Ruedi Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$254M
Signature - Title
Chris Marks - Compliance Consultant
Location
2502 Galen Dr., Suite 102, Champaign, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 491 $254M +$26.4M -$9.98M +$16.4M DFAC, DFSD, DFUS, DFUV, DFGP 13F-HR 7/17/2024, 02:48 PM
Q1 2024 259 $238M +$17.6M -$4.23M +$13.4M DFAC, DFUV, DFCF, DFUS, DFAT 13F-HR 5/6/2024, 11:59 AM
Q4 2023 244 $212M +$21.3M -$889K +$20.4M DFAC, DFCF, DFUV, DFUS, DFAT 13F-HR 1/25/2024, 01:11 PM
Q3 2023 221 $175M +$10.3M -$536K +$9.75M DFAC, DFCF, DFUV, DFUS, DFAX 13F-HR 10/26/2023, 03:35 PM
Q2 2023 223 $170M +$10.5M -$2.72M +$7.77M DFAC, DFUV, DFCF, DFUS, DFAX 13F-HR 7/27/2023, 01:03 PM
Q1 2023 257 $156M +$9.38M -$799K +$8.58M DFAC, DFUV, DFUS, DFCF, DFAT 13F-HR 5/9/2023, 02:33 PM
Q4 2022 239 $126M $0 $0 DFAC, DFUV, DFUS, DFCF, DFAT 13F-HR 2/21/2023, 01:52 PM