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  Name: Ruedi Wealth Management Inc.
  City: CHAMPAIGN
  State: IL
  Zip: 61821
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $237,670,000
  Total Value Change : $25,744,000
  Securities Held Change : 15
   
All Securities Held : 260
  New Positions : 30
  Closed Positions : 16
  Increased Positions : 73
  Unchanged Positions : 126
  Decreased Positions : 31

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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ORLA)1 Year Chart         ORLA Orla Mining Ord Shs 267 Closed $0.00 $0 0 0% -2,000 -715 0    N/A
   (VWOB)1 Year Chart         VWOB Vanguard Emerging Markets G... 273 Closed $63.38 $0 0 0% -1,000 -12 0    N/A
   (TNA)1 Year Chart         TNA Direxion Daily Small Cap Bu... 249 Closed $38.64 $0 0 0% -23,000 -589 0    Closed - End Fund - Debt
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 266 Closed $180.90 $0 0 0% 0 -1 0    Closed - End Fund - Debt
   (POOL)1 Year Chart         POOL Pool Corporation 272 Closed $363.55 $0 0 0% -32,000 -80 0    Wholesale, Other
   (GE)1 Year Chart         GE General Electric Co 265 Closed $165.14 $0 0 0% -65,000 -506 0    Conglomerates
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 271 Closed $534.61 $0 0 0% 0 0 0    Closed - End Fund - E...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 264 Closed $155.88 $0 0 0% -1,000 -6 0    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 270 Closed $61.19 $0 0 0% -36,000 -654 0    Closed - End Fund - Debt
   (INTF)1 Year Chart         INTF Ishares Factorselect Msci I... 263 Closed $30.60 $0 0 0% 0 -1 0    N/A
   (UPRO)1 Year Chart         UPRO ProShares Trust 269 Closed $70.17 $0 0 0% -8,000 -154 0    Closed - End Fund - Debt
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 275 Closed $52.59 $0 0 0% -3,000 -69 0    N/A
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 254 Closed $49.38 $0 0 0% -1,000 -27 0    Closed - End Fund - E...
   (LITE)1 Year Chart         LITE Lumentum Holdings Inc. 268 Closed $43.50 $0 0 0% -7,000 -140 0    N/A
   (D)1 Year Chart         D Dominion Energy Inc 274 Closed $53.92 $0 0 0% -14,000 -302 0    Electric Utilities
   (AAON)1 Year Chart         AAON AAON Inc 253 Closed $75.05 $0 0 0% -18,000 -238 0    General Building Mate...
      16 Records Found
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Page 1 of 1
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