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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 : 29     View All Holdings Currently Viewing:  New 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
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 31 New $486.69 $580,000 1,207 0.24% 580,000 1,207 0    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 59 New $62.21 $111,000 1,846 0.05% 111,000 1,846 0    Closed - End Fund - E...
   (NRP)1 Year Chart         NRP Natural Resource Partners LP 84 New $90.26 $51,000 550 0.02% 51,000 550 0.004    Industrial Metals & M...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 93 New $317.85 $39,000 137 0.02% 39,000 137 0    Networking & Communic...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 112 New $551.69 $26,000 46 0.01% 26,000 46 0    Closed - End Fund - E...
   (MAR)1 Year Chart         MAR Marriott International Inc 116 New $237.73 $23,000 90 0.01% 23,000 90 0    Lodging
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 118 New $62.27 $21,000 340 0.01% 21,000 340 0    Closed - End Fund - E...
   (AXP)1 Year Chart         AXP American Express Co 123 New $242.82 $20,000 90 0.01% 20,000 90 0    Credit Services
   (MS)1 Year Chart         MS Morgan Stanley 126 New $100.22 $18,000 195 0.01% 18,000 195 0    Investment Brokerage ...
   (PCAR)1 Year Chart         PCAR Paccar Inc 137 New $106.11 $15,000 120 0.01% 15,000 120 0    Trucks & Other Vehicles
   (UPS)1 Year Chart         UPS United Parcel Service Inc 143 New $149.24 $13,000 90 0.01% 13,000 90 0.003    AirDelivery & Freight...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 144 New $595.30 $13,000 23 0.01% 13,000 23 0    Medical Laboratories ...
   (NKE)1 Year Chart         NKE Nike Inc B 145 New $92.18 $13,000 135 0.01% 13,000 135 0    Textile - Apparel Foo...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 151 New $81.64 $12,000 150 0.01% 12,000 150 0    Closed - End Fund - E...
   (AMT)1 Year Chart         AMT American Tower Corp 153 New $194.51 $12,000 60 0.01% 12,000 60 0    Integrated Telecommun...
   (DIS)1 Year Chart         DIS Walt Disney Co 152 New $103.25 $12,000 102 0.01% 12,000 102 0    Entertainment - Diver...
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc 154 New $116.76 $11,000 87 0% 11,000 87 0    Asset Management
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 157 New $231.18 $11,000 45 0% 11,000 45 0    Medical Laboratories ...
   (STZ)1 Year Chart         STZ Constellation Brands Inc 158 New $255.43 $11,000 42 0% 11,000 42 0    Beverage - Wineries &...
   (EZM)1 Year Chart         EZM WisdomTree MidCap Earnings 164 New $60.01 $10,000 159 0% 10,000 159 0    Closed - End Fund - Debt
   (HWM)1 Year Chart         HWM Howmet Aerospace Inc 159 New $82.93 $10,000 150 0% 10,000 150 0.002    Aluminum
   (RPG)1 Year Chart         RPG Invesco S&P 500 Pure Growth... 166 New $35.90 $10,000 272 0% 10,000 272 0    Closed - End Fund - E...
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 168 New $27.73 $9,000 165 0% 9,000 165 0    Closed - End Fund - E...
   (EES)1 Year Chart         EES WisdomTree SmallCap Earnings 174 New $49.43 $8,000 163 0% 8,000 163 0    Closed - End Fund - Debt
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 184 New $42.95 $7,000 156 0% 7,000 156 0    N/A
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 185 New $125.33 $7,000 57 0% 7,000 57 0    Closed - End Fund - E...
   (RPD)1 Year Chart         RPD Rapid7, Inc. 182 New $38.11 $7,000 135 0% 7,000 135 0    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 205 New $121.51 $4,000 35 0% 4,000 35 0    Closed - End Fund - Debt
   (ELAN)1 Year Chart         ELAN Elanco Animal Health Inc 212 New $17.19 $4,000 271 0% 4,000 271 0    N/A

      29 Records Found
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