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| Name: |
Ruedi Wealth Management Inc. |
| City: |
CHAMPAIGN |
| State: |
IL |
| Zip: |
61821 |
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data |
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| Holdings
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31 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFUV |
DFA Dimensional Us Marketwi... |
2 |
- |
$40.41 |
$17,361,000 |
424,484 |
7.3% |
1,359,000 |
-5,447 |
0.047 |
N/A |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
3 |
- |
$0.00 |
$15,310,000 |
364,965 |
6.44% |
-2,141,000 |
-46,615 |
0.406 |
N/A |
|
|
DFUS |
Dimensional U S Equity Etf |
4 |
- |
$57.69 |
$14,895,000 |
261,408 |
6.27% |
1,041,000 |
-5,891 |
0.029 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
5 |
- |
$54.47 |
$12,225,000 |
224,600 |
5.14% |
440,000 |
-600 |
0.025 |
N/A |
|
|
BNDX |
Vanguard Total Internationa... |
13 |
- |
$48.92 |
$4,948,000 |
100,595 |
2.08% |
-384,000 |
-7,411 |
0.011 |
N/A |
|
|
AVUS |
Avantis Us Equity Etf |
17 |
- |
$0.00 |
$2,425,000 |
27,100 |
1.02% |
-72,000 |
-3,515 |
0.03 |
N/A |
|
|
VT |
Vanguard Total World Stock ... |
20 |
- |
$112.53 |
$1,721,000 |
15,579 |
0.72% |
115,000 |
-29 |
0.009 |
Closed - End Fund - E... |
|
|
BND |
Vanguard Total Bond Market ETF |
24 |
- |
$72.11 |
$860,000 |
11,838 |
0.36% |
-45,000 |
-472 |
0.001 |
Closed - End Fund - E... |
|
|
VGSH |
Vanguard Scottsdale Funds |
27 |
- |
$57.89 |
$817,000 |
14,074 |
0.34% |
-494,000 |
-8,404 |
0.002 |
Closed - End Fund - Debt |
|
|
BSV |
Vanguard Short-Term Bond |
32 |
- |
$76.51 |
$543,000 |
7,077 |
0.23% |
-15,000 |
-167 |
0.001 |
Closed - End Fund - E... |
|
|
DFAI |
Dfa Dimensional Internation... |
33 |
- |
$0.00 |
$478,000 |
15,810 |
0.2% |
0 |
-865 |
0.012 |
N/A |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
42 |
- |
$0.00 |
$357,000 |
9,771 |
0.15% |
30,000 |
-53 |
0.011 |
N/A |
|
|
GOOG |
Alphabet Inc |
44 |
- |
$173.88 |
$344,000 |
2,260 |
0.14% |
-14,000 |
-280 |
0 |
Search Engines & Info... |
|
|
AVEM |
Avantis Emerging Markets Eq... |
45 |
- |
$0.00 |
$308,000 |
5,320 |
0.13% |
-3,000 |
-190 |
0.005 |
N/A |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
46 |
- |
$93.77 |
$283,000 |
3,021 |
0.12% |
9,000 |
-30 |
0.003 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
57 |
- |
$412.76 |
$121,000 |
287 |
0.05% |
-8,000 |
-76 |
0 |
Property & Casualty I... |
|
|
VTV |
Vanguard Value VIPERS |
80 |
- |
$163.36 |
$54,000 |
329 |
0.02% |
-14,000 |
-126 |
0 |
Closed - End Fund - E... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
96 |
- |
$191.11 |
$38,000 |
198 |
0.02% |
-6,000 |
-49 |
0 |
Closed - End Fund - E... |
|
|
SHW |
Sherwin Williams Co |
128 |
- |
$316.37 |
$17,000 |
49 |
0.01% |
-12,000 |
-45 |
0 |
General Building Mate... |
|
|
BUSE |
First Busey Corp |
149 |
- |
$23.85 |
$12,000 |
509 |
0.01% |
-67,000 |
-2,687 |
0.001 |
Domestic Regional Banks |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
170 |
- |
$0.00 |
$9,000 |
79 |
0% |
0 |
-10 |
0 |
N/A |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
175 |
- |
$89.88 |
$8,000 |
90 |
0% |
-3,000 |
-37 |
0 |
Closed - End Fund - E... |
|
|
VSS |
Vanguard FTSE All-Wld ex-US... |
179 |
- |
$120.48 |
$7,000 |
62 |
0% |
0 |
-2 |
0 |
Closed - End Fund - Debt |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
196 |
- |
$155.77 |
$5,000 |
33 |
0% |
-10,000 |
-74 |
0 |
Closed - End Fund - E... |
|
|
EMGF |
Ishares Edge Msci Multifact... |
221 |
- |
$0.00 |
$3,000 |
56 |
0% |
0 |
-6 |
0 |
N/A |
|
|
VTIP |
Vanguard Short Term Inflati... |
225 |
- |
$48.16 |
$2,000 |
38 |
0% |
0 |
-12 |
0.001 |
N/A |
|
|
VOTE |
Engine No 1 Transform 500 Etf |
236 |
- |
$0.00 |
$1,000 |
18 |
0% |
0 |
-3 |
0 |
N/A |
|
|
SCHH |
Schwab Us Reit |
240 |
- |
$20.04 |
$1,000 |
59 |
0% |
0 |
-2 |
0 |
N/A |
|
|
TFI |
Spdr Brcly Cap Muni Bond |
258 |
- |
$46.14 |
$0 |
2 |
0% |
-3,000 |
-72 |
0 |
Closed - End Fund - E... |
|
|
FTY |
iShares Trust |
252 |
- |
$53.37 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Closed - End Fund - Debt |
|
|
ITOT |
iShares Core S&P Total US |
261 |
- |
$116.55 |
$0 |
1 |
0% |
-2,000 |
-20 |
0 |
Closed - End Fund - E... |
|
