Ruedi Wealth Management, Inc.
RUEDI WEALTH MANAGEMENT, INC. is an independent investment adviser headquartered in Champaign, Illinois. The firm was founded in 2014 and focuses on providing comprehensive wealth management services to individuals, families, and high-net-worth clients. With a team of experienced professionals, the firm serves a client base that includes more than 100 high-net-worth families and individuals, emphasizing individualized financial planning and investment management.
Investment Strategy
Ruedi Wealth Management, Inc. follows a client-centric approach, offering personalized investment management and financial planning solutions tailored to each client's unique situation. The firm prioritizes diversification, risk management, and long-term growth through strategic asset allocation. They work closely with clients to construct portfolios aligned with their goals, risk tolerance, and time horizons, using a mix of equities, fixed income, and alternative investments.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 22.87% | $77.1M | 2,151,141 | $25.09 | $35.84 | +$6.9M |
D DFGP | DIMENSIONAL ETF TRUST | 13.27% | $44.7M | 821,156 | $53.51 | $54.49 | +$2.7M |
D DFSD | DIMENSIONAL ETF TRUST | 13.24% | $44.6M | 929,564 | $47.12 | $48.01 | +$2.2M |
D DFUS | DIMENSIONAL ETF TRUST | 5.57% | $18.8M | 280,262 | $43.69 | $67.02 | +$1.3M |
D DFUV | DIMENSIONAL ETF TRUST | 4.42% | $14.9M | 352,788 | $33.54 | $42.28 | +$299.9K |