RWM
Ruedi Wealth Management Inc. Portfolio
Invests via Ruedi Wealth Management Inc. | Managed by Paul A. Ruedi, Paul R. Ruedi, David Ruedi, Daniel Ruedi, Ryan Repko
Invests via Ruedi Wealth Management Inc.
Managed by Paul A. Ruedi, Paul R. Ruedi, David Ruedi, Daniel Ruedi, Ryan Repko
Automatically Tracked
Company Profile
Specializing in personalized financial services, Ruedi Wealth Management Inc. operates at the intersection of wealth advisory and strategic planning. The firm offers tailored investment solutions for individuals and families, focusing on preserving wealth while enabling growth. With a client-centric approach, it provides insights that empower clients to navigate complex market dynamics effectively. Its team brings extensive experience from diverse finance sectors, ensuring robust expertise in managing client portfolios. Operating within the competitive landscape of independent wealth management firms, Ruedi Wealth Management plays a vital role in connecting sophisticated investment opportunities with high-net-worth clientele.
Specializing in personalized financial services, Ruedi Wealth Management Inc. operates at the intersection of wealth advisory and strategic planning. The firm offers tailored investment solutions for individuals and families, focusing on preserving wealth while enabling growth. With a client-centric approach, it provides insights that empower clients to navigate complex market dynamics effectively. Its team brings extensive experience from diverse finance sectors, ensuring robust expertise in managing client portfolios. Operating within the competitive landscape of independent wealth management firms, Ruedi Wealth Management plays a vital role in connecting sophisticated investment opportunities with high-net-worth clientele.
Investment Philosophy & Strategy
Growth opportunities within evolving markets drive Ruedi Wealth Management Inc.'s approach to investment strategy. Emphasizing tailored financial solutions, the firm prioritizes capital allocation across diverse asset classes to capitalize on emerging trends. By leveraging extensive industry experience and analytical insights, it seeks to foster wealth expansion while maintaining a strong emphasis on client collaboration and education. The firm's ability to adapt quickly to shifting economic landscapes positions it effectively against competition in the independent wealth management sector. Overall, Ruedi Wealth Management cultivates enduring relationships with clients through transparent communication and responsive service.
Growth opportunities within evolving markets drive Ruedi Wealth Management Inc.'s approach to investment strategy. Emphasizing tailored financial solutions, the firm prioritizes capital allocation across diverse asset classes to capitalize on emerging trends. By leveraging extensive industry experience and analytical insights, it seeks to foster wealth expansion while maintaining a strong emphasis on client collaboration and education. The firm's ability to adapt quickly to shifting economic landscapes positions it effectively against competition in the independent wealth management sector. Overall, Ruedi Wealth Management cultivates enduring relationships with clients through transparent communication and responsive service.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
75.92%
Gain +1.07%
Monthly
1.47%
Yearly
19.08%
Drawdown
20.16%
$431.15M
Equity
Holdings
$431.15M
Investment
$320.09M
$123.28M
Profit +$2.51M
Realized
$12.23M
Unrealized
$111.06M
Dividends
$22.09M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.07%
Profit
$2.51M
Win %
81%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$4.24M
Win %
81%
This Month
Compared to last month
Gain
0.65%
Profit
$2.77M
Win %
81%
This Year
Compared to last year
Gain
1.14%
Profit
$4.87M
Win %
82%
INTC Intel Corporation
+3.46%
+$5,302.16 
MPC Marathon Petroleum Corporation
+3.02%
+$20,293.76 
AAPL Apple Inc.
+2.3%
+$136,916.46 
GOOGL Alphabet Inc
+2.26%
+$18,965.41 
GOOG Alphabet Inc
+2.13%
+$17,001.58 
CAT Caterpillar Inc.
+1.83%
+$5,652.48 
CEF Sprott Physical Gold and Silver Trust
+1.55%
+$4,766.12 
NVDA NVIDIA Corporation
+1.48%
+$4,027.32 
AVGO Broadcom Inc.
+1.32%
+$3,903.21 
AVEM Avantis Emerging Markets Equity ETF
+1.27%
+$18,811.69 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.27%
+$2,436.61 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+1.26%
+$2,524.13 
DFAE Dimensional Emerging Core Equity Market ETF
+1.25%
+$6,013.26 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.16%
+$140,411.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.15%
+$6,698.18 
QQQ Invesco QQQ Trust, Series 1
+1.1%
+$3,892.77 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.09%
+$190,877.96 
SPY SPDR S&P 500 ETF Trust
+1.05%
+$10,937.01 
IVV iShares Core S&P 500 ETF
+0.99%
+$2,772.88 
DFUS Dimensional U.S. Equity Market ETF
+0.96%
+$208,988.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.94%
+$4,103.1 
AVNV Avantis All International Markets Value ETF
+0.94%
+$23,081.27 
DFAW Dimensional World Equity ETF
+0.92%
+$21,322.07 
DFAU Dimensional US Core Equity Market ETF
+0.91%
+$4,104.48 
HD The Home Depot, Inc.
+0.9%
+$6,605.5 
DFAI Dimensional International Core Equity Market ETF
+0.9%
+$3,503.6 
AVDE Avantis International Equity ETF
+0.89%
+$4,006.54 
DFIV Dimensional International Value ETF
+0.87%
+$141,530.8 
DFSU Dimensional US Sustainability Core 1 ETF
+0.86%
+$6,894.56 
AVUS Avantis U.S. Equity ETF
+0.86%
+$39,281.79 
AVDV Avantis International Small Cap Value ETF
+0.86%
+$6,568.3 
AVDS Avantis International Small Cap Equity ETF
+0.84%
+$4,499.39 
DFIC Dimensional International Core Equity Market ETF
+0.84%
+$155,151.42 
DFSI Dimensional International Sustainability Core 1 ETF
+0.83%
+$2,941.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.81%
+$837,227.51 
DFIS Dimensional International Small Cap ETF
+0.75%
+$20,032.37 
JPM JPMorgan Chase & Co.
+0.74%
+$3,923.96 
DISV Dimensional International Small Cap Equity Fund
+0.73%
+$32,511.68 
VWO Vanguard FTSE Emerging Markets ETF
+0.7%
+$2,479.68 
DFLV Dimensional US Large Cap Value ETF
+0.64%
+$67,675.17 
VNQ Vanguard Real Estate ETF
+0.64%
+$5,747.4 
DFUV Dimensional US Marketwide Value ETF
+0.55%
+$100,980.95 
MSFT Microsoft Corp.
+0.54%
+$5,057.16 
AVLV Avantis U.S. Large Cap Value ETF
+0.54%
+$23,742.58 
DFAR Dimensional US Real Estate ETF
+0.53%
+$23,335.69 
DFAS Dimensional U.S. Small Cap ETF
+0.5%
+$43,488.8 
XOM Exxon Mobil Corporation
+0.45%
+$2,112.39 
DFGR Dimensional Global Real Estate ETF
+0.37%
+$20,981.94 
AVSC Avantis U.S. Small Cap Equity ETF
+0.32%
+$4,559.75 
DFAT Dimensional US Targeted Value ETF
+0.28%
+$41,481.37 
DFSV Dimensional US Small Cap Value ETF
+0.25%
+$7,273.5 
BND Vanguard Total Bond Market Index Fund
+0.15%
+$2,029.76 
DFCF Dimensional Core Fixed Income ETF
+0.13%
+$5,605.87 
BNDX Vanguard Total International Bond ETF
+0.05%
+$2,037.29 
DFGP Dimensional Global Core Fixed Income Fund
+0.04%
+$21,381.58 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$153.94 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$5,724.83 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$28.99 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
EUIG iShares Euro Investment Grade Corporate Bond USD Hedged ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 1818 | Longs Won 1334/1818 73% | Profit Factor 49.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $842,190.2 |
| Average Win $94,320.89 | Best Trade (Aug 13) $33.68M | Sharpe Ratio -8.96 |
| Average Loss -$5,253.73 | Worst Trade (Sep 10) -$489,111.45 | Z-Score 4.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $67,811.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,207 | $2.39M | $6.08M | - | $3.7M | 154.81% | +2.303% |
| AVDE Avantis International Equity ETF | 4,916 | $363,849.03 | $456,917.62 | - | $93,068.59 | 25.58% | +0.885% |
| AVDS Avantis International Small Cap Equity ETF | 6,766 | $420,890 | $538,742.75 | - | $117,852.75 | 28% | +0.842% |
| AVDV Avantis International Small Cap Value ETF | 6,914 | $548,142 | $772,708.64 | - | $224,566.64 | 40.97% | +0.857% |
| AVEM Avantis Emerging Markets Equity ETF | 15,742 | $964,753.02 | $1.5M | - | $536,010.55 | 55.56% | +1.269% |
| AVGO Broadcom Inc. | 820 | $283,869.65 | $299,783.8 | - | $15,914.15 | 5.61% | +1.319% |
| AVLV Avantis U.S. Large Cap Value ETF | 47,015 | $3.19M | $4.39M | - | $1.2M | 37.57% | +0.544% |
| AVNV Avantis All International Markets Value ETF | 28,513 | $1.88M | $2.48M | - | $600,421.18 | 32% | +0.941% |
| AVSC Avantis U.S. Small Cap Equity ETF | 19,825 | $1.01M | $1.41M | - | $405,785.38 | 40.24% | +0.323% |
| AVUS Avantis U.S. Equity ETF | 35,389 | $3.21M | $4.59M | - | $1.38M | 42.98% | +0.863% |
| BND Vanguard Total Bond Market Index Fund | 19,331 | $1.42M | $1.38M | - | -$35,487.25 | -2.51% | +0.147% |
| BNDX Vanguard Total International Bond ETF | 86,326 | $4.19M | $4.06M | - | -$131,330.65 | -3.14% | +0.05% |
| BSV Vanguard Short-Term Bond ETF | 5,798 | $438,767.36 | $445,431.35 | - | $6,663.99 | 1.52% | +0.007% |
| CAT Caterpillar Inc. | 384 | $220,074 | $314,772.48 | - | $94,698.48 | 43.03% | +1.829% |
| CEF Sprott Physical Gold and Silver Trust | 7,009 | $122,621.09 | $312,180.86 | - | $189,559.77 | 154.59% | +1.55% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.29M | $61.47M | $103.69M | - | $42.22M | 68.69% | +0.814% |
| DFAE Dimensional Emerging Core Equity Market ETF | 12,148 | $269,780.51 | $487,559.98 | - | $217,779.47 | 80.72% | +1.249% |
| DFAI Dimensional International Core Equity Market ETF | 9,220 | $250,107.88 | $394,247.2 | - | $144,139.32 | 57.63% | +0.897% |
| DFAR Dimensional US Real Estate ETF | 172,857 | $3.76M | $4.41M | - | $652,439.43 | 17.35% | +0.531% |
| DFAS Dimensional U.S. Small Cap ETF | 108,722 | $6.01M | $8.74M | - | $2.73M | 45.4% | +0.5% |
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FAQ
Which stocks have generated the highest profits for Ruedi Wealth Management Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $4.68M, Dimensional Short-Duration Fixed Income ETF - $3.99M, Dimensional Global Core Fixed Income Fund - $2.79M, Dimensional International Value ETF - $2.54M, and Dimensional US Marketwide Value ETF - $1.89M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Archer-Daniels-Midland Co - $77,689.98, CVS Health Corporation - $38,695.16, Pfizer Inc - $28,764.43, The Hershey Company - $19,136.28, and Hormel Foods Corporation - $18,880. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ruedi Wealth Management Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.09M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $3.99M, Dimensional U.S. Core Equity 2 ETF - $2.8M, Dimensional Global Core Fixed Income Fund - $2.79M, Dimensional Core Fixed Income ETF - $1.52M, and Dimensional International Value ETF - $1.33M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ruedi Wealth Management Inc.'s monthly returns?
Ruedi Wealth Management Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ruedi Wealth Management Inc.'s strategy be considered aggressive or moderate?
Ruedi Wealth Management Inc.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ruedi Wealth Management Inc.'s strategy?
Ruedi Wealth Management Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
