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:
87.69%
Gain +0.92%
Monthly
1.37%
Yearly
17.8%
Drawdown
20.16%
$426.22M
Equity
Holdings
$426.22M
Investment
$320.09M
$118.35M
Profit +$2.18M
Realized
$12.23M
Unrealized
$106.13M
Dividends
$23.63M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.92%
Profit
$2.18M
Win %
79%
This Week
Compared To Last Week
Gain
0.51%
Profit
$2.18M
Win %
79%
This Month
Compared to last month
Gain
0.99%
Profit
$4.17M
Win %
79%
This Year
Compared to last year
Gain
-0.01%
Profit
-$52,514.31
Win %
81%
MPC Marathon Petroleum Corp.
+3.32%
+$26,052.8 
NVDA NVIDIA Corporation
+3%
+$7,880.62 
INTC Intel Corporation
+2.95%
+$3,919.32 
AVGO Broadcom Inc.
+2.69%
+$7,093 
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
+1.59%
+$3,264.17 
QQQ Invesco QQQ Trust, Series 1
+1.37%
+$4,852.17 
AVDV Avantis International Small Cap Value ETF
+1.1%
+$7,951.1 
MSFT Microsoft Corporation Common Stock
+1.04%
+$10,257.54 
DFAS Dimensional U.S. Small Cap ETF
+0.98%
+$83,715.94 
JPM JPMorgan Chase & Co.
+0.98%
+$4,834.08 
IVV iShares Core S&P 500 ETF
+0.97%
+$2,723.2 
VTI Vanguard Total Stock Market ETF
+0.95%
+$4,132.19 
SPY State Street SPDR S&P 500 ETF Trust
+0.93%
+$9,741.7 
DFUS Dimensional U.S. Equity Market ETF
+0.93%
+$202,416.83 
AVDS Avantis International Small Cap Equity ETF
+0.88%
+$4,533.22 
DFAU Dimensional U.S. Core Equity Market ETF
+0.87%
+$3,931.66 
AVUS Avantis U.S. Equity ETF
+0.87%
+$39,281.79 
DFSU Dimensional US Sustainability Core 1 ETF
+0.85%
+$6,810.48 
DISV Dimensional International Small Cap Value ETF
+0.85%
+$36,575.64 
DFAT Dimensional U.S. Targeted Value ETF
+0.84%
+$123,380.5 
DFSV Dimensional US Small Cap Value ETF
+0.84%
+$23,638.87 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.83%
+$848,696.38 
DFSI Dimensional International Sustainability Core 1 ETF
+0.8%
+$2,750.4 
AVSC Avantis U.S. Small Cap Equity ETF
+0.78%
+$10,903.75 
DFIS DFA International Small Company I
+0.76%
+$19,668.15 
AVDE Avantis International Equity Fund Institutional Class
+0.71%
+$3,097.08 
AVLV Avantis U.S. Large Cap Value ETF
+0.69%
+$30,089.6 
DFGR Dimensional Global Real Estate ETF
+0.69%
+$37,967.32 
DFAR Dimensional US Real Estate ETF
+0.68%
+$29,385.69 
DFAI Dimensional International Core Equity Market ETF
+0.67%
+$2,535.5 
CAT Caterpillar Inc.
+0.66%
+$1,751.04 
VEA Vanguard FTSE Developed Markets ETF
+0.66%
+$3,694.12 
DFIC Dimensional International Core Equity 2 ETF
+0.66%
+$116,960.3 
DFUV Dimensional US Marketwide Value ETF
+0.65%
+$118,896.93 
DFAW Dimensional World Equity ETF
+0.65%
+$14,814.68 
VNQ Vanguard Real Estate ETF
+0.63%
+$5,555.82 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$1,682.86 
UNP Union Pacific Corp.
+0.57%
+$1,275.12 
DFIV Dimensional International Value ETF
+0.51%
+$79,873.53 
DFLV Dimensional US Large Cap Value ETF
+0.43%
+$45,968.04 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.36%
+$60,522.28 
AVNV Avantis All International Markets Value ETF
+0.34%
+$8,026.41 
DFCF Dimensional Core Fixed Income ETF
+0.26%
+$10,702.12 
DFGP Dimensional Global Core Plus Fixed Income ETF
+0.23%
+$126,709.58 
GOOGL Alphabet Inc
+0.2%
+$1,639.3 
BND Vanguard Total Bond Market ETF
+0.18%
+$2,513.03 
BNDX Vanguard Total International Bond ETF
+0.15%
+$5,999.66 
GOOG Alphabet Inc
+0.12%
+$917.7 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.04%
+$22,899.32 
EUIG iShares Euro Investment Grade Corporate Bond USD Hedged ETF
+0.03%
+$254.31 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$115.96 
XOM ExxonMobil Holdings Corporation
+0.03%
+$129.3 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$102.63 
HD The Home Depot, Inc.
-0.65%
-$4,972.12 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.52%
-$58,882.2 
VWO Vanguard FTSE Emerging Markets ETF
-0.47%
-$1,594.08 
DFAE Dimensional Emerging Core Equity Market ETF
-0.38%
-$1,700.72 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.38%
-$699.89 
AVEM Avantis Emerging Markets Equity ETF
-0.38%
-$5,194.86 
AAPL Apple Inc.
-0.34%
-$21,233 
VGSH Vanguard Short-Term Treasury ETF
-0.03%
-$153.32 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.02%
-$1,641.62 Events
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Dividends
Dividend Analysis
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| Trades 1818 | Longs Won 1329/1818 73% | Profit Factor 41.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $835,917.72 |
| Average Win $91,263.45 | Best Trade (Oct 26) $32.32M | Sharpe Ratio -18.02 |
| Average Loss -$6,000.82 | Worst Trade (Oct 20) -$576,625.2 | Z-Score 2.12 (96.61%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $65,101.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,207 | $2.39M | $6.31M | - | $3.92M | 164.32% | -0.335% |
| AVDE Avantis International Equity Fund Institutional Class | 4,916 | $363,849.03 | $439,342.92 | - | $75,493.89 | 20.75% | +0.71% |
| AVDS Avantis International Small Cap Equity ETF | 6,766 | $420,890 | $519,222.84 | - | $98,332.84 | 23.36% | +0.881% |
| AVDV Avantis International Small Cap Value ETF | 6,914 | $548,142 | $733,575.4 | - | $185,433.4 | 33.83% | +1.096% |
| AVEM Avantis Emerging Markets Equity ETF | 15,742 | $964,753.02 | $1.37M | - | $407,477.12 | 42.24% | -0.377% |
| AVGO Broadcom Inc. | 820 | $283,869.65 | $270,870.6 | - | -$12,999.05 | -4.58% | +2.689% |
| AVLV Avantis U.S. Large Cap Value ETF | 47,015 | $3.19M | $4.39M | - | $1.2M | 37.69% | +0.689% |
| AVNV Avantis All International Markets Value ETF | 28,513 | $1.88M | $2.35M | - | $472,825.5 | 25.2% | +0.343% |
| AVSC Avantis U.S. Small Cap Equity ETF | 19,825 | $1.01M | $1.41M | - | $403,802.88 | 40.05% | +0.778% |
| AVUS Avantis U.S. Equity ETF | 35,389 | $3.21M | $4.57M | - | $1.36M | 42.36% | +0.867% |
| BND Vanguard Total Bond Market ETF | 19,331 | $1.42M | $1.38M | - | -$36,357.14 | -2.57% | +0.183% |
| BNDX Vanguard Total International Bond ETF | 86,326 | $4.19M | $4.08M | - | -$104,491.89 | -2.5% | +0.147% |
| BSV Vanguard Short-Term Bond ETF | 5,798 | $438,767.36 | $445,344.38 | - | $6,577.02 | 1.5% | +0.026% |
| CAT Caterpillar Inc. | 384 | $220,074 | $265,559.04 | - | $45,485.04 | 20.67% | +0.664% |
| CEF Sprott Physical Gold and Silver Trust | 7,009 | $122,621.09 | $272,650.8 | - | $150,029.71 | 122.35% | +0.621% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.29M | $61.47M | $103.47M | - | $42M | 68.33% | +0.827% |
| DFAE Dimensional Emerging Core Equity Market ETF | 12,148 | $269,780.51 | $443,766.44 | - | $173,985.93 | 64.49% | -0.382% |
| DFAI Dimensional International Core Equity Market ETF | 9,220 | $250,107.88 | $382,491.7 | - | $132,383.82 | 52.93% | +0.667% |
| DFAR Dimensional US Real Estate ETF | 172,857 | $3.76M | $4.37M | - | $608,360.9 | 16.17% | +0.677% |
| DFAS Dimensional U.S. Small Cap ETF | 108,722 | $6.01M | $8.63M | - | $2.61M | 43.49% | +0.98% |
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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 - $4.9M, Dimensional Short-Duration Fixed Income ETF - $4.35M, Dimensional Global Core Plus Fixed Income ETF - $2.85M, Dimensional International Value ETF - $2.62M, and Dimensional World ex U.S. Core Equity 2 ETF - $1.97M. 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 Company - $77,689.98, CVS Health Corporation Common Stock - $38,695.16, Pfizer Inc - $28,764.43, The Hershey Company Common Stock - $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 $23.63M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $4.35M, Dimensional U.S. Core Equity 2 ETF - $3.02M, Dimensional Global Core Plus Fixed Income ETF - $2.85M, Dimensional Core Fixed Income ETF - $1.56M, and Dimensional International Value ETF - $1.41M. 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.
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