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Ruedi Wealth Management, Inc. 13F 持仓 · 2026年Q2

Ruedi Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 62 只证券,申报市值合计 4.26 亿美元。前几大持仓:DFAC(23.87%)、DFGP(13.46%)、DFSD(12.82%)。本季前 25 大持仓中:增持 12 只、减持 12 只。

排名代码公司市值占组合股数变动
1DFACDIMENSIONAL ETF TRUST$101.8M23.87%2.3M增持
2DFGPDIMENSIONAL ETF TRUST$57.4M13.46%1.1M增持
3DFSDDIMENSIONAL ETF TRUST$54.7M12.82%1.1M增持
4DFUSDIMENSIONAL ETF TRUST$21.5M5.05%262,879减持
5DFUVDIMENSIONAL ETF TRUST$17.9M4.20%325,745减持
6DFICDIMENSIONAL ETF TRUST$17.8M4.17%477,389增持
7DFAXDIMENSIONAL ETF TRUST$17.2M4.02%465,556减持
8DFIVDIMENSIONAL ETF TRUST$15.1M3.55%280,259减持
9DFATDIMENSIONAL ETF TRUST$14.9M3.49%212,725减持
10DFEMDIMENSIONAL ETF TRUST$12.3M2.88%301,960减持
11DFLVDIMENSIONAL ETF TRUST$10.1M2.37%255,378减持
12DFASDIMENSIONAL ETF TRUST$9.0M2.10%108,722减持
13DUSBDIMENSIONAL ETF TRUST$8.3M1.96%164,162增持
14DFGRDIMENSIONAL ETF TRUST$5.8M1.36%199,828增持
15AAPLAPPLE INC$5.3M1.24%18,207减持
16AVUSAMERICAN CENTY ETF TR$4.5M1.06%35,389减持
17DFARDIMENSIONAL ETF TRUST$4.5M1.06%172,857增持
18AVLVAMERICAN CENTY ETF TR$4.3M1.01%47,015减持
19DFCFDIMENSIONAL ETF TRUST$4.3M1.01%101,925增持
20BNDXVANGUARD CHARLOTTE FDS$4.2M0.98%86,326减持
21DISVDIMENSIONAL ETF TRUST$4.1M0.96%101,599增持
22DFSVDIMENSIONAL ETF TRUST$2.8M0.66%72,735增持
23DFISDIMENSIONAL ETF TRUST$2.6M0.60%72,845增持
24AVNVAMERICAN CENTY ETF TR$2.4M0.55%28,513持平
25DFAWDIMENSIONAL ETF TRUST$2.3M0.54%27,691增持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR