Ruedi Wealth Management 13F annual report

Ruedi Wealth Management is an investment fund managing more than $212 billion ran by Chris Marks. There are currently 175 companies in Mr. Marks’s portfolio. The largest investments include Dimensional Etf Trust and Vanguard Charlotte Fds, together worth $187 billion.

Limited to 30 biggest holdings

$212 billion Assets Under Management (AUM)

As of 20th January 2024, Ruedi Wealth Management’s top holding is 5,478,245 shares of Dimensional Etf Trust currently worth over $181 billion and making up 85.6% of the portfolio value.In addition, the fund holds 108,006 shares of Vanguard Charlotte Fds worth $5.33 billion. The third-largest holding is Apple Inc worth $3.85 billion and the next is American Centy Etf Tr worth $3.49 billion, with 46,690 shares owned.

Currently, Ruedi Wealth Management's portfolio is worth at least $212 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Ruedi Wealth Management

The Ruedi Wealth Management office and employees reside in Champaign, Illinois. According to the last 13-F report filed with the SEC, Chris Marks serves as the Compliance Consultant at Ruedi Wealth Management.