Portfolio (Quarterly)
Guide ↗
Ruedi Wealth Management, Inc.
· CIK 0001940678| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | UNP | UNION PAC CORP | Industrials | 759.0 | $206K | 0.05% | NEW | — | $272.05 | +4.4% |
| 62 | DFSE | DIMENSIONAL ETF TRUST | — | 4,117.0 | $201K | 0.05% | NEW | — | $48.88 | -2.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
56.5%
Financial Services
17.6%
Communication Services
7.3%
Consumer Cyclical
6.9%
Energy
6.7%
Industrials
5.0%