Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RUEDI WEALTH MANAGEMENT INC | 07-17-2024 | 06-30-2024 | 492 | 253,953,611 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 51 | $252,052 | 5,760 | 0.00 | 0.00 | -49 | -0.84 | 06-30-2024 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 52 | $218,055 | 3,470 | 0.00 | 0.00 | -112 | -3.13 | 06-30-2024 |
| PEPSICO INC | COM | 53 | $183,234 | 1,111 | 0.00 | 0.00 | 212 | 23.58 | 06-30-2024 |
| ORACLE CORP | COM | 54 | $170,422 | 1,207 | 0.00 | 0.00 | 40 | 3.43 | 06-30-2024 |
