Werba Rubin Papier Wealth Management Purchases in Q3 2024

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
215K
New
$32.17 - $35.98 $6.92M - $7.74M
215K $7.52B
AVUS
American Centy ETF Tr Avantis

ETFs
37.3K
+ 6.58%
$86.27 - $95.15 $3.21M - $3.54M
604K $57.4B
AVDE
American Centy ETF Tr Avantis

ETFs
42K
+ 5.99%
$60.09 - $67.67 $2.53M - $2.84M
744K $49.8B
AAPL
Apple Inc.

Technology
16.8K
+ 17.69%
$207.23 - $234.82 $3.49M - $3.95M
112K $26.1B
AVUV
American Centy ETF Tr Avantis

ETFs
17.3K
+ 3.93%
$88.24 - $99.7 $1.53M - $1.72M
458K $43.9B
AVSF
American Centy ETF Tr Avantis

ETFs
88K
New
$45.96 - $47.18 $4.04M - $4.15M
88K $4.15B
AVDV
American Centy ETF Tr Avantis

ETFs
11.6K
+ 4.32%
$62.52 - $71.12 $728K - $828K
281K $19.9B
VTV
Vanguard Value ETF

ETFs
9.1K
+ 24.5%
$159.75 - $174.57 $1.45M - $1.59M
46.2K $8.07B
AVIV
American Centy ETF Tr Avantis
34.8K
+ 442.56%
$50.37 - $56.43 $1.75M - $1.96M
42.6K $2.39B
AVLV
American Centy ETF Tr Avantis
19.8K
+ 95.74%
$60.05 - $65.83 $1.19M - $1.3M
40.4K $2.66B
AVEM
American Centy ETF Tr Avantis

ETFs
11.2K
+ 7.57%
$57.2 - $65.59 $642K - $736K
159K $10.3B
AVSC
American Centy ETF Tr Avantis
18.3K
New
$49.07 - $56.13 $897K - $1.03M
18.3K $988M
NVDA
Nvidia Corp

Technology
8.43K
+ 29.96%
$98.91 - $134.91 $834K - $1.14M
36.6K $4.44B
DFIV
Dimensional ETF Tr

ETFs
13K
+ 6.51%
$34.66 - $38.38 $449K - $497K
212K $8.07B
VUG
Vanguard Growth ETF

ETFs
1.08K
+ 2.85%
$341.08 - $391.94 $367K - $422K
38.8K $14.9B
AVGE
American Centy ETF Tr Avantis
9.61K
+ 73.68%
N/A
22.7K $1.67B
IVV
Ishares Core S&P 500 ETF

ETFs
1.05K
+ 42.9%
$520.18 - $576.82 $544K - $603K
3.48K $2.01B
TSLA
Tesla, Inc.

Consumer Cyclical
765
+ 10.35%
$191.76 - $263.26 $147K - $201K
8.16K $2.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
771
+ 8.69%
$475.2 - $527.7 $366K - $407K
9.64K $5.09B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.86K
+ 5.92%
$80.13 - $88.89 $229K - $254K
51.1K $4.51B
American Centy ETF Tr
10.3K
New
N/A
10.3K $581M
AVES
American Centy ETF Tr Avantis

ETFs
9.62K
New
$46.0 - $52.55 $442K - $505K
9.62K $502M
SCHV
Schwab Strategic Tr Us Large C

ETFs
805
+ 1.24%
$73.43 - $80.37 $59.1K - $64.7K
65.5K $5.26B
META
Meta Platforms, Inc.

Communication Services
194
+ 3.86%
$453.41 - $572.44 $88K - $111K
5.22K $2.99B
AVRE
American Centy ETF Tr Avantis
8.39K
+ 89.3%
$40.95 - $48.28 $344K - $405K
17.8K $839M
VNQ
Vanguard Specialized Funds Van

ETFs
3.67K
+ 88.4%
$82.97 - $98.97 $305K - $364K
7.83K $763M
QQQ
Invesco Qqq Trust, Series 1

ETFs
809
+ 59.05%
$434.77 - $502.96 $352K - $407K
2.18K $1.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
581
+ 30.64%
$517.38 - $573.86 $301K - $333K
2.48K $1.42B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
477
+ 20.33%
$405.19 - $478.57 $193K - $228K
2.82K $1.3B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.57K
+ 2.55%
$41.9 - $48.26 $65.8K - $75.8K
63.2K $3.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.5K
New
$105.53 - $118.34 $264K - $296K
2.5K $292M
IWB
Ishares Tr Russell 1000 ETF

ETFs
879
New
$283.28 - $314.39 $249K - $276K
879 $276M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
13.4K
+ 79.9%
$19.01 - $20.7 $255K - $278K
30.2K $617M
QCOM
Qualcomm Inc

Technology
1.46K
New
$156.12 - $209.64 $227K - $305K
1.46K $248M
O
Realty Income Corp

Real Estate
3.9K
New
$52.36 - $63.42 $204K - $247K
3.9K $247M
VHT
Vanguard Health Care ETF

ETFs
674
+ 19.8%
$261.88 - $288.1 $177K - $194K
4.08K $1.15B
GILD
Gilead Sciences, Inc.

Healthcare
367
+ 2.67%
$66.59 - $83.99 $24.4K - $30.8K
14.1K $1.18B
PGR
Progressive Corp

Financial Services
942
New
$209.46 - $259.24 $197K - $244K
942 $239M
AMZN
Amazon Com Inc

Consumer Cyclical
1.91K
+ 11.23%
$161.02 - $200.0 $308K - $383K
19K $3.53B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.5K
New
$60.13 - $68.17 $211K - $239K
3.5K $237M
DFAT
Dimensional ETF Tr U S Target

ETFs
862
+ 1.74%
$51.0 - $57.07 $44K - $49.2K
50.5K $2.81B
LOW
Lowes Companies Inc

Consumer Cyclical
862
New
$213.3 - $270.78 $184K - $233K
862 $233M
WMT
Walmart Inc.

Consumer Defensive
2.89K
New
$66.91 - $81.4 $193K - $235K
2.89K $233M
MSFT
Microsoft Corp

Technology
852
+ 10.26%
$395.15 - $467.56 $337K - $398K
9.16K $3.94B
VTI
Vanguard Total Stock Market Et

ETFs
336
+ 3.97%
$255.18 - $283.2 $85.7K - $95.2K
8.81K $2.49B
VEA
Vanguard Ftse Developed Market

ETFs
4.3K
New
$47.6 - $53.31 $205K - $229K
4.3K $227M
DHI
Horton D R Inc

Consumer Cyclical
1.17K
New
$135.21 - $197.06 $158K - $231K
1.17K $224M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.68K
+ 6.52%
$74.26 - $78.84 $125K - $133K
27.5K $2.15B
MS
Morgan Stanley

Financial Services
2.12K
New
$92.07 - $106.96 $195K - $227K
2.12K $221M
Activity Summary
Buys All Purchases 138 New Holdings 29 Increased Positions 109 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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