Werba Rubin Papier Wealth Management Purchases in Q1 2025

Werba Rubin Papier Wealth Management

  • $460 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PRCT
Procept Bio Robotics Corp

Healthcare
210K
New
$56.03 - $88.57 $11.8M - $18.6M
210K $12.2B
SCHQ
Schwab Strategic Tr Long Term

ETFs
328K
+ 107.57%
$30.72 - $33.22 $10.1M - $10.9M
633K $20.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
114K
+ 801.16%
$71.17 - $73.66 $8.13M - $8.41M
128K $9.43B
IEF
Ishares Barclays

ETFs
83.4K
+ 639.67%
$91.17 - $95.39 $7.6M - $7.95M
96.4K $9.19B
AVDV
American Centy ETF Tr Avantis

ETFs
6.21K
+ 2.17%
$63.74 - $71.96 $396K - $447K
292K $20.4B
VTV
Vanguard Value ETF

ETFs
6.74K
+ 14.75%
$167.73 - $179.21 $1.13M - $1.21M
52.4K $9.06B
DFSD
Dimensional ETF Tr Short Durat

ETFs
26.7K
New
$46.74 - $47.55 $1.25M - $1.27M
26.7K $1.27B
AVSF
American Centy ETF Tr Avantis

ETFs
20.7K
+ 22.3%
$45.96 - $46.74 $953K - $969K
114K $5.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.93K
+ 70.29%
$551.42 - $612.93 $1.06M - $1.18M
4.67K $2.61B
DFAU
Dimensional ETF Tr

ETFs
24.2K
+ 483.01%
$37.84 - $42.29 $915K - $1.02M
29.2K $1.12B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
SCHV
Schwab Strategic Tr Us Large C

ETFs
24.2K
+ 12.22%
$25.77 - $27.6 $623K - $667K
222K $5.9B
DFAI
Dimensional ETF Tr

ETFs
13.3K
+ 10.62%
$28.88 - $32.4 $385K - $432K
139K $4.34B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.69K
+ 90.11%
$91.45 - $91.75 $612K - $614K
14.1K $1.29B
Dimensional ETF Trust
9.8K
New
N/A
9.8K $601M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
19.6K
+ 20.1%
$32.42 - $36.13 $634K - $707K
117K $3.86B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.43K
+ 6.95%
$78.97 - $85.82 $271K - $294K
52.7K $4.37B
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.9K
+ 50.07%
$25.54 - $28.79 $303K - $342K
35.6K $989M
AVIV
American Centy ETF Tr Avantis
2.95K
+ 6.98%
$51.51 - $58.54 $152K - $173K
45.2K $2.56B
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.6K
New
$25.54 - $27.64 $296K - $320K
11.6K $316M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.42K
New
$40.79 - $42.32 $303K - $314K
7.42K $312M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.82K
New
$32.57 - $35.82 $287K - $316K
8.82K $292M
AVLV
American Centy ETF Tr Avantis
5.17K
+ 13.16%
$63.51 - $70.42 $328K - $364K
44.4K $2.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 2.73%
$442.66 - $534.52 $35.4K - $42.8K
3.01K $1.6B
Spinnaker ETF Series
8.02K
New
N/A
8.02K $269M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.71K
New
$63.07 - $73.5 $234K - $272K
3.71K $260M
AVEM
American Centy ETF Tr Avantis

ETFs
601
+ 0.37%
$57.11 - $62.4 $34.3K - $37.5K
163K $9.79B
VTI
Vanguard Total Stock Market Et

ETFs
1.4K
+ 16.69%
$271.18 - $303.12 $378K - $423K
9.75K $2.68B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.65K
+ 5.94%
$42.5 - $46.71 $155K - $171K
65.2K $2.95B
V
Visa Inc.

Financial Services
75
+ 1.26%
$306.92 - $362.71 $23K - $27.2K
6.01K $2.1B
SHEL
Shell PLC

Energy
3.13K
New
$62.84 - $73.29 $197K - $229K
3.13K $229M
KMI
Kinder Morgan, Inc.

Energy
7.99K
New
$26.1 - $31.22 $208K - $249K
7.99K $228M
AVRE
American Centy ETF Tr Avantis
4.74K
+ 25.3%
$40.62 - $44.31 $192K - $210K
23.5K $1.01B
WM
Waste Management Inc

Industrials
959
New
$200.54 - $233.78 $192K - $224K
959 $222M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.26K
New
$142.8 - $176.36 $179K - $222K
1.26K $217M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.66K
New
$34.58 - $45.97 $161K - $214K
4.66K $214M
AVGE
American Centy ETF Tr Avantis
3.36K
+ 13.64%
N/A
28K $1.99B
AEM
Agnico Eagle Mines LTD

Basic Materials
1.93K
New
$79.66 - $108.41 $154K - $210K
1.93K $210M
KLAC
Kla Corp

Technology
304
New
$636.62 - $777.63 $194K - $236K
304 $207M
PWZ
Invesco California Amt Free Mu

ETFs
8.57K
New
$23.68 - $24.72 $203K - $212K
8.57K $204M
XOM
Exxon Mobil Corp

Energy
308
+ 2.18%
$105.44 - $118.93 $32.5K - $36.6K
14.4K $1.72B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.03K
+ 84.15%
$182.82 - $196.21 $187K - $201K
2.24K $422M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
6.01K
+ 19.4%
$19.66 - $21.64 $118K - $130K
37K $794M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.11K
+ 11.29%
$59.61 - $66.71 $304K - $341K
50.3K $3.04B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.15K
+ 3.7%
$73.78 - $76.59 $84.6K - $87.8K
32.1K $2.46B
CVX
Chevron Corp

Energy
178
+ 4.15%
$146.71 - $167.97 $26.1K - $29.9K
4.47K $747M
AVES
American Centy ETF Tr Avantis

ETFs
2.41K
+ 24.01%
$44.71 - $48.65 $108K - $117K
12.4K $586M
IAU
Ishares Gold Trust

ETFs
209
+ 1.86%
$49.74 - $58.96 $10.4K - $12.3K
11.4K $675M
VEA
Vanguard Ftse Developed Market

ETFs
1.99K
+ 43.1%
$47.4 - $52.99 $94.3K - $105K
6.61K $336M
Activity Summary
Buys All Purchases 92 New Holdings 17 Increased Positions 75 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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