Werba Rubin Papier Wealth Management Incresed Positions in Q3 2024

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
NVDA
Nvidia Corp

Technology
8.43K
+ 29.96%
$98.91 - $134.91 $834K - $1.14M
36.6K $4.44B
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
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
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
13.4K
+ 79.9%
$19.01 - $20.7 $255K - $278K
30.2K $617M
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
AMZN
Amazon Com Inc

Consumer Cyclical
1.91K
+ 11.23%
$161.02 - $200.0 $308K - $383K
19K $3.53B
DFAT
Dimensional ETF Tr U S Target

ETFs
862
+ 1.74%
$51.0 - $57.07 $44K - $49.2K
50.5K $2.81B
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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.68K
+ 6.52%
$74.26 - $78.84 $125K - $133K
27.5K $2.15B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
211
+ 0.22%
$31.05 - $34.29 $6.55K - $7.24K
97.1K $3.33B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.98K
+ 10.74%
$51.02 - $52.74 $152K - $157K
30.7K $1.62B
SBUX
Starbucks Corp

Consumer Cyclical
780
+ 13.12%
$72.51 - $98.6 $56.6K - $76.9K
6.73K $656M
VB
Vanguard Small Cap ETF

ETFs
553
+ 18.61%
$214.77 - $237.72 $119K - $131K
3.52K $836M
ORCL
Oracle Corp

Technology
577
+ 19.13%
$125.9 - $170.35 $72.6K - $98.3K
3.59K $612M
PSA
Public Storage

Real Estate
22
+ 0.99%
$283.13 - $365.01 $6.23K - $8.03K
2.24K $814M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6.68K
+ 13.36%
$23.08 - $23.52 $154K - $157K
56.7K $1.33B
COST
Costco Wholesale Corp

Consumer Defensive
149
+ 15.14%
$801.83 - $917.05 $119K - $137K
1.13K $1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.64K
+ 24.2%
$25.36 - $28.37 $118K - $132K
23.8K $670M
UNH
Unitedhealth Group Inc

Healthcare
151
+ 15.25%
$488.01 - $604.18 $73.7K - $91.2K
1.14K $667M
HD
Home Depot, Inc.

Consumer Cyclical
201
+ 16.82%
$333.64 - $405.2 $67.1K - $81.4K
1.4K $566M
DFUS
Dimensional ETF Tr U S Equity

ETFs
170
+ 0.41%
$56.04 - $62.2 $9.53K - $10.6K
41.9K $2.6B
Dimensional ETF Trust
3.46K
+ 15.86%
N/A
25.3K $779M
ITB
Ishares Tr

ETFs
2
+ 0.04%
$97.52 - $128.64 $195 - $257
5.06K $643M
NEAR
Blackrock Short Maturity Bond

ETFs
2.12K
+ 18.56%
$50.09 - $51.31 $106K - $109K
13.5K $693M
JPM
Jpmorgan Chase & CO

Financial Services
376
+ 8.57%
$194.9 - $224.8 $73.3K - $84.5K
4.76K $1B
A
Agilent Technologies, Inc.

Healthcare
437
+ 16.53%
$125.42 - $148.48 $54.8K - $64.9K
3.08K $457M
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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