Werba Rubin Papier Wealth Management Incresed Positions in Q1 2025

Werba Rubin Papier Wealth Management

  • $460 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
GLD
Spdr Gold Trust

ETFs
2.49K
+ 80.19%
$243.19 - $288.14 $605K - $716K
5.59K $1.61B
SCHV
Schwab Strategic Tr Us Large C

ETFs
24.2K
+ 12.22%
$25.77 - $27.6 $623K - $667K
222K $5.9B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.69K
+ 90.11%
$91.45 - $91.75 $612K - $614K
14.1K $1.29B
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
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
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
AVRE
American Centy ETF Tr Avantis
4.74K
+ 25.3%
$40.62 - $44.31 $192K - $210K
23.5K $1.01B
AVGE
American Centy ETF Tr Avantis
3.36K
+ 13.64%
N/A
28K $1.99B
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
VOE
Vanguard Mid Cap Value Index F

ETFs
787
+ 6.01%
$156.61 - $168.02 $123K - $132K
13.9K $2.23B
JNJ
Johnson & Johnson

Healthcare
341
+ 16.39%
$142.06 - $167.7 $48.4K - $57.2K
2.42K $401M
ABBV
Abb Vie Inc.

Healthcare
149
+ 7.67%
$169.2 - $216.66 $25.2K - $32.3K
2.09K $438M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
682
+ 5.56%
$95.85 - $99.25 $65.4K - $67.7K
12.9K $1.28B
LLY
Eli Lilly & CO

Healthcare
75
+ 16.16%
$725.72 - $929.72 $54.4K - $69.7K
539 $445M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
54
+ 0.4%
$75.32 - $84.77 $4.07K - $4.58K
13.5K $1.1B
IFRA
Ishares Tr

ETFs
1.7K
+ 12.43%
$44.8 - $49.25 $76.1K - $83.6K
15.4K $692M
INTC
Intel Corp

Technology
10
+ 0.06%
$19.1 - $27.39 $191 - $274
17.6K $399M
DFAE
Dimensional ETF Tr

ETFs
625
+ 1.43%
$24.64 - $26.86 $15.4K - $16.8K
44.5K $1.15B
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.66%
$890.62 - $1076.86 $6.23K - $7.54K
1.07K $1.01B
AVSU
American Centy ETF Tr Avantis

ETFs
784
+ 24.89%
$61.4 - $69.08 $48.1K - $54.2K
3.93K $245M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
281
+ 0.93%
$51.52 - $52.37 $14.5K - $14.7K
30.5K $1.6B
VOT
Vanguard Mid Cap Growth Index

ETFs
456
+ 5.29%
$237.72 - $276.98 $108K - $126K
9.07K $2.22B
American Centy ETF Tr
114
+ 1.06%
N/A
10.8K $589M
DE
Deere & CO

Industrials
5
+ 0.77%
$408.57 - $509.27 $2.04K - $2.55K
656 $308M
NEAR
Blackrock Short Maturity Bond

ETFs
419
+ 3.11%
$50.4 - $50.89 $21.1K - $21.3K
13.9K $706M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.02%
$23.92 - $26.89 $71.8 - $80.7
19.2K $497M
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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