Werba Rubin Papier Wealth Management Reduced Holdings in Q3 2024

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-35.1K
- 31.54%
$22.61 - $22.79 $794K - $801K
76.3K $1.73B
IBHD
Ishares Ibonds 2024 Term High

ETFs
-29.2K
- 40.29%
$23.11 - $23.29 $674K - $679K
43.2K $1.01B
SOXX
Ishares Semiconductor ETF

ETFs
-1.1K
- 19.43%
$199.29 - $265.49 $219K - $292K
4.56K $1.05B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.97K
- 10.71%
$92.63 - $105.69 $368K - $420K
33.1K $3.45B
CMF
Ishares California Muni Bond E

ETFs
-5.41K
- 26.41%
$56.65 - $58.17 $306K - $315K
15.1K $876M
PWZ
Invesco California Amt Free Mu

ETFs
-11.8K
- 54.74%
$24.63 - $25.25 $292K - $299K
9.79K $246M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.21K
- 19.37%
$194.66 - $225.97 $235K - $273K
5.02K $1.11B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-7.64K
- 25.24%
$28.25 - $31.7 $216K - $242K
22.6K $697M
INTC
Intel Corp

Technology
-286
- 1.66%
$18.9 - $34.87 $5.41K - $9.97K
17K $399M
NVO
Novo Nordisk A S

Healthcare
-7
- 0.13%
$119.07 - $145.42 $833 - $1.02K
5.46K $650M
JNJ
Johnson & Johnson

Healthcare
-558
- 21.7%
$145.48 - $167.38 $81.2K - $93.4K
2.01K $326M
PSX
Phillips 66

Energy
-182
- 8.86%
$125.0 - $147.17 $22.8K - $26.8K
1.87K $246M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.11K
- 4.39%
$56.04 - $62.99 $118K - $133K
45.8K $2.8B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-462
- 9.26%
$49.93 - $51.15 $23.1K - $23.6K
4.53K $231M
ELV
Elevance Health, Inc.

Healthcare
-14
- 3.37%
$500.12 - $562.29 $7K - $7.87K
402 $209M
ADI
Analog Devices Inc

Technology
-72
- 5.17%
$200.56 - $243.33 $14.4K - $17.5K
1.32K $304M
ENIC
Enel Chile S.A.

Utilities
-3.08K
- 16.33%
$2.54 - $2.95 $7.82K - $9.09K
15.8K $44M
American Centy ETF Tr
-203
- 5.25%
N/A
3.66K $219M
VNAM
Global X Fds Msci Vietnam ETF
-586
- 3.97%
N/A
14.2K $236M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-875
- 6.1%
$75.63 - $84.89 $66.2K - $74.3K
13.5K $1.13B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-255
- 3.68%
$62.4 - $62.4 $15.9K - $15.9K
6.67K $442M
HSBC
Hsbc Holdings PLC

Financial Services
-40
- 0.7%
$40.42 - $45.91 $1.62K - $1.84K
5.64K $255M
TXN
Texas Instruments Inc

Technology
-13
- 1.02%
$194.6 - $194.6 $2.53K - $2.53K
1.26K $261M
BDN
Brandywine Realty Trust

Real Estate
-173
- 1.18%
$4.3 - $5.44 $744 - $941
14.5K $79.1M
INDA
Ishares Msci India Index Fund

ETFs
-143
- 1.71%
$54.86 - $59.22 $7.84K - $8.47K
8.2K $480M
MA
Mastercard Inc

Financial Services
-148
- 7.43%
$429.6 - $500.99 $63.6K - $74.1K
1.84K $910M
NOW
Service Now, Inc.

Technology
-1
- 0.25%
$730.87 - $937.36 $731 - $937
393 $351M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-82
- 0.68%
$96.25 - $101.98 $7.89K - $8.36K
12K $1.21B
IFRA
Ishares Tr

ETFs
-446
- 3.16%
$41.55 - $46.97 $18.5K - $20.9K
13.7K $642M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-67
- 0.52%
$59.25 - $65.33 $3.97K - $4.38K
12.8K $827M
TGT
Target Corp

Consumer Defensive
-29
- 0.27%
$133.47 - $159.25 $3.87K - $4.62K
10.6K $1.65B
VOT
Vanguard Mid Cap Growth Index

ETFs
-120
- 1.34%
$218.05 - $243.47 $26.2K - $29.2K
8.82K $2.15B
CRM
Salesforce, Inc.

Technology
-239
- 2.46%
$238.42 - $276.53 $57K - $66.1K
9.48K $2.6B
DFAI
Dimensional ETF Tr

ETFs
-3.06K
- 2.48%
$28.69 - $32.06 $87.7K - $98K
120K $3.82B
IBM
International Business Machines Corp

Technology
-63
- 1.61%
$175.1 - $223.38 $11K - $14.1K
3.86K $852M
VBR
Vanguard Small Cap Value ETF

ETFs
-749
- 4.18%
$179.99 - $201.6 $135K - $151K
17.2K $3.45B
VOE
Vanguard Mid Cap Value Index F

ETFs
-43
- 0.32%
$149.02 - $167.67 $6.41K - $7.21K
13.3K $2.24B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.25K
- 0.6%
$38.51 - $41.69 $48.3K - $52.2K
206K $8.6B
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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