Werba Rubin Papier Wealth Management Purchases in Q3 2025

Werba Rubin Papier Wealth Management

  • $619 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
97.6K
+ 284.75%
$153.3 - $186.58 $15M - $18.2M
132K $24.6B
VTV
Vanguard Value ETF

ETFs
49.9K
+ 87.86%
$175.51 - $186.57 $8.77M - $9.32M
107K $19.9B
AVUS
American Centy ETF Tr Avantis

ETFs
28.5K
+ 4.38%
$101.2 - $109.16 $2.89M - $3.11M
680K $73.9B
Capital Grp Fixed Incm ETF T
285K
+ 3078.74%
N/A
294K $7.81B
AVDE
American Centy ETF Tr Avantis

ETFs
31.3K
+ 4.17%
$73.24 - $79.04 $2.3M - $2.48M
784K $61.8B
AAPL
Apple Inc.

Technology
1.4K
+ 1.22%
$202.38 - $256.87 $284K - $360K
117K $29.7B
AVDV
American Centy ETF Tr Avantis

ETFs
14.2K
+ 4.71%
$79.24 - $89.03 $1.13M - $1.27M
316K $28.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
49.8K
+ 24.79%
$72.57 - $74.72 $3.62M - $3.72M
251K $18.7B
VUG
Vanguard Growth ETF

ETFs
956
+ 2.31%
$433.97 - $484.08 $415K - $463K
42.3K $20.3B
DFIV
Dimensional ETF Tr

ETFs
24.4K
+ 11.32%
$42.66 - $46.53 $1.04M - $1.14M
240K $11.1B
CGSD
Capital Grp Core Plus Income E
53.4K
New
N/A
53.4K $1.39B
AVEM
American Centy ETF Tr Avantis

ETFs
2.77K
+ 1.6%
$68.33 - $75.41 $190K - $209K
176K $13.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.31K
+ 27.2%
$617.65 - $666.84 $807K - $872K
6.11K $4.07B
GOOGL
Alphabet Inc.

Communication Services
1.02K
+ 8.01%
$174.36 - $254.72 $177K - $259K
13.7K $3.34B
GOOG
Alphabet Inc.

Communication Services
851
+ 6.38%
$175.16 - $255.24 $149K - $217K
14.2K $3.45B
COST
Costco Wholesale Corp

Consumer Defensive
1.24K
+ 114.3%
$915.95 - $994.57 $1.13M - $1.23M
2.32K $2.15B
VGLT
Vanguard Long Term Treasury Et

ETFs
16.7K
New
$54.21 - $57.41 $907K - $960K
16.7K $951M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.7K
+ 51.01%
$459.11 - $506.91 $778K - $859K
5.02K $2.52B
AVSF
American Centy ETF Tr Avantis

ETFs
18.6K
+ 16.44%
$46.71 - $47.3 $871K - $882K
132K $6.24B
AVIG
American Centy ETF Tr Avantis

ETFs
16.1K
+ 111.26%
$41.02 - $42.32 $662K - $683K
30.7K $1.29B
IEF
Ishares Barclays

ETFs
5.93K
+ 5.17%
$93.91 - $97.26 $557K - $577K
121K $11.6B
KKR
Kkr & Co. Inc.

Financial Services
4.72K
New
$129.95 - $152.16 $613K - $718K
4.72K $613M
Dimensional ETF Trust
9.98K
New
N/A
9.98K $553M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.61K
+ 120.26%
$50.79 - $76.4 $285K - $429K
10.3K $785M
Silvaco Group Inc
86.1K
+ 86.08%
N/A
186K $1.01B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.87K
+ 10.66%
$86.07 - $90.74 $505K - $533K
60.9K $5.46B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.3K
New
$23.82 - $25.84 $436K - $473K
18.3K $470M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.81K
+ 12.53%
$164.63 - $174.58 $298K - $316K
16.3K $2.84B
AVGE
American Centy ETF Tr Avantis
3.01K
+ 9.89%
N/A
33.4K $2.79B
VBR
Vanguard Small Cap Value ETF

ETFs
978
+ 6.19%
$195.41 - $212.37 $191K - $208K
16.8K $3.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.19K
+ 2.08%
$67.01 - $72.84 $79.7K - $86.6K
58.3K $4.22B
MSFT
Microsoft Corp

Technology
328
+ 3.13%
$491.09 - $535.64 $161K - $176K
10.8K $5.59B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.8K
New
$26.38 - $27.95 $365K - $387K
13.8K $378M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.55K
+ 18.35%
$47.86 - $48.43 $361K - $366K
48.7K $2.35B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
512
+ 0.4%
$36.04 - $38.78 $18.5K - $19.9K
129K $4.97B
JPM
Jpmorgan Chase & CO

Financial Services
743
+ 14.63%
$282.78 - $316.06 $210K - $235K
5.82K $1.84B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
236
+ 0.35%
$49.43 - $54.52 $11.7K - $12.9K
67.6K $3.66B
Blackrock Inc
275
New
N/A
275 $321M
ORCL
Oracle Corp

Technology
155
+ 3.56%
$218.96 - $328.33 $33.9K - $50.9K
4.51K $1.27B
DFAU
Dimensional ETF Tr

ETFs
4.28K
+ 12.83%
$42.42 - $45.96 $182K - $197K
37.6K $1.72B
SIVR
Abrdn Silver ETF Trust

ETFs
6.9K
New
$34.34 - $44.62 $237K - $308K
6.9K $307M
Vanguard Malvern Fds
3.98K
New
N/A
3.98K $305M
KLAC
Kla Corp

Technology
263
New
$843.9 - $1078.6 $222K - $284K
263 $284M
O
Realty Income Corp

Real Estate
4.58K
New
$56.13 - $60.79 $257K - $278K
4.58K $278M
APP
App Lovin Corp

Technology
368
New
$335.1 - $718.54 $123K - $264K
368 $264M
HOOD
Robinhood Markets, Inc.

Technology
1.82K
New
$91.27 - $143.18 $166K - $260K
1.82K $260M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.15K
+ 2.55%
$53.36 - $59.69 $61.1K - $68.3K
46.1K $2.68B
DIS
Walt Disney CO

Communication Services
2.39K
+ 121.17%
$112.25 - $124.0 $268K - $296K
4.36K $499M
Dimensional ETF Trust
4.45K
New
N/A
4.45K $248M
Activity Summary
Buys All Purchases 147 New Holdings 26 Increased Positions 121 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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