Werba Rubin Papier Wealth Management Purchases in Q3 2024

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
3.49K
New
$56.47 - $63.69 $197K - $222K
3.49K $220M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.97K
New
$65.06 - $71.72 $193K - $213K
2.97K $211M
GS
Goldman Sachs Group Inc

Financial Services
425
New
$459.02 - $510.25 $195K - $217K
425 $211M
GIB
Cgi Inc

Technology
1.81K
New
$99.02 - $116.4 $179K - $210K
1.81K $208M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
211
+ 0.22%
$31.05 - $34.29 $6.55K - $7.24K
97.1K $3.33B
GWW
W.W. Grainger, Inc.

Industrials
197
New
$896.19 - $1044.18 $177K - $206K
197 $205M
PLD
Prologis, Inc.

Real Estate
1.61K
New
$111.95 - $132.43 $181K - $214K
1.61K $204M
VV
Vanguard Large Cap ETF

ETFs
773
New
$236.92 - $263.4 $183K - $204K
773 $204M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.25K
New
$136.93 - $162.81 $171K - $203K
1.25K $200M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.98K
+ 10.74%
$51.02 - $52.74 $152K - $157K
30.7K $1.62B
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
ING
Ing Groep Nv

Financial Services
10.2K
New
$16.55 - $18.66 $169K - $190K
10.2K $185M
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
VBK
Vanguard Small Cap Growth ETF

ETFs
29
+ 0.52%
$240.48 - $267.94 $6.97K - $7.77K
5.65K $1.51B
CSCO
Cisco Systems, Inc.

Technology
1.07K
+ 13.23%
$44.74 - $53.22 $48.1K - $57.2K
9.19K $489M
ASX
Ase Technology Holding Co., Ltd.

Technology
10.2K
New
$8.6 - $12.5 $87.7K - $128K
10.2K $99.6M
VZ
Verizon Communications Inc

Communication Services
1.37K
+ 14.26%
$38.89 - $45.0 $53.4K - $61.7K
11K $494M
XOM
Exxon Mobil Corp

Energy
554
+ 4.05%
$109.72 - $119.0 $60.8K - $65.9K
14.2K $1.67B
LLY
Eli Lilly & CO

Healthcare
113
+ 28.61%
$772.14 - $960.02 $87.3K - $108K
508 $450M
KO
Coca Cola CO

Consumer Defensive
728
+ 15.8%
$62.69 - $73.01 $45.6K - $53.2K
5.34K $383M
BAC
Bank Of America Corp

Financial Services
2.28K
+ 26.18%
$36.65 - $44.13 $83.6K - $101K
11K $436M
T
At&T Inc.

Communication Services
1.17K
+ 5.47%
$18.21 - $22.28 $21.3K - $26.1K
22.6K $497M
SAP
Sap Se

Technology
220
+ 17.84%
$197.21 - $231.0 $43.4K - $50.8K
1.45K $333M
V
Visa Inc.

Financial Services
20
+ 0.32%
$253.74 - $291.56 $5.07K - $5.83K
6.28K $1.73B
DISV
Dimensional ETF Tr Dimensional

ETFs
9
+ 0.02%
$26.06 - $29.18 $235 - $263
37.4K $1.09B
VGT
Vanguard Information Technolog

ETFs
118
+ 10.09%
$514.43 - $606.85 $60.7K - $71.6K
1.29K $755M
NFLX
Netflix Inc

Communication Services
83
+ 13.41%
$598.55 - $722.26 $49.7K - $59.9K
702 $498M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.06K
+ 6.57%
$30.27 - $34.42 $31.9K - $36.3K
17.1K $584M
KEYS
Keysight Technologies, Inc.

Technology
229
+ 13.53%
$119.86 - $158.87 $27.4K - $36.4K
1.92K $305M
WIT
Wipro LTD

Technology
11K
New
$5.66 - $6.89 $62.3K - $75.9K
11K $71.4M
ABBV
Abb Vie Inc.

Healthcare
98
+ 5.02%
$163.84 - $199.33 $16.1K - $19.5K
2.05K $405M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
524
+ 6.54%
$58.03 - $65.37 $30.4K - $34.3K
8.53K $552M
DFAE
Dimensional ETF Tr

ETFs
34
+ 0.08%
$24.46 - $27.82 $832 - $946
43.8K $1.2B
ABEV
Ambev S.A.

Consumer Defensive
26.3K
New
$2.04 - $2.44 $53.6K - $64.1K
26.3K $64.1M
AVGO
Broadcom Inc.

Technology
1.48K
+ 1103.73%
$136.27 - $1745.86 $202K - $2.58M
1.61K $278M
CAT
Caterpillar Inc

Industrials
32
+ 4.48%
$316.8 - $391.12 $10.1K - $12.5K
747 $292M
URI
United Rentals, Inc.

Industrials
2
+ 0.63%
$627.41 - $814.1 $1.25K - $1.63K
321 $260M
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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