Werba Rubin Papier Wealth Management Incresed Positions in Q2 2025

Werba Rubin Papier Wealth Management

  • $532 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
30K
+ 4.82%
$81.38 - $100.82 $2.44M - $3.02M
652K $65.7B
AVDE
American Centy ETF Tr Avantis

ETFs
13.8K
+ 1.87%
$59.32 - $74.36 $819K - $1.03M
753K $55.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
72.6K
+ 56.5%
$72.02 - $73.82 $5.23M - $5.36M
201K $14.8B
AVDV
American Centy ETF Tr Avantis

ETFs
10.1K
+ 3.46%
$61.76 - $79.32 $624K - $801K
302K $24B
AAPL
Apple Inc.

Technology
24K
+ 26.26%
$172.42 - $223.89 $4.13M - $5.37M
115K $23.6B
VUG
Vanguard Growth ETF

ETFs
1.45K
+ 3.63%
$329.49 - $438.4 $477K - $635K
41.4K $18.1B
AVEM
American Centy ETF Tr Avantis

ETFs
10.6K
+ 6.52%
$53.08 - $68.54 $562K - $726K
173K $11.9B
AVUV
American Centy ETF Tr Avantis

ETFs
2.01K
+ 0.44%
$75.17 - $91.21 $151K - $183K
455K $41.5B
IEF
Ishares Barclays

ETFs
18.2K
+ 18.93%
$93.15 - $96.56 $1.7M - $1.76M
115K $11B
NVDA
Nvidia Corp

Technology
571
+ 1.69%
$94.31 - $157.99 $53.9K - $90.2K
34.3K $5.42B
SNOW
Snowflake Inc.

Technology
2.47K
+ 32.52%
$130.53 - $223.77 $322K - $552K
10K $2.25B
VTV
Vanguard Value ETF

ETFs
4.42K
+ 8.42%
$153.67 - $176.74 $678K - $780K
56.8K $10B
DFAI
Dimensional ETF Tr

ETFs
14.8K
+ 10.66%
$28.02 - $34.71 $415K - $514K
154K $5.32B
META
Meta Platforms, Inc.

Communication Services
103
+ 1.92%
$484.66 - $738.09 $49.9K - $76K
5.46K $4.03B
AVLV
American Centy ETF Tr Avantis
10.9K
+ 24.61%
$56.85 - $68.21 $621K - $746K
55.4K $3.78B
DFIV
Dimensional ETF Tr

ETFs
3.25K
+ 1.53%
$34.67 - $43.21 $113K - $141K
216K $9.24B
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.79K
+ 13.48%
$53.65 - $67.02 $364K - $455K
57.1K $3.83B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.5K
+ 9.82%
$29.12 - $35.84 $334K - $411K
128K $4.6B
DFSD
Dimensional ETF Tr Short Durat

ETFs
14.4K
+ 53.88%
$47.09 - $48.01 $679K - $692K
41.2K $1.98B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.33K
+ 107.84%
$55.54 - $69.09 $463K - $576K
16.1K $1.11B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.32K
+ 4.4%
$75.29 - $91.16 $175K - $212K
55.1K $4.96B
Dimensional ETF Trust
7.79K
+ 79.41%
N/A
17.6K $1.18B
TSLA
Tesla, Inc.

Consumer Cyclical
778
+ 14.99%
$221.86 - $362.89 $173K - $282K
5.97K $1.9B
GOOGL
Alphabet Inc.

Communication Services
1.33K
+ 11.66%
$144.7 - $178.6 $192K - $237K
12.7K $2.24B
VOT
Vanguard Mid Cap Growth Index

ETFs
316
+ 3.48%
$216.28 - $284.39 $68.3K - $89.9K
9.39K $2.67B
GOOG
Alphabet Inc.

Communication Services
1.07K
+ 8.74%
$146.58 - $180.01 $157K - $193K
13.3K $2.36B
ORCL
Oracle Corp

Technology
395
+ 9.97%
$122.82 - $218.63 $48.5K - $86.4K
4.36K $953M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.17K
+ 3.33%
$39.89 - $49.46 $86.6K - $107K
67.3K $3.33B
JPM
Jpmorgan Chase & CO

Financial Services
586
+ 13.05%
$210.28 - $289.91 $123K - $170K
5.08K $1.47B
AVGE
American Centy ETF Tr Avantis
2.4K
+ 8.57%
N/A
30.4K $2.35B
SPY
Spdr S&P 500 ETF Trust

ETFs
140
+ 3.0%
$496.48 - $617.85 $69.5K - $86.5K
4.81K $2.97B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.91K
+ 27.74%
$91.43 - $91.74 $358K - $359K
18K $1.65B
VEA
Vanguard Ftse Developed Market

ETFs
5.42K
+ 82.0%
$45.65 - $57.01 $247K - $309K
12K $686M
NFLX
Netflix Inc

Communication Services
46
+ 6.68%
$855.86 - $1339.13 $39.4K - $61.6K
735 $984M
AVGO
Broadcom Inc.

Technology
537
+ 31.0%
$146.29 - $275.65 $78.6K - $148K
2.27K $626M
PLTR
Palantir Technologies Inc.

Technology
1.42K
+ 52.96%
$74.01 - $144.25 $105K - $204K
4.09K $557M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.46K
+ 100.51%
$41.1 - $42.37 $307K - $316K
14.9K $629M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.14K
+ 17.23%
$24.94 - $31.15 $153K - $191K
41.8K $1.3B
VTI
Vanguard Total Stock Market Et

ETFs
33
+ 0.34%
$243.75 - $303.93 $8.04K - $10K
9.79K $2.97B
DFAU
Dimensional ETF Tr

ETFs
4.16K
+ 14.25%
$34.04 - $42.36 $142K - $176K
33.4K $1.41B
IBM
International Business Machines Corp

Technology
305
+ 7.92%
$221.03 - $294.78 $67.4K - $89.9K
4.15K $1.22B
CMF
Ishares California Muni Bond E

ETFs
4.7K
+ 39.81%
$54.52 - $56.7 $256K - $267K
16.5K $921M
GLD
Spdr Gold Trust

ETFs
496
+ 8.88%
$273.71 - $316.29 $136K - $157K
6.08K $1.85B
V
Visa Inc.

Financial Services
594
+ 9.89%
$308.27 - $373.31 $183K - $222K
6.6K $2.34B
CDNS
Cadence Design Systems Inc

Technology
50
+ 1.3%
$231.64 - $323.08 $11.6K - $16.2K
3.9K $1.2B
SOXX
Ishares Semiconductor ETF

ETFs
137
+ 3.72%
$154.86 - $239.07 $21.2K - $32.8K
3.82K $911M
VBK
Vanguard Small Cap Growth ETF

ETFs
240
+ 4.15%
$219.76 - $276.94 $52.7K - $66.5K
6.02K $1.67B
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 0.38%
$416.06 - $551.64 $3.74K - $4.96K
2.37K $1.31B
VNQ
Vanguard Specialized Funds Van

ETFs
2.11K
+ 34.93%
$79.79 - $91.42 $168K - $193K
8.16K $726M
Activity Summary
Buys All Purchases 156 New Holdings 45 Increased Positions 111 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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