Werba Rubin Papier Wealth Management Incresed Positions in Q3 2025

Werba Rubin Papier Wealth Management

  • $619 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.53K
+ 14.12%
$29.55 - $32.52 $74.6K - $82.1K
20.4K $655M
DISV
Dimensional ETF Tr Dimensional

ETFs
449
+ 1.23%
$32.78 - $35.79 $14.7K - $16.1K
37K $1.32B
JNJ
Johnson & Johnson

Healthcare
77
+ 2.66%
$155.17 - $185.42 $11.9K - $14.3K
2.97K $550M
Dimensional ETF Trust
66
+ 0.38%
N/A
17.7K $1.27B
AEM
Agnico Eagle Mines LTD

Basic Materials
3
+ 0.16%
$116.14 - $168.56 $348 - $506
1.86K $314M
BA
Boeing CO

Industrials
369
+ 35.86%
$209.79 - $237.38 $77.4K - $87.6K
1.4K $302M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
144
+ 0.9%
$68.24 - $73.73 $9.83K - $10.6K
16.2K $1.19B
CVX
Chevron Corp

Energy
205
+ 5.52%
$145.57 - $161.83 $29.8K - $33.2K
3.92K $609M
DFAS
Dimensional ETF Tr U S Small C

ETFs
196
+ 1.56%
$63.41 - $69.69 $12.4K - $13.7K
12.8K $876M
VNQ
Vanguard Specialized Funds Van

ETFs
583
+ 7.15%
$88.47 - $93.24 $51.6K - $54.4K
8.74K $799M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.4K
+ 9.39%
$41.8 - $43.15 $58.4K - $60.3K
16.3K $696M
CAT
Caterpillar Inc

Industrials
22
+ 3.49%
$390.92 - $477.15 $8.6K - $10.5K
653 $311M
NOC
Northrop Grumman Corp

Industrials
7
+ 1.26%
$498.9 - $609.32 $3.49K - $4.27K
561 $342M
C
Citigroup Inc

Financial Services
90
+ 2.66%
$85.57 - $103.49 $7.7K - $9.31K
3.47K $352M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
95
+ 0.62%
$14.73 - $19.31 $1.4K - $1.83K
15.3K $295M
GE
General Electric CO

Industrials
8
+ 0.61%
$244.75 - $305.63 $1.96K - $2.45K
1.32K $397M
AVRE
American Centy ETF Tr Avantis
1.13K
+ 5.02%
$43.53 - $45.34 $49.3K - $51.3K
23.7K $1.05B
IFRA
Ishares Tr

ETFs
28
+ 0.18%
$49.77 - $52.82 $1.39K - $1.48K
15.4K $813M
HSBC
Hsbc Holdings PLC

Financial Services
81
+ 1.63%
$60.27 - $70.98 $4.88K - $5.75K
5.06K $359M
UNH
Unitedhealth Group Inc

Healthcare
89
+ 12.06%
$237.77 - $353.61 $21.2K - $31.5K
827 $286M
American Centy ETF Tr
1.03K
+ 23.73%
N/A
5.34K $274M
GS
Goldman Sachs Group Inc

Financial Services
16
+ 3.49%
$696.56 - $806.32 $11.1K - $12.9K
475 $378M
MFG
Mizuho Financial Group Inc

Financial Services
2K
+ 5.86%
$5.42 - $6.85 $10.9K - $13.7K
36.2K $242M
BK
Bank Of New York Mellon Corp

Financial Services
15
+ 0.53%
$90.65 - $109.75 $1.36K - $1.65K
2.83K $309M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
32
+ 7.34%
$473.44 - $553.71 $15.2K - $17.7K
468 $256M
ITB
Ishares Tr

ETFs
3
+ 0.08%
$94.18 - $117.14 $283 - $351
3.67K $394M
LLY
Eli Lilly & CO

Healthcare
79
+ 13.1%
$625.65 - $812.69 $49.4K - $64.2K
682 $520M
TJX
Tjx Companies Inc

Consumer Cyclical
29
+ 1.35%
$121.35 - $144.54 $3.52K - $4.19K
2.18K $315M
MS
Morgan Stanley

Financial Services
73
+ 3.56%
$139.09 - $161.16 $10.2K - $11.8K
2.12K $337M
Spinnaker ETF Series
379
+ 4.73%
N/A
8.39K $394M
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 0.71%
$252.18 - $305.41 $1.51K - $1.83K
848 $259M
WFC
Wells Fargo & Company

Financial Services
420
+ 15.92%
$77.05 - $85.16 $32.4K - $35.8K
3.06K $256M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.08%
$237.58 - $259.17 $475 - $518
2.56K $650M
HPQ
Hp Inc

Technology
242
+ 1.77%
$24.45 - $29.35 $5.92K - $7.1K
13.9K $379M
MPC
Marathon Petroleum Corp

Energy
11
+ 0.7%
$158.59 - $198.69 $1.74K - $2.19K
1.59K $306M
ITA
Ishares Tr

ETFs
90
+ 7.92%
$184.73 - $209.26 $16.6K - $18.8K
1.23K $257M
MA
Mastercard Inc

Financial Services
53
+ 2.95%
$550.18 - $598.96 $29.2K - $31.7K
1.85K $1.05B
WELL
Welltower Inc.

Real Estate
35
+ 2.58%
$150.71 - $178.14 $5.27K - $6.23K
1.39K $248M
DASH
Door Dash, Inc.

Communication Services
10
+ 0.73%
$234.5 - $272.5 $2.35K - $2.73K
1.39K $378M
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.77%
$144.19 - $167.33 $1.73K - $2.01K
1.57K $263M
SYY
Sysco Corp

Consumer Defensive
196
+ 6.94%
$76.33 - $82.51 $15K - $16.2K
3.02K $249M
WMT
Walmart Inc.

Consumer Defensive
105
+ 2.42%
$94.4 - $104.27 $9.91K - $10.9K
4.45K $459M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.16%
$214.92 - $244.84 $430 - $490
1.26K $305M
SAN
Banco Santander, S.A.

Financial Services
725
+ 7.17%
$8.27 - $10.48 $6K - $7.6K
10.8K $114M
NMR
Nomura Holdings Inc

Financial Services
2.42K
+ 13.81%
$6.28 - $7.56 $15.2K - $18.3K
19.9K $145M
PEP
Pepsico Inc

Consumer Defensive
89
+ 5.08%
$133.81 - $152.16 $11.9K - $13.5K
1.84K $258M
IWR
Ishares Russell Mid Cap ETF

ETFs
16
+ 0.3%
$92.26 - $97.51 $1.48K - $1.56K
5.42K $524M
AVSU
American Centy ETF Tr Avantis

ETFs
59
+ 1.44%
$68.72 - $74.09 $4.05K - $4.37K
4.17K $307M
CSCO
Cisco Systems, Inc.

Technology
468
+ 5.64%
$66.2 - $71.79 $31K - $33.6K
8.77K $600M
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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