Werba Rubin Papier Wealth Management New Holdings in Q1 2025

Werba Rubin Papier Wealth Management

Stock	Shares change	Price Range	Shares Held
PRCT Procept Bio Robotics Corp Healthcare	210K New	$56.03 - $88.57 $11.8M - $18.6M	210K $12.2B
DFSD Dimensional ETF Tr Short Durat ETFs	26.7K New	$46.74 - $47.55 $1.25M - $1.27M	26.7K $1.27B
BRK-A Berkshire Hathaway Inc Financial Services	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798M
Dimensional ETF Trust	9.8K New	N/A	9.8K $601M
SPTL Spdr Portfolio Long Term Treas ETFs	11.6K New	$25.54 - $27.64 $296K - $320K	11.6K $316M
DFCF Dimensional ETF Tr Core Fxd In ETFs	7.42K New	$40.79 - $42.32 $303K - $314K	7.42K $312M
DUHP Dimensional ETF Tr Dimensional ETFs	8.82K New	$32.57 - $35.82 $287K - $316K	8.82K $292M
Spinnaker ETF Series	8.02K New	N/A	8.02K $269M
VGK Vanguard Ftse Europe ETF Ftse ETFs	3.71K New	$63.07 - $73.5 $234K - $272K	3.71K $260M
SHEL Shell PLC Energy	3.13K New	$62.84 - $73.29 $197K - $229K	3.13K $229M
KMI Kinder Morgan, Inc. Energy	7.99K New	$26.1 - $31.22 $208K - $249K	7.99K $228M
WM Waste Management Inc Industrials	959 New	$200.54 - $233.78 $192K - $224K	959 $222M
ICE Intercontinental Exchange, Inc. Financial Services	1.26K New	$142.8 - $176.36 $179K - $222K	1.26K $217M
GDX Vaneck ETF Tr Gold Miners ETF ETFs	4.66K New	$34.58 - $45.97 $161K - $214K	4.66K $214M
AEM Agnico Eagle Mines LTD Basic Materials	1.93K New	$79.66 - $108.41 $154K - $210K	1.93K $210M
KLAC Kla Corp Technology	304 New	$636.62 - $777.63 $194K - $236K	304 $207M
PWZ Invesco California Amt Free Mu ETFs	8.57K New	$23.68 - $24.72 $203K - $212K	8.57K $204M

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