Werba Rubin Papier Wealth Management Reduced Holdings in Q3 2025

Werba Rubin Papier Wealth Management

  • $619 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
-71K
- 12.27%
$30.81 - $32.63 $2.19M - $2.32M
507K $16.4B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-15.8K
- 48.19%
$76.16 - $78.59 $1.2M - $1.24M
17K $1.33B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.58K
- 47.59%
$91.44 - $91.77 $784K - $787K
9.45K $867M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-26.8K
- 17.03%
$23.03 - $23.12 $618K - $620K
131K $3.02B
CMF
Ishares California Muni Bond E

ETFs
-11.2K
- 67.58%
$55.16 - $57.13 $616K - $638K
5.35K $305M
SNOW
Snowflake Inc.

Technology
-2.79K
- 27.8%
$191.73 - $241.0 $535K - $673K
7.25K $1.64B
PRCH
Porch Group, Inc.

Technology
-56K
- 51.24%
$11.85 - $19.04 $664K - $1.07M
53.3K $894M
META
Meta Platforms, Inc.

Communication Services
-410
- 7.51%
$695.21 - $791.73 $285K - $325K
5.05K $3.71B
CRM
Salesforce, Inc.

Technology
-328
- 6.4%
$231.66 - $273.65 $76K - $89.8K
4.8K $1.14B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-8.11K
- 39.92%
$29.2 - $32.74 $237K - $265K
12.2K $388M
AMZN
Amazon Com Inc

Consumer Cyclical
-570
- 3.45%
$211.65 - $238.24 $121K - $136K
15.9K $3.5B
V
Visa Inc.

Financial Services
-51
- 0.77%
$332.09 - $358.86 $16.9K - $18.3K
6.55K $2.24B
NVO
Novo Nordisk A S

Healthcare
-349
- 7.97%
$45.38 - $71.7 $15.8K - $25K
4.03K $224M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-5.4K
- 29.88%
$14.53 - $17.13 $78.5K - $92.5K
12.7K $212M
INTU
Intuit Inc

Technology
-24
- 6.92%
$646.03 - $807.39 $15.5K - $19.4K
323 $221M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.2%
$433.66 - $544.47 $434 - $544
490 $219M
CMCSA
Comcast Corp

Communication Services
-551
- 7.88%
$31.41 - $36.33 $17.3K - $20K
6.44K $202M
VZ
Verizon Communications Inc

Communication Services
-1.1K
- 12.69%
$40.84 - $45.06 $45.1K - $49.7K
7.59K $334M
TXN
Texas Instruments Inc

Technology
-13
- 0.8%
N/A
1.61K $295M
KMI
Kinder Morgan, Inc.

Energy
-1.02K
- 10.96%
$26.23 - $28.5 $26.8K - $29.2K
8.31K $235M
DE
Deere & CO

Industrials
-9
- 1.33%
$457.26 - $524.37 $4.12K - $4.72K
667 $305M
SAP
Sap Se

Technology
-6
- 0.6%
$252.42 - $311.93 $1.51K - $1.87K
995 $266M
CTAS
Cintas Corp

Industrials
-23
- 1.22%
$199.29 - $226.27 $4.58K - $5.2K
1.86K $382M
PGR
Progressive Corp

Financial Services
-34
- 3.63%
$238.61 - $264.3 $8.11K - $8.99K
903 $223M
PSA
Public Storage

Real Estate
-50
- 2.16%
$271.94 - $298.09 $13.6K - $14.9K
2.27K $655M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-800
- 5.93%
$87.05 - $93.19 $69.6K - $74.6K
12.7K $1.18B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-345
- 12.45%
$108.46 - $120.63 $37.4K - $41.6K
2.43K $288M
HWM
Howmet Aerospace Inc.

Industrials
-142
- 10.11%
$171.0 - $196.23 $24.3K - $27.9K
1.26K $248M
DHR
Danaher Corp

Healthcare
-61
- 4.75%
$181.46 - $212.2 $11.1K - $12.9K
1.22K $243M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-290
- 0.89%
$23.14 - $23.23 $6.71K - $6.74K
32.3K $751M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-10.7K
- 5.07%
$27.61 - $29.15 $295K - $311K
200K $5.82B
GILD
Gilead Sciences, Inc.

Healthcare
-14
- 0.18%
$108.22 - $120.47 $1.52K - $1.69K
7.94K $882M
VCIT
Vanguard Intermediate Term Cor

ETFs
-80
- 1.43%
$81.75 - $84.54 $6.54K - $6.76K
5.5K $462M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-74
- 2.0%
$75.26 - $80.19 $5.57K - $5.93K
3.63K $290M
COP
Conocophillips

Energy
-130
- 3.26%
$91.0 - $98.99 $11.8K - $12.9K
3.86K $365M
MRK
Merck & Co., Inc.

Healthcare
-50
- 1.82%
$77.6 - $87.37 $3.88K - $4.37K
2.7K $226M
AMAT
Applied Materials Inc

Technology
-70
- 6.4%
$156.25 - $204.95 $10.9K - $14.3K
1.02K $209M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-33
- 3.59%
$420.11 - $472.68 $13.9K - $15.6K
886 $415M
VHT
Vanguard Health Care ETF

ETFs
-43
- 1.34%
$239.12 - $259.95 $10.3K - $11.2K
3.17K $823M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.37K
- 3.29%
$30.76 - $33.01 $42.2K - $45.3K
40.4K $1.32B
PSX
Phillips 66

Energy
-5
- 0.28%
$118.37 - $139.46 $592 - $697
1.78K $242M
AVES
American Centy ETF Tr Avantis

ETFs
-107
- 0.89%
$53.51 - $57.96 $5.73K - $6.2K
12K $686M
A
Agilent Technologies, Inc.

Healthcare
-7
- 0.17%
$112.04 - $128.75 $784 - $901
4.18K $536M
VGT
Vanguard Information Technolog

ETFs
-59
- 5.28%
$656.44 - $753.15 $38.7K - $44.4K
1.06K $790M
American Centy ETF Tr
-117
- 1.05%
N/A
11K $744M
XOM
Exxon Mobil Corp

Energy
-147
- 1.05%
$105.83 - $117.22 $15.6K - $17.2K
13.9K $1.57B
URI
United Rentals, Inc.

Industrials
-1
- 0.36%
$774.14 - $975.23 $774 - $975
274 $262M
SOXX
Ishares Semiconductor ETF

ETFs
-251
- 6.58%
$236.93 - $271.12 $59.5K - $68.1K
3.57K $967M
VTI
Vanguard Total Stock Market Et

ETFs
-545
- 5.57%
$303.93 - $329.86 $166K - $180K
9.24K $3.03B
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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