Werba Rubin Papier Wealth Management Reduced Holdings in Q2 2025

Werba Rubin Papier Wealth Management

  • $532 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
-54.5K
- 8.61%
$30.46 - $33.4 $1.66M - $1.82M
578K $18.4B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-17.8K
- 8.68%
$36.25 - $42.28 $646K - $753K
187K $7.93B
CRM
Salesforce, Inc.

Technology
-1.79K
- 25.83%
$236.26 - $291.15 $422K - $520K
5.13K $1.4B
UNH
Unitedhealth Group Inc

Healthcare
-283
- 27.72%
$274.35 - $599.47 $77.6K - $170K
738 $230M
CVX
Chevron Corp

Energy
-753
- 16.85%
$133.73 - $168.51 $101K - $127K
3.72K $532M
XOM
Exxon Mobil Corp

Energy
-410
- 2.84%
$99.93 - $119.04 $41K - $48.8K
14K $1.51B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.03K
- 45.7%
$166.82 - $194.23 $171K - $199K
1.22K $237M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-6.99K
- 4.25%
$22.87 - $23.14 $160K - $162K
158K $3.64B
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.06K
- 10.11%
$44.8 - $53.97 $227K - $273K
45K $2.43B
IBHE
Ishares Ibonds 2025 Term High

ETFs
-6.43K
- 16.46%
$22.98 - $23.27 $148K - $150K
32.6K $759M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-3.36K
- 14.19%
$24.21 - $29.47 $81.3K - $99K
20.3K $598M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-11.2K
- 5.05%
$23.55 - $27.67 $264K - $310K
211K $5.83B
PEP
Pepsico Inc

Consumer Defensive
-18
- 1.02%
$128.02 - $151.37 $2.3K - $2.72K
1.75K $231M
INTC
Intel Corp

Technology
-1.24K
- 7.07%
$18.13 - $22.69 $22.6K - $28.2K
16.3K $366M
SYY
Sysco Corp

Consumer Defensive
-460
- 14.01%
$68.0 - $75.91 $31.3K - $34.9K
2.82K $214M
PSA
Public Storage

Real Estate
-26
- 1.11%
$266.31 - $309.77 $6.92K - $8.05K
2.32K $680M
DHR
Danaher Corp

Healthcare
-55
- 4.1%
$174.64 - $205.16 $9.61K - $11.3K
1.29K $254M
PGR
Progressive Corp

Financial Services
-7
- 0.74%
$255.27 - $288.74 $1.79K - $2.02K
937 $250M
ADBE
Adobe Inc.

Technology
-46
- 3.53%
$340.0 - $420.68 $15.6K - $19.4K
1.26K $486M
AVRE
American Centy ETF Tr Avantis
-901
- 3.84%
$38.75 - $44.92 $34.9K - $40.5K
22.6K $996M
PSX
Phillips 66

Energy
-41
- 2.24%
$92.87 - $125.73 $3.81K - $5.15K
1.79K $213M
KO
Coca Cola CO

Consumer Defensive
-48
- 0.97%
$68.37 - $73.9 $3.28K - $3.55K
4.92K $348M
MFG
Mizuho Financial Group Inc

Financial Services
-1.61K
- 4.49%
$4.25 - $5.66 $6.83K - $9.1K
34.2K $190M
BDN
Brandywine Realty Trust

Real Estate
-1.08K
- 8.61%
$3.5 - $4.58 $3.77K - $4.93K
11.4K $49M
Fidelity Wise Origin Bitcoin
-2.02K
- 24.23%
N/A
6.32K $594M
TJX
Tjx Companies Inc

Consumer Cyclical
-48
- 2.18%
$119.13 - $135.03 $5.72K - $6.48K
2.15K $265M
Dimensional ETF Trust
-197
- 1.44%
N/A
13.5K $419M
NMR
Nomura Holdings Inc

Financial Services
-667
- 3.67%
$4.95 - $6.6 $3.3K - $4.4K
17.5K $115M
American Centy ETF Tr
-60
- 1.74%
N/A
3.39K $209M
AEM
Agnico Eagle Mines LTD

Basic Materials
-74
- 3.83%
$99.48 - $124.46 $7.36K - $9.21K
1.86K $221M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-40
- 4.54%
$272.36 - $339.57 $10.9K - $13.6K
841 $286M
VVV
Valvoline Inc

Energy
-3
- 0.05%
$31.48 - $38.2 $94.4 - $115
6.32K $239M
BK
Bank Of New York Mellon Corp

Financial Services
-7
- 0.25%
$73.31 - $91.62 $513 - $641
2.82K $257M
AVSF
American Centy ETF Tr Avantis

ETFs
-275
- 0.24%
$46.28 - $47.03 $12.7K - $12.9K
113K $5.34B
BAC
Bank Of America Corp

Financial Services
-627
- 6.23%
$34.39 - $47.46 $21.6K - $29.8K
9.44K $447M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5
- 0.04%
$17.76 - $22.1 $88.8 - $111
13.5K $298M
CSCO
Cisco Systems, Inc.

Technology
-374
- 4.31%
$53.19 - $69.38 $19.9K - $25.9K
8.3K $576M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-59
- 0.47%
$52.31 - $63.72 $3.09K - $3.76K
12.6K $803M
AVES
American Centy ETF Tr Avantis

ETFs
-364
- 2.93%
$42.02 - $53.63 $15.3K - $19.5K
12.1K $646M
NOW
Service Now, Inc.

Technology
-8
- 2.37%
$721.65 - $1040.18 $5.77K - $8.32K
330 $339M
ASML
Asml Holding Nv

Technology
-2
- 0.36%
$595.37 - $815.24 $1.19K - $1.63K
561 $450M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-80
- 5.04%
$141.37 - $228.57 $11.3K - $18.3K
1.51K $342M
VBR
Vanguard Small Cap Value ETF

ETFs
-278
- 1.73%
$162.76 - $195.77 $45.2K - $54.4K
15.8K $3.08B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-18
- 0.13%
$73.02 - $90.22 $1.31K - $1.62K
13.5K $1.2B
AVIV
American Centy ETF Tr Avantis
-1.72K
- 3.8%
$50.27 - $62.84 $86.5K - $108K
43.5K $2.71B
IVV
Ishares Core S&P 500 ETF

ETFs
-47
- 1.36%
$498.8 - $620.9 $23.4K - $29.2K
3.42K $2.12B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-703
- 0.82%
$22.27 - $29.21 $15.7K - $20.5K
84.8K $2.48B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.01K
- 1.89%
$50.08 - $63.14 $50.3K - $63.5K
52K $3.29B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-158
- 1.74%
$456.74 - $568.03 $72.2K - $89.7K
8.93K $5.07B
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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