Werba Rubin Papier Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WR Werba Rubin Papier Wealth Management | Institutional Filer | ▲ 94.59% | $718.1M | 278 |
Current Portfolio Holdings
Showing all 278 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | — | 733K | $81.5M | 11.35% |
| 2 | AVDE | AMERICAN CENTY ETF TR | — | 835K | $70.8M | 9.87% |
| 3 | AVUV | AMERICAN CENTY ETF TR | — | 433K | $47.8M | 6.66% |
| 4 | AVDV | AMERICAN CENTY ETF TR | — | 327K | $32.7M | 4.55% |
| 5 | AAPL | Apple Inc. | Technology | 120K | $30.4M | 4.24% |
| 6 | BND | VANGUARD BD INDEX FDS | — | 406K | $29.9M | 4.17% |
| 7 | NVDA | NVIDIA Corporation | Technology | 134K | $23.3M | 3.25% |
| 8 | VTV | VANGUARD INDEX FDS | — | 114K | $22.3M | 3.11% |
| 9 | VUG | VANGUARD INDEX FDS | — | 45K | $19.9M | 2.77% |
| 10 | IEF | ISHARES TR | — | 173K | $16.5M | 2.29% |
| 11 | AVEM | AMERICAN CENTY ETF TR | — | 198K | $15.9M | 2.22% |
| 12 | SCHQ | SCHWAB STRATEGIC TR | — | 479K | $15.0M | 2.10% |
| 13 | DFIV | DIMENSIONAL ETF TRUST | — | 240K | $12.7M | 1.76% |
| 14 | DFSD | DIMENSIONAL ETF TRUST | — | 259K | $12.4M | 1.73% |
| 15 | AVSF | AMERICAN CENTY ETF TR | — | 202K | $9.5M | 1.32% |
Showing 1 to 15 of 278 holdings