WR

Werba Rubin Papier Wealth Management

13F
Werba Rubin Papier Wealth Management
Last update 2025-05-07 192 Stocks (17 new)
Value $460.00 Mil Turnover 13 %
Countries:
Top Holdings: AVUS(12.49%)AVDE(10.65%)AVUV(8.59%)SCHQ(4.51%)AVDV(4.43%)
Summary Stock Picks Current Portfolio
Werba Rubin Papier Wealth Mana... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUS
Avantis U.S. Equity ETF
621,795
57,441.5
+1.31%
12.490
+0.16%
0.750
+22.26%
+7.00%
8,926.9
 
AVDE
Avantis International Equity ETF
738,696
48,953.4
-1.63%
10.650
-0.18%
0.800
+14.70%
+23.44%
7,520.8
 
AVUV
Avantis U.S. Small Cap Value ETF
453,260
39,510.7
-2.08%
8.590
-0.22%
0.270
+20.66%
-1.12%
16,690.8
 
SCHQ
Schwab US Long-Term U.S. Treasury ETF
Schwab US Long-Term U.S. Treasury ETF
632,813
20,731.0
+107.57%
4.510
+2.34%
2.370
+1.65%
+1.71%
779.7
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
292,061
20,368.3
+2.17%
4.430
+0.09%
0.260
+18.11%
+27.07%
9,910.9
 
AAPL
Apple Inc
91,283
20,276.6
-2.10%
4.410
-0.12%
0.000
+10.65%
-14.55%
3,188,201.4
Hardware
VUG
Vanguard Growth ETF
39,922
14,803.7
+7.08%
3.220
+0.21%
0.010
+31.97%
+10.25%
168,245.2
 
PRCT
PROCEPT BioRobotics Corp
210,000
12,234.6
New Holding
2.660
+2.66%
0.380
+7.63%
-28.58%
3,181.7
Medical Devices & Instruments
AVEM
Avantis Emerging Markets Equity ETF
162,642
9,786.1
+0.37%
2.130
+0.01%
0.120
+22.93%
+21.49%
11,092.6
 
BND
Vanguard Total Bond Market ETF
128,433
9,433.4
+801.16%
2.050
+1.82%
0.010
+2.23%
+3.69%
128,012.3
 

Werba Rubin Papier Wealth Management's Historical Top Holdings Breakdowns

Werba Rubin Papier Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PRCT
PROCEPT BioRobotics Corp
2025-03-31
New Buy
New Buy
+2.66%
●
56.03 ($68.28) 88.57
$57.51
-15.78%
New holding
210,000
210,000
SCHQ
Schwab US Long-Term U.S. Treasury ETF
Schwab US Long-Term U.S. Treasury ETF
2025-03-31
Add
Add
+2.34%
●
30.72 ($32.03) 33.22
$31.25
-2.44%
Add 107.57%
632,813
327,943
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+1.82%
●
71.17 ($72.57) 73.66
$73.14
0.79%
Add 801.16%
128,433
114,181
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+1.73%
●
91.17 ($93.56) 95.39
$94.83
1.36%
Add 639.67%
96,386
83,355
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
New Buy
New Buy
+0.28%
●
46.74 ($47.22) 47.57
$48.09
1.84%
New holding
26,748
26,748
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.26%
●
24.91 ($27.39) 29.02
$29.93
9.29%
Reduce -31.85%
85,463
-39,941
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.25%
●
167.73 ($174.39) 179.21
$178.59
2.41%
Add 14.75%
52,426
6,739
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.24%
●
551.42 ($587.78) 612.93
$631.49
7.44%
Add 70.29%
4,666
1,926
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.22%
●
84.96 ($93.96) 100.71
$94.63
0.71%
Reduce -2.08%
453,260
-9,634
AVSF
Avantis Short-Term Fixed Income ETF
2025-03-31
Add
Add
+0.21%
●
45.96 ($46.37) 46.74
$46.91
1.16%
Add 22.3%
113,738
20,740

Werba Rubin Papier Wealth Management Total Holding History ($B)

To

Werba Rubin Papier Wealth Management's Asset Allocation

To

Werba Rubin Papier Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Werba Rubin Papier Wealth Management's Hypothetical Growth since 2025-03-31

Werba Rubin Papier Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Werba Rubin Papier Wealth Management's Holdings Heat Map

Size field:

Werba Rubin Papier Wealth Management's Holdings Bubble Chart

Werba Rubin Papier Wealth Management News

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