Werba Rubin Papier Wealth Management Purchases in Q4 2024

Werba Rubin Papier Wealth Management

  • $424 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
10.2K
+ 1.69%
$94.36 - $102.06 $965K - $1.04M
614K $59.5B
SCHQ
Schwab Strategic Tr Long Term

ETFs
89.9K
+ 41.8%
$31.33 - $35.13 $2.82M - $3.16M
305K $9.58B
GOOG
Alphabet Inc.

Communication Services
5.73K
+ 66.85%
$163.08 - $198.16 $934K - $1.13M
14.3K $2.72B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.3K
New
$71.75 - $75.11 $1.02M - $1.07M
14.3K $1.02B
Silvaco Group Inc
100K
New
N/A
100K $808M
AVUV
American Centy ETF Tr Avantis

ETFs
5.22K
+ 1.14%
$94.37 - $106.41 $493K - $556K
463K $44.7B
Fidelity Wise Origin Bitcoin
8.33K
New
N/A
8.33K $680M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.42K
New
$91.29 - $91.8 $678K - $681K
7.42K $679M
NVDA
Nvidia Corp

Technology
365
+ 1.0%
$117.0 - $148.88 $42.7K - $54.3K
36.9K $4.96B
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 8.54%
$161.86 - $196.66 $179K - $218K
14.1K $2.66B
PLTR
Palantir Technologies Inc.

Technology
5.33K
New
$36.46 - $82.38 $194K - $439K
5.33K $403M
Proshares Tr
6.8K
New
N/A
6.8K $344M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
379
+ 3.93%
$521.84 - $558.82 $198K - $212K
10K $5.4B
Fidelity Ethereum Fd
8.99K
New
N/A
8.99K $300M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.37K
+ 8.05%
$61.52 - $66.5 $207K - $224K
45.2K $2.88B
DASH
Door Dash, Inc.

Communication Services
1.46K
New
$141.93 - $180.48 $208K - $264K
1.46K $245M
C
Citigroup Inc

Financial Services
3.3K
New
$61.31 - $72.5 $203K - $239K
3.3K $232M
EIX
Edison International

Utilities
2.87K
New
$77.93 - $88.36 $224K - $254K
2.87K $229M
BK
Bank Of New York Mellon Corp

Financial Services
2.98K
New
$70.82 - $81.87 $211K - $244K
2.98K $229M
SYY
Sysco Corp

Consumer Defensive
2.95K
New
$73.63 - $81.77 $217K - $241K
2.95K $225M
XLK
Technology Sector Spdr

ETFs
962
New
$220.26 - $241.44 $212K - $232K
962 $224M
AVSU
American Centy ETF Tr Avantis

ETFs
3.15K
New
$64.29 - $69.59 $203K - $219K
3.15K $208M
DFAU
Dimensional ETF Tr

ETFs
5.01K
New
$39.27 - $42.38 $197K - $212K
5.01K $203M
EA
Electronic Arts Inc.

Communication Services
1.39K
New
$140.69 - $167.97 $195K - $233K
1.39K $203M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.78K
New
$41.09 - $45.94 $197K - $220K
4.78K $201M
SRE
Sempra Energy

Utilities
2.29K
New
$80.81 - $94.77 $185K - $217K
2.29K $201M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.24K
+ 17.98%
$55.45 - $61.08 $457K - $503K
54.1K $3B
F
Ford Motor CO

Consumer Cyclical
19.4K
New
$9.69 - $11.4 $188K - $222K
19.4K $192M
GLD
Spdr Gold Trust

ETFs
783
+ 33.79%
$236.59 - $257.5 $185K - $202K
3.1K $751M
SPY
Spdr S&P 500 ETF Trust

ETFs
263
+ 10.62%
$567.81 - $607.81 $149K - $160K
2.74K $1.61B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.47K
+ 12.62%
$74.5 - $78.37 $258K - $272K
30.9K $2.31B
AVSF
American Centy ETF Tr Avantis

ETFs
5.01K
+ 5.7%
$46.02 - $47.0 $231K - $236K
93K $4.29B
META
Meta Platforms, Inc.

Communication Services
130
+ 2.49%
$554.08 - $632.68 $72K - $82.2K
5.35K $3.13B
NFLX
Netflix Inc

Communication Services
17
+ 2.42%
$687.65 - $936.56 $11.7K - $15.9K
719 $641M
QQQ
Invesco Qqq Trust, Series 1

ETFs
172
+ 7.89%
$481.22 - $538.17 $82.8K - $92.6K
2.35K $1.2B
CDNS
Cadence Design Systems Inc

Technology
12
+ 0.31%
$249.1 - $324.54 $2.99K - $3.89K
3.88K $1.17B
CMF
Ishares California Muni Bond E

ETFs
7.57K
+ 50.24%
$56.66 - $58.1 $429K - $440K
22.6K $987M
IBHE
Ishares Ibonds 2025 Term High

ETFs
4.91K
+ 14.2%
$23.08 - $23.28 $113K - $114K
39.5K $916M
AVGE
American Centy ETF Tr Avantis
1.98K
+ 8.72%
N/A
24.6K $1.78B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
4.8K
+ 8.46%
$23.25 - $23.56 $112K - $113K
61.5K $1.43B
CSCO
Cisco Systems, Inc.

Technology
612
+ 6.66%
$52.45 - $60.02 $32.1K - $36.7K
9.8K $580M
BAC
Bank Of America Corp

Financial Services
780
+ 7.09%
$39.22 - $47.77 $30.6K - $37.3K
11.8K $518M
NOW
Service Now, Inc.

Technology
4
+ 1.02%
$867.18 - $1148.42 $3.47K - $4.59K
397 $421M
AVSC
American Centy ETF Tr Avantis
1.14K
+ 6.21%
$52.7 - $59.57 $59.9K - $67.7K
19.4K $1.06B
HSBC
Hsbc Holdings PLC

Financial Services
693
+ 12.29%
$43.83 - $49.51 $30.4K - $34.3K
6.33K $313M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.67K
+ 1.61%
$23.02 - $23.23 $61.4K - $62K
169K $3.89B
GS
Goldman Sachs Group Inc

Financial Services
32
+ 7.53%
$486.1 - $608.57 $15.6K - $19.5K
457 $262M
SCHG
Schwab Strategic Tr Us Large C

ETFs
92.3K
+ 278.5%
$25.93 - $105.3 $2.39M - $9.72M
125K $3.5B
WMT
Walmart Inc.

Consumer Defensive
138
+ 4.78%
$79.1 - $95.7 $10.9K - $13.2K
3.03K $273M
Activity Summary
Buys All Purchases 107 New Holdings 20 Increased Positions 87 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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