Werba Rubin Papier Wealth Management Incresed Positions 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
AVUV
American Centy ETF Tr Avantis

ETFs
5.22K
+ 1.14%
$94.37 - $106.41 $493K - $556K
463K $44.7B
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
379
+ 3.93%
$521.84 - $558.82 $198K - $212K
10K $5.4B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.37K
+ 8.05%
$61.52 - $66.5 $207K - $224K
45.2K $2.88B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.24K
+ 17.98%
$55.45 - $61.08 $457K - $503K
54.1K $3B
GLD
Spdr Gold Trust

ETFs
783
+ 33.79%
$236.59 - $257.5 $185K - $202K
3.1K $751M
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
MAR
Marriott International Inc

Consumer Cyclical
21
+ 2.04%
$246.06 - $292.59 $5.17K - $6.14K
1.05K $293M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
222
+ 0.23%
$33.92 - $36.6 $7.53K - $8.13K
97.3K $3.37B
TJX
Tjx Companies Inc

Consumer Cyclical
173
+ 8.04%
$112.15 - $127.2 $19.4K - $22K
2.33K $281M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
103
+ 3.65%
$442.29 - $483.08 $45.6K - $49.8K
2.93K $1.33B
T
At&T Inc.

Communication Services
372
+ 1.65%
$21.22 - $23.88 $7.89K - $8.88K
23K $523M
HPE
Hewlett Packard Enterprise CO

Technology
134
+ 0.57%
$19.31 - $23.95 $2.59K - $3.21K
23.7K $506M
INTU
Intuit Inc

Technology
16
+ 4.88%
$602.01 - $706.25 $9.63K - $11.3K
344 $216M
CVX
Chevron Corp

Energy
149
+ 3.6%
$141.15 - $162.53 $21K - $24.2K
4.29K $621M
GWW
W.W. Grainger, Inc.

Industrials
8
+ 4.06%
$1023.06 - $1220.93 $8.18K - $9.77K
205 $216M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.06%
$233.76 - $261.58 $468 - $523
3.53K $847M
KEYS
Keysight Technologies, Inc.

Technology
48
+ 2.5%
$149.01 - $172.53 $7.15K - $8.28K
1.97K $316M
WIT
Wipro LTD

Technology
11.3K
+ 102.38%
$3.54 - $7.24 $39.9K - $81.6K
22.3K $78.9M
ENIC
Enel Chile S.A.

Utilities
1.85K
+ 11.72%
$2.62 - $2.98 $4.84K - $5.51K
17.6K $50.8M
ASX
Ase Technology Holding Co., Ltd.

Technology
259
+ 2.54%
$9.49 - $10.74 $2.46K - $2.78K
10.5K $105M
PEP
Pepsico Inc

Consumer Defensive
228
+ 13.68%
$151.29 - $176.1 $34.5K - $40.2K
1.9K $288M
PGR
Progressive Corp

Financial Services
69
+ 7.32%
$239.6 - $268.88 $16.5K - $18.6K
1.01K $242M
LOW
Lowes Companies Inc

Consumer Cyclical
78
+ 9.05%
$244.52 - $284.07 $19.1K - $22.2K
940 $232M
FNDA
Schwab Fundamental U S Small C

ETFs
9.08K
+ 99.99%
$29.26 - $59.11 $266K - $537K
18.2K $539M
IBM
International Business Machines Corp

Technology
12
+ 0.31%
$204.9 - $238.04 $2.46K - $2.86K
3.87K $850M
FNDB
Schwab Fundamental U S Broad M

ETFs
11K
+ 199.98%
$23.07 - $70.32 $255K - $777K
16.6K $386M
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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