Werba Rubin Papier Wealth Management Reduced Holdings in Q4 2025

Werba Rubin Papier Wealth Management

  • $369 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
-24.6K
- 4.85%
$32.05 - $33.17 $789K - $816K
483K $15.3B
IBM
International Business Machines Corp

Technology
-3.28K
- 78.51%
$275.97 - $314.98 $906K - $1.03M
899 $266M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.16K
- 19.01%
$653.02 - $687.39 $759K - $799K
4.95K $3.38B
COST
Costco Wholesale Corp

Consumer Defensive
-144
- 6.2%
$910.94 - $954.99 $131K - $138K
2.18K $1.88B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-10.2K
- 5.12%
$28.46 - $29.45 $291K - $302K
190K $5.62B
Spinnaker ETF Series
-2.24K
- 26.71%
N/A
6.15K $259M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.43K
- 11.24%
$91.84 - $96.06 $131K - $137K
11.3K $1.07B
Blackrock Inc
-68
- 24.73%
N/A
207 $222M
FNDB
Schwab Fundamental U S Broad M

ETFs
-3.6K
- 14.84%
$25.06 - $26.31 $90.2K - $94.7K
20.7K $549M
IVV
Ishares Core S&P 500 ETF

ETFs
-181
- 5.35%
$656.2 - $690.71 $119K - $125K
3.2K $2.19B
SNOW
Snowflake Inc.

Technology
-84
- 1.16%
$230.55 - $277.14 $19.4K - $23.3K
7.17K $1.57B
IWM
Ishares Russell 2000 ETF

ETFs
-233
- 18.49%
$236.79 - $250.33 $55.2K - $58.3K
1.03K $253M
KMI
Kinder Morgan, Inc.

Energy
-961
- 11.56%
$25.84 - $28.46 $24.8K - $27.4K
7.35K $202M
SBUX
Starbucks Corp

Consumer Cyclical
-284
- 4.16%
$78.46 - $87.26 $22.3K - $24.8K
6.55K $551M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-607
- 12.22%
$43.95 - $46.24 $26.7K - $28.1K
4.36K $200M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.18K
- 2.6%
$31.41 - $33.69 $68.4K - $73.3K
81.5K $2.66B
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1.62K
- 12.79%
$15.2 - $17.48 $24.6K - $28.3K
11.1K $214M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-291
- 2.16%
$23.02 - $24.23 $6.7K - $7.05K
13.2K $317M
VBR
Vanguard Small Cap Value ETF

ETFs
-221
- 1.32%
$201.42 - $211.15 $44.5K - $46.7K
16.6K $3.51B
SHEL
Shell PLC

Energy
-6
- 0.18%
$71.37 - $77.01 $428 - $462
3.3K $242M
VEA
Vanguard Ftse Developed Market

ETFs
-179
- 2.14%
$59.18 - $62.09 $10.6K - $11.1K
8.19K $511M
Dimensional ETF Trust
-238
- 1.35%
N/A
17.4K $1.28B
ING
Ing Groep Nv

Financial Services
-4
- 0.04%
$23.66 - $26.51 $94.6 - $106
10.4K $290M
HSBC
Hsbc Holdings PLC

Financial Services
-151
- 2.98%
$65.67 - $73.49 $9.92K - $11.1K
4.91K $386M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-30
- 0.19%
$72.17 - $75.74 $2.17K - $2.27K
16.2K $1.22B
UBS
Ubs Group Ag

Financial Services
-77
- 0.92%
$37.56 - $41.1 $2.89K - $3.16K
8.28K $384M
VOE
Vanguard Mid Cap Value Index F

ETFs
-12
- 0.07%
$169.53 - $176.53 $2.03K - $2.12K
16.3K $2.88B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-109
- 0.71%
$18.04 - $21.83 $1.97K - $2.38K
15.2K $355M
VTI
Vanguard Total Stock Market Et

ETFs
-2
- 0.02%
$321.8 - $337.95 $644 - $676
9.24K $3.1B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-197
- 0.38%
$67.07 - $73.01 $13.2K - $14.4K
51.7K $3.76B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-506
- 0.27%
$43.57 - $45.71 $22K - $23.1K
187K $8.69B
Activity Summary
Buys All Purchases 182 New Holdings 35 Increased Positions 147 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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