Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
AMERICAN CENTY ETF TR (AVUS) | 579,262 | +5,605 | $47,239 |
AVUS | 579,262 | +5,605 | $47,239 |
AMERICAN CENTY ETF TR (AVDE) | 730,242 | +9,359 | $44,129 |
AVDE | 730,242 | +9,359 | $44,129 |
AMERICAN CENTY ETF TR (AVUV) | 457,863 | -2,511 | $41,116 |
AVUV | 457,863 | -2,511 | $41,116 |
APPLE INC | 93,440 | -370 | $17,990 |
AAPL | 93,440 | -370 | $17,990 |
AMERICAN CENTY ETF TR (AVDV) | 276,143 | -98 | $17,256 |
AVDV | 276,143 | -98 | $17,256 |
DIMENSIONAL ETF TRUST (DFUV) | 374,249 | -1,433 | $13,930 |
DFUV | 374,249 | -1,433 | $13,930 |
AMERICAN CENTY ETF TR (AVEM) | 160,228 | +398 | $9,035 |
AVEM | 160,228 | +398 | $9,035 |
DIMENSIONAL ETF TRUST (DFIV) | 141,459 | -1,245 | $4,861 |
DFIV | 141,459 | -1,245 | $4,861 |
SCHWAB STRATEGIC TR | 66,084 | -460 | $4,633 |
SCHV | 66,084 | -460 | $4,633 |
INVESCO EXCH TRD SLF IDX FD | 195,634 | +3,982 | $4,444 |
BSJO | 195,634 | +3,982 | $4,444 |
VANGUARD INDEX FDS (VOO) | 8,785 | +132 | $3,837 |
VOO | 8,785 | +132 | $3,837 |
SNOWFLAKE INC | 19,181 | -5,000 | $3,817 |
SNOW | 19,181 | -5,000 | $3,817 |
SCHWAB STRATEGIC TR | 43,372 | +8,369 | $3,599 |
SCHG | 43,372 | +8,369 | $3,599 |
MICROSOFT CORP | 9,367 | -175 | $3,522 |
MSFT | 9,367 | -175 | $3,522 |
MARQETA INC | 494,060 | UNCH | $3,449 |
MQ | 494,060 | UNCH | $3,449 |
DIMENSIONAL ETF TRUST (DFAI) | 117,991 | +3,815 | $3,379 |
DFAI | 117,991 | +3,815 | $3,379 |
VANGUARD INDEX FDS (VBR) | 16,200 | -1,081 | $2,915 |
VBR | 16,200 | -1,081 | $2,915 |
VANGUARD INDEX FDS (VTI) | 12,286 | -2,623 | $2,915 |
VTI | 12,286 | -2,623 | $2,915 |
INVESCO EXCH TRD SLF IDX FD | 127,005 | +62,002 | $2,887 |
BSJP | 127,005 | +62,002 | $2,887 |
DIMENSIONAL ETF TRUST (DFAC) | 97,490 | +275 | $2,850 |
DFAC | 97,490 | +275 | $2,850 |
ISHARES TR (IBHD) | 112,500 | -1,473 | $2,611 |
IBHD | 112,500 | -1,473 | $2,611 |
AMAZON COM INC | 15,416 | +31 | $2,342 |
AMZN | 15,416 | +31 | $2,342 |
DIMENSIONAL ETF TRUST (DFAT) | 41,107 | +102 | $2,151 |
DFAT | 41,107 | +102 | $2,151 |
DIMENSIONAL ETF TRUST (DFUS) | 40,057 | +4,718 | $2,076 |
DFUS | 40,057 | +4,718 | $2,076 |
ISHARES INC (EMXC) | 34,769 | +4,845 | $1,927 |
EMXC | 34,769 | +4,845 | $1,927 |
ISHARES TR (IVV) | 3,738 | -35 | $1,785 |
IVV | 3,738 | -35 | $1,785 |
META PLATFORMS INC | 4,530 | +546 | $1,603 |
META | 4,530 | +546 | $1,603 |
SALESFORCE INC | 5,872 | -87 | $1,545 |
CRM | 5,872 | -87 | $1,545 |
VISA INC | 4,778 | +810 | $1,244 |
V | 4,778 | +810 | $1,244 |
ISHARES TR (SOXX) | 2,062 | -8 | $1,188 |
SOXX | 2,062 | -8 | $1,188 |
GILEAD SCIENCES INC | 13,463 | -52 | $1,091 |
GILD | 13,463 | -52 | $1,091 |
TESLA INC | 4,383 | -15 | $1,089 |
TSLA | 4,383 | -15 | $1,089 |
DIMENSIONAL ETF TRUST (DFAE) | 43,760 | -841 | $1,055 |
DFAE | 43,760 | -841 | $1,055 |
ALPHABET INC | 7,290 | +10 | $1,018 |
GOOGL | 7,290 | +10 | $1,018 |
AMERICAN CENTY ETF TR (AVLV) | 17,286 | -878 | $998 |
AVLV | 17,286 | -878 | $998 |
JPMORGAN CHASE & CO | 5,756 | +138 | $979 |
JPM | 5,756 | +138 | $979 |
VANGUARD INDEX FDS (VB) | 4,537 | -114 | $968 |
VB | 4,537 | -114 | $968 |
DIMENSIONAL ETF TRUST (DISV) | 37,396 | +1,026 | $964 |
DISV | 37,396 | +1,026 | $964 |
EXXON MOBIL CORP | 9,532 | +148 | $953 |
XOM | 9,532 | +148 | $953 |
SPDR S&P 500 ETF TR (SPY) | 1,849 | +6 | $882 |
SPY | 1,849 | +6 | $882 |
ISHARES TR (IWY) | 5,024 | UNCH | $880 |
IWY | 5,024 | UNCH | $880 |
ISHARES TR (IBHE) | 34,298 | +1,301 | $792 |
IBHE | 34,298 | +1,301 | $792 |
INTEL CORP | 15,557 | -11 | $782 |
INTC | 15,557 | -11 | $782 |
AMERICAN CENTY ETF TR (AVGE) | 11,659 | +262 | $755 |
AVGE | 11,659 | +262 | $755 |
DIMENSIONAL ETF TRUST (DFAS) | 12,292 | -18 | $733 |
DFAS | 12,292 | -18 | $733 |
PUBLIC STORAGE | 2,213 | UNCH | $675 |
PSA | 2,213 | UNCH | $675 |
VANGUARD INTL EQUITY INDEX F (VEU) | 11,529 | -6,315 | $647 |
VEU | 11,529 | -6,315 | $647 |
ADOBE INC | 1,068 | +342 | $637 |
ADBE | 1,068 | +342 | $637 |
JOHNSON & JOHNSON | 4,018 | -2,241 | $630 |
JNJ | 4,018 | -2,241 | $630 |
ISHARES TR (IFRA) | 15,468 | -822 | $623 |
IFRA | 15,468 | -822 | $623 |
See Full List: All Stocks Held By Werba Rubin Papier Wealth Management
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By Werba Rubin Papier Wealth Management
Size ($ in 1000's)
At 12/31/2023: $294,598 At 09/30/2023: $280,961 Werba Rubin Papier Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Werba Rubin Papier Wealth Management 13F filings. Link to 13F filings: SEC filings |