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Werba Rubin Papier Wealth Management Top Holdings
As of  12/31/2023, below is a summary of the Werba Rubin Papier Wealth Management top holdings by largest position size, as per the latest 13f filing made by Werba Rubin Papier Wealth Management. In the Werba Rubin Papier Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Werba Rubin Papier Wealth Management in that top holding, then the share count change between reporting periods, and finally the Werba Rubin Papier Wealth Management top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
AMERICAN CENTY ETF TR (AVUS) 579,262 +5,605 $47,239
     AVUS579,262+5,605$47,239
AMERICAN CENTY ETF TR (AVDE) 730,242 +9,359 $44,129
     AVDE730,242+9,359$44,129
AMERICAN CENTY ETF TR (AVUV) 457,863 -2,511 $41,116
     AVUV457,863-2,511$41,116
APPLE INC 93,440 -370 $17,990
     AAPL93,440-370$17,990
AMERICAN CENTY ETF TR (AVDV) 276,143 -98 $17,256
     AVDV276,143-98$17,256
DIMENSIONAL ETF TRUST (DFUV) 374,249 -1,433 $13,930
     DFUV374,249-1,433$13,930
AMERICAN CENTY ETF TR (AVEM) 160,228 +398 $9,035
     AVEM160,228+398$9,035
DIMENSIONAL ETF TRUST (DFIV) 141,459 -1,245 $4,861
     DFIV141,459-1,245$4,861
SCHWAB STRATEGIC TR 66,084 -460 $4,633
     SCHV66,084-460$4,633
INVESCO EXCH TRD SLF IDX FD 195,634 +3,982 $4,444
     BSJO195,634+3,982$4,444
VANGUARD INDEX FDS (VOO) 8,785 +132 $3,837
     VOO8,785+132$3,837
SNOWFLAKE INC 19,181 -5,000 $3,817
     SNOW19,181-5,000$3,817
SCHWAB STRATEGIC TR 43,372 +8,369 $3,599
     SCHG43,372+8,369$3,599
MICROSOFT CORP 9,367 -175 $3,522
     MSFT9,367-175$3,522
MARQETA INC 494,060 UNCH $3,449
     MQ494,060UNCH$3,449
DIMENSIONAL ETF TRUST (DFAI) 117,991 +3,815 $3,379
     DFAI117,991+3,815$3,379
VANGUARD INDEX FDS (VBR) 16,200 -1,081 $2,915
     VBR16,200-1,081$2,915
VANGUARD INDEX FDS (VTI) 12,286 -2,623 $2,915
     VTI12,286-2,623$2,915
INVESCO EXCH TRD SLF IDX FD 127,005 +62,002 $2,887
     BSJP127,005+62,002$2,887
DIMENSIONAL ETF TRUST (DFAC) 97,490 +275 $2,850
     DFAC97,490+275$2,850
ISHARES TR (IBHD) 112,500 -1,473 $2,611
     IBHD112,500-1,473$2,611
AMAZON COM INC 15,416 +31 $2,342
     AMZN15,416+31$2,342
DIMENSIONAL ETF TRUST (DFAT) 41,107 +102 $2,151
     DFAT41,107+102$2,151
DIMENSIONAL ETF TRUST (DFUS) 40,057 +4,718 $2,076
     DFUS40,057+4,718$2,076
ISHARES INC (EMXC) 34,769 +4,845 $1,927
     EMXC34,769+4,845$1,927
ISHARES TR (IVV) 3,738 -35 $1,785
     IVV3,738-35$1,785
META PLATFORMS INC 4,530 +546 $1,603
     META4,530+546$1,603
SALESFORCE INC 5,872 -87 $1,545
     CRM5,872-87$1,545
VISA INC 4,778 +810 $1,244
     V4,778+810$1,244
ISHARES TR (SOXX) 2,062 -8 $1,188
     SOXX2,062-8$1,188
GILEAD SCIENCES INC 13,463 -52 $1,091
     GILD13,463-52$1,091
TESLA INC 4,383 -15 $1,089
     TSLA4,383-15$1,089
DIMENSIONAL ETF TRUST (DFAE) 43,760 -841 $1,055
     DFAE43,760-841$1,055
ALPHABET INC 7,290 +10 $1,018
     GOOGL7,290+10$1,018
AMERICAN CENTY ETF TR (AVLV) 17,286 -878 $998
     AVLV17,286-878$998
JPMORGAN CHASE & CO 5,756 +138 $979
     JPM5,756+138$979
VANGUARD INDEX FDS (VB) 4,537 -114 $968
     VB4,537-114$968
DIMENSIONAL ETF TRUST (DISV) 37,396 +1,026 $964
     DISV37,396+1,026$964
EXXON MOBIL CORP 9,532 +148 $953
     XOM9,532+148$953
SPDR S&P 500 ETF TR (SPY) 1,849 +6 $882
     SPY1,849+6$882
ISHARES TR (IWY) 5,024 UNCH $880
     IWY5,024UNCH$880
ISHARES TR (IBHE) 34,298 +1,301 $792
     IBHE34,298+1,301$792
INTEL CORP 15,557 -11 $782
     INTC15,557-11$782
AMERICAN CENTY ETF TR (AVGE) 11,659 +262 $755
     AVGE11,659+262$755
DIMENSIONAL ETF TRUST (DFAS) 12,292 -18 $733
     DFAS12,292-18$733
PUBLIC STORAGE 2,213 UNCH $675
     PSA2,213UNCH$675
VANGUARD INTL EQUITY INDEX F (VEU) 11,529 -6,315 $647
     VEU11,529-6,315$647
ADOBE INC 1,068 +342 $637
     ADBE1,068+342$637
JOHNSON & JOHNSON 4,018 -2,241 $630
     JNJ4,018-2,241$630
ISHARES TR (IFRA) 15,468 -822 $623
     IFRA15,468-822$623

See Full List: All Stocks Held By Werba Rubin Papier Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

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

Werba Rubin Papier Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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