Institutions / Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management
CIK 1971029 · Institution · as of Dec 31, 2025
Portfolio value
$369.04M
Positions
232
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 232 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Bd Index Fds | $26.71M | 7.2% |
| NVIDIA Corp | $24.87M | 6.7% |
| Vanguard Index Fds | $21.16M | 5.7% |
| Vanguard Index Fds | $20.98M | 5.7% |
| Schwab Strategic Tr | $15.30M | 4.1% |
| iShares Tr | $13.75M | 3.7% |
| Dimensional ETF Trust | $12.07M | 3.3% |
| Dimensional ETF Trust | $10.61M | 2.9% |
| Dimensional ETF Trust | $8.69M | 2.4% |
| Capital Grp Fixed Incm ETF T | $7.91M | 2.1% |
| Dimensional ETF Trust | $7.29M | 2.0% |
| PROCEPT BioRobotics Corp | $6.61M | 1.8% |
| Vanguard Index Fds | $6.11M | 1.7% |
| Microsoft Corp | $6.04M | 1.6% |
| Vanguard Whitehall Fds | $5.82M | 1.6% |
| Schwab Strategic Tr | $5.62M | 1.5% |
| Dimensional ETF Trust | $5.35M | 1.5% |
| Alphabet Inc. | $4.71M | 1.3% |
| Alphabet Inc. | $4.62M | 1.3% |
| Dimensional ETF Trust | $4.33M | 1.2% |
| Vanguard Intl Equity Index F | $3.90M | 1.1% |
| iShares Inc | $3.76M | 1.0% |
| Meta Platforms Inc | $3.76M | 1.0% |
| Vanguard Index Fds | $3.51M | 1.0% |
| SPDR S&P 500 ETF Tr | $3.38M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.