Werba Rubin Papier Wealth Management
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD INDEX FDS | $3.10M | 0.8% |
| VANGUARD INDEX FDS | $2.88M | 0.8% |
| VANGUARD INDEX FDS | $2.80M | 0.8% |
| DIMENSIONAL ETF TRUST | $2.77M | 0.8% |
| SPDR GOLD TR | $2.68M | 0.7% |
| SCHWAB STRATEGIC TR | $2.66M | 0.7% |
| Visa Inc | $2.44M | 0.7% |
| Marqeta Inc | $2.34M | 0.6% |
| Tesla Inc | $2.28M | 0.6% |
| ISHARES TR | $2.19M | 0.6% |
| DIMENSIONAL ETF TRUST | $2.10M | 0.6% |
| VANGUARD INDEX FDS | $1.97M | 0.5% |
| JPMORGAN CHASE & CO | $1.89M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $1.88M | 0.5% |
| EXXON MOBIL CORP | $1.74M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.58M | 0.4% |
| Snowflake Inc. | $1.57M | 0.4% |
| VANGUARD BD INDEX FDS | $1.53M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.49M | 0.4% |
| INVESCO EXCH TRD SLF IDX FD | $1.45M | 0.4% |
| CAPITAL GRP FIXED INCM ETF T | $1.44M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.41M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.39M | 0.4% |
| ISHARES TR | $1.39M | 0.4% |
| Salesforce Inc | $1.35M | 0.4% |