CIK 1971029
Werba Rubin Papier Wealth Management
Institutional 13F holdings & portfolio
Holdings
232
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 232
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 361K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 133K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 43K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 110K | $1M+ | SH |
| SCHQ | SCHWAB STRATEGIC TR | 483K | $1M+ | SH |
| IEF | ISHARES TR | 143K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 242K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 221K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 187K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 298K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 191K | $1M+ | SH |
| PRCT | PROCEPT BIOROBOTICS CORP | 210K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 64K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 190K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 135K | $1M+ | SH |
| GOOG | ALPHABET INC | 15K | $1M+ | SH |
| GOOGL | ALPHABET INC | 15K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 72K | $1M+ | SH |
| EMXC | ISHARES INC | 52K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 47K | $1M+ | SH |
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 81K | $1M+ | SH |
| V | VISA INC | 7K | $1M+ | SH |
| MQ | MARQETA INC | 493K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 45K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 14K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 48K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 7K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 20K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 35K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 62K | $1M+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 55K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 37K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 40K | $1M+ | SH |
| IWY | ISHARES TR | 5K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |