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Portfolio (Quarterly) Guide ↗

Werba Rubin Papier Wealth Management

· CIK 0001971029
13F Portfolio $718M AUM 278 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New 124 Added 45 Reduced 22 Exited
Page 4 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFCF DIMENSIONAL ETF TRUST 36,382.0 $1.5M 0.21% +1K +3.6% $42.22 -0.2%
62 ESGD ISHARES TR 15,714.0 $1.5M 0.21% +4K +39.4% $95.62 +6.5%
63 AVGB AMERICAN CENTY ETF TR 29,234.0 $1.5M 0.21% +14K +86.1% $50.67 +0.9%
64 BSJQ INVESCO EXCH TRD SLF IDX FD 62,149.0 $1.4M 0.20% $23.17 -1.0%
65 DFIC DIMENSIONAL ETF TRUST 38,060.0 $1.4M 0.19% -2K -5.8% $35.53 +4.7%
66 VXUS VANGUARD STAR FDS 17,454.0 $1.3M 0.19% +1K +7.9% $77.11 +10.1%
67 AVRE AMERICAN CENTY ETF TR 30,342.0 $1.3M 0.19% NEW $44.02 +8.4%
68 AVSC AMERICAN CENTY ETF TR 21,161.0 $1.3M 0.18% NEW $62.30 +14.2%
69 DCOR DIMENSIONAL ETF TRUST 17,542.0 $1.3M 0.18% +125.0 +0.7% $72.08 +12.5%
70 IWY ISHARES TR 5,011.0 $1.2M 0.17% $248.84 +13.5%
71 AVGO BROADCOM INC Technology 4,016.0 $1.2M 0.17% +776.0 +23.9% $309.52 +23.9%
72 GILD GILEAD SCIENCES INC Healthcare 8,537.0 $1.2M 0.17% +328.0 +4.0% $139.37 -9.9%
73 SOXX ISHARES TR 3,568.0 $1.2M 0.16% $328.64 +85.9%
74 LLY ELI LILLY & CO Healthcare 1,272.0 $1.2M 0.16% +473.0 +59.2% $919.90 +20.0%
75 CDNS CADENCE DESIGN SYSTEM INC Technology 4,054.0 $1.1M 0.16% +76.0 +1.9% $277.87 +38.1%
76 IBHF ISHARES TR 46,638.0 $1.1M 0.15% $22.95 -1.4%
77 CVX CHEVRON CORPORATION Energy 5,102.0 $1.1M 0.15% +388.0 +8.2% $206.89 -15.1%
78 BIL SPDR SERIES TRUST 11,248.0 $1.0M 0.14% +2K +18.3% $91.64 -0.1%
79 JNJ JOHNSON & JOHNSON Healthcare 4,190.0 $1.0M 0.14% +679.0 +19.3% $244.41 -3.3%
80 IAU ISHARES GOLD TR Financial Services 11,443.0 $1.0M 0.14% $88.16 -11.6%
Page 4 of 14  ·  278 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.0%
Financial Services 15.0%
Communication Services 9.4%
Healthcare 7.6%
Consumer Cyclical 5.3%
Industrials 4.6%
Consumer Defensive 4.0%
Energy 3.8%
Utilities 1.3%
Real Estate 0.8%