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Portfolio (Quarterly) Guide ↗

Werba Rubin Papier Wealth Management

· CIK 0001971029
13F Portfolio $369M AUM 232 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 232 New
Page 2 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO VANGUARD INTL EQUITY INDEX F 72,459.0 $3.9M 1.06% NEW $53.76 +9.0%
22 EMXC ISHARES INC 51,748.0 $3.8M 1.02% NEW $72.68 +37.7%
23 META META PLATFORMS INC Communication Services 5,692.0 $3.8M 1.02% NEW $660.13 -16.6%
24 VBR VANGUARD INDEX FDS 16,555.0 $3.5M 0.95% NEW $211.79 +14.6%
25 SPY SPDR S&P 500 ETF TR Financial Services 4,951.0 $3.4M 0.92% NEW $681.97 +7.0%
26 VTI VANGUARD INDEX FDS 9,238.0 $3.1M 0.84% NEW $335.26 +8.1%
27 VOE VANGUARD INDEX FDS 16,260.0 $2.9M 0.78% NEW $177.37 +12.2%
28 VOT VANGUARD INDEX FDS 10,031.0 $2.8M 0.76% NEW $279.14 +7.0%
29 DFAT DIMENSIONAL ETF TRUST 46,561.0 $2.8M 0.75% NEW $59.54 +17.4%
30 GLD SPDR GOLD TR Financial Services 6,771.0 $2.7M 0.73% NEW $396.31 -5.7%
31 SCHG SCHWAB STRATEGIC TR 81,492.0 $2.7M 0.72% NEW $32.62 +0.6%
32 V VISA INC Financial Services 6,970.0 $2.4M 0.66% NEW $350.71 -4.1%
33 MQ MARQETA INC Technology 493,118.0 $2.3M 0.64% NEW $4.75 -12.0%
34 TSLA TESLA INC Consumer Cyclical 5,072.0 $2.3M 0.62% NEW $449.76 -15.6%
35 IVV ISHARES TR 3,204.0 $2.2M 0.59% NEW $684.96 +7.0%
36 DFAU DIMENSIONAL ETF TRUST 44,859.0 $2.1M 0.57% NEW $46.80 +8.4%
37 VBK VANGUARD INDEX FDS 6,506.0 $2.0M 0.53% NEW $302.11 +18.4%
38 JPM JPMORGAN CHASE & CO. Financial Services 5,868.0 $1.9M 0.51% NEW $322.21 +2.1%
39 COST COSTCO WHSL CORP NEW Consumer Defensive 2,179.0 $1.9M 0.51% NEW $862.28 +10.5%
40 XOM EXXON MOBIL CORP Energy 14,495.0 $1.7M 0.47% NEW $120.34 +13.5%
Page 2 of 12  ·  232 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 42.1%
Financial Services 16.2%
Communication Services 13.5%
Healthcare 11.1%
Consumer Cyclical 4.3%
Industrials 4.0%
Consumer Defensive 3.7%
Energy 3.2%
Real Estate 1.4%
Utilities 0.5%