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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 3 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAE DIMENSIONAL ETF TRUST 48,452.0 $1.6M 0.43% NEW $32.57 +20.9%
42 SNOW SNOWFLAKE INC Technology 7,168.0 $1.6M 0.43% NEW $219.35 +13.5%
43 BIV VANGUARD BD INDEX FDS 19,626.0 $1.5M 0.41% NEW $77.88 -1.1%
44 DFCF DIMENSIONAL ETF TRUST 35,121.0 $1.5M 0.41% NEW $42.56 -0.5%
45 BSJQ INVESCO EXCH TRD SLF IDX FD 61,989.0 $1.4M 0.39% NEW $23.34 -1.7%
46 CGSD CAPITAL GRP FIXED INCM ETF T 55,315.0 $1.4M 0.39% NEW $26.01 -0.7%
47 DISV DIMENSIONAL ETF TRUST 37,004.0 $1.4M 0.38% NEW $38.00 +6.3%
48 DFIC DIMENSIONAL ETF TRUST 40,414.0 $1.4M 0.38% NEW $34.46 +7.5%
49 IWY ISHARES TR 5,024.0 $1.4M 0.38% NEW $276.94 +0.2%
50 CRM SALESFORCE INC Technology 5,108.0 $1.4M 0.37% NEW $264.92 -40.2%
51 NOW SERVICENOW INC Technology 8,606.0 $1.3M 0.36% NEW $153.19 -35.8%
52 DCOR DIMENSIONAL ETF TRUST 17,417.0 $1.3M 0.35% NEW $73.63 +9.8%
53 CDNS CADENCE DESIGN SYSTEM INC Technology 3,978.0 $1.2M 0.34% NEW $312.58 +20.7%
54 VXUS VANGUARD STAR FDS 16,176.0 $1.2M 0.33% NEW $75.44 +12.0%
55 MA MASTERCARD INCORPORATED Financial Services 1,982.0 $1.1M 0.31% NEW $571.00 -12.6%
56 AVGO BROADCOM INC Technology 3,240.0 $1.1M 0.30% NEW $346.07 +5.5%
57 ORCL ORACLE CORP Technology 5,631.0 $1.1M 0.30% NEW $194.92 -23.7%
58 IBHF ISHARES TR 46,638.0 $1.1M 0.29% NEW $23.08 -1.8%
59 SOXX ISHARES TR 3,567.0 $1.1M 0.29% NEW $301.14 +95.9%
60 ESGD ISHARES TR 11,272.0 $1.1M 0.29% NEW $95.09 +6.8%
Page 3 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%