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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 6 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SBUX STARBUCKS CORP Consumer Cyclical 6,545.0 $551K 0.15% NEW $84.22 +24.2%
102 DGCB DIMENSIONAL ETF TRUST 10,160.0 $551K 0.15% NEW $54.24 +1.0%
103 FNDB SCHWAB STRATEGIC TR 20,653.0 $549K 0.15% NEW $26.57 +14.3%
104 HD HOME DEPOT INC Consumer Cyclical 1,573.0 $541K 0.15% NEW $344.18 +1.4%
105 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,774.0 $539K 0.15% NEW $303.90 +42.3%
106 GS GOLDMAN SACHS GROUP INC Financial Services 601.0 $528K 0.14% NEW $879.31 +16.0%
107 IWR ISHARES TR 5,443.0 $524K 0.14% NEW $96.26 +13.8%
108 C CITIGROUP INC Financial Services 4,468.0 $521K 0.14% NEW $116.69 +21.5%
109 VEA VANGUARD TAX-MANAGED FDS 8,188.0 $511K 0.14% NEW $62.47 +13.0%
110 DIS DISNEY WALT CO Communication Services 4,484.0 $510K 0.14% NEW $113.78 -13.2%
111 DFGX DIMENSIONAL ETF TRUST 9,603.0 $505K 0.14% NEW $52.63 +2.0%
112 IBB ISHARES TR 2,942.0 $496K 0.14% NEW $168.74 +11.0%
113 CAT CATERPILLAR INC Industrials 853.0 $489K 0.13% NEW $572.72 +74.2%
114 PRCH PORCH GROUP INC Technology 53,286.0 $487K 0.13% NEW $9.13 +52.1%
115 MS MORGAN STANLEY Financial Services 2,544.0 $452K 0.12% NEW $177.51 +19.5%
116 COF CAPITAL ONE FINL CORP Financial Services 1,817.0 $440K 0.12% NEW $242.39 -15.8%
117 PG PROCTER AND GAMBLE CO Consumer Defensive 3,066.0 $439K 0.12% NEW $143.31 +4.0%
118 INDA ISHARES TR 8,125.0 $439K 0.12% NEW $54.05 -8.6%
119 PAVE GLOBAL X FDS 9,185.0 $439K 0.12% NEW $47.79 +23.1%
120 DE DEERE & CO Industrials 901.0 $420K 0.11% NEW $465.80 +31.7%
Page 6 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%