Werba Rubin Papier Wealth Management

Est. AUM

$717.8M

13F long equity, this entity only

Positions

277

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$81.5M	733306	11.36%	SOLE
2	AMERICAN CENTY ETF TR	INTL EQT ETF	$70.8M	835062	9.87%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$47.8M	432808	6.66%	SOLE
4	AMERICAN CENTY ETF TR	INTL SMCP VLU	$32.7M	327494	4.56%	SOLE
5	APPLE INC	COM	$30.4M	119898	4.24%	SOLE
6	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$29.9M	406443	4.17%	SOLE
7	NVIDIA CORPORATION	COM	$23.3M	133862	3.25%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$22.3M	113750	3.11%	SOLE
9	VANGUARD INDEX FDS	GROWTH ETF	$19.9M	45496	2.77%	SOLE
10	ISHARES TR	7-10 YR TRSY BD	$16.5M	172554	2.29%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$15.9M	197530	2.22%	SOLE
12	SCHWAB STRATEGIC TR	LONG TERM US	$15.0M	478692	2.10%	SOLE
13	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$12.7M	239993	1.76%	SOLE
14	DIMENSIONAL ETF TRUST	SHORT DURATION F	$12.4M	259454	1.73%	SOLE
15	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$9.5M	202236	1.32%	SOLE
16	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$9.0M	184971	1.25%	SOLE
17	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$8.6M	220245	1.20%	SOLE
18	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$7.5M	284934	1.04%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.2M	10438	0.87%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP VA ETF	$6.0M	195790	0.83%	SOLE
21	VANGUARD WHITEHALL FDS	INTL DVD ETF	$5.9M	66431	0.82%	SOLE
22	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.4M	138751	0.75%	SOLE
23	PROCEPT BIOROBOTICS CORP	COM	$5.3M	210000	0.73%	SOLE
24	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5.1M	63350	0.71%	SOLE
25	VANGUARD MALVERN FDS	SHORT DURATION B	$5.1M	66692	0.71%	SOLE
26	MICROSOFT CORP	COM	$5.0M	13508	0.70%	SOLE
27	ALPHABET INC	CAP STK CL C	$4.6M	16132	0.64%	SOLE
28	ALPHABET INC	CAP STK CL A	$4.6M	15852	0.64%	SOLE
29	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$4.3M	104369	0.60%	SOLE
30	ISHARES INC	MSCI EMRG CHN	$4.2M	53365	0.58%	SOLE
31	AMAZON COM INC	COM	$4.1M	19508	0.57%	SOLE
32	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$4.1M	57135	0.56%	SOLE
33	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.0M	74753	0.56%	SOLE
34	BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$3.9M	87549	0.54%	SOLE
35	VANGUARD INDEX FDS	SM CP VAL ETF	$3.7M	16853	0.51%	SOLE
36	META PLATFORMS INC	CL A	$3.5M	6132	0.49%	SOLE
37	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$3.3M	37528	0.46%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$3.2M	9978	0.45%	SOLE
39	VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.1M	16811	0.43%	SOLE
40	SPDR GOLD TR	GOLD SHS	$3.1M	7118	0.43%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.0M	4598	0.42%	SOLE
42	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.9M	46110	0.40%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	5937	0.40%	SOLE
44	VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.7M	10540	0.38%	SOLE
45	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$2.7M	35945	0.37%	SOLE
46	LAM RESEARCH CORP	COM NEW	$2.6M	12389	0.37%	SOLE
47	EXXON MOBIL CORP	COM	$2.6M	15305	0.36%	SOLE
48	COSTCO WHOLESALE CORPORATION	COM	$2.5M	2545	0.35%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.5M	85541	0.35%	SOLE
50	VISA INC	COM CL A	$2.1M	7089	0.30%	SOLE

1–50 of 277

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.