| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 16.0% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 15.0% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 14.0% |
| APPLE INC | 7 | Q2 2024 | 6.5% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 5.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.4% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 3.4% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 2.0% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 2.1% |
| INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 1.8% |
View Werba Rubin Papier Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-18 |
| 13F-HR | 2024-08-06 |
| N-PX | 2024-08-06 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-03-28 |
View Werba Rubin Papier Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.