本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Werba Rubin Papier Wealth Management (CIK 1971029) reported $823.5M across 309 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVUS ($98.3M, 11.93%), AVDE ($78.2M, 9.49%), AVUV ($55.0M, 6.68%), AVDV ($34.9M, 4.24%), AAPL ($33.9M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $98.3M | 11.93% | 767,323 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $78.2M | 9.49% | 876,278 | Added |
| 3 | AVUV | AMERICAN CENTY ETF TR | $55.0M | 6.68% | 440,829 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $34.9M | 4.24% | 338,706 | Added |
| 5 | AAPL | APPLE INC | $33.9M | 4.12% | 117,297 | Trimmed |
| 6 | BND | VANGUARD BD INDEX FDS | $31.6M | 3.83% | 429,826 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $26.7M | 3.24% | 122,581 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $25.5M | 3.10% | 296,253 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $23.2M | 2.82% | 115,980 | Trimmed |
| 10 | AVEM | AMERICAN CENTY ETF TR | $20.2M | 2.46% | 209,840 | Added |
| 11 | IEF | ISHARES TR | $16.2M | 1.96% | 170,993 | Trimmed |
| 12 | SCHQ | SCHWAB STRATEGIC TR | $14.6M | 1.77% | 465,471 | Trimmed |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $13.5M | 1.63% | 249,131 | Added |
| 14 | DFSD | DIMENSIONAL ETF TRUST | $13.2M | 1.60% | 276,507 | Added |
| 15 | AVSF | AMERICAN CENTY ETF TR | $10.3M | 1.25% | 221,889 | Added |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $10.1M | 1.23% | 183,415 | Trimmed |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $9.8M | 1.19% | 237,423 | Added |
| 18 | CGCB | CAPITAL GRP FIXED INCM ETF T | $8.3M | 1.00% | 315,605 | Added |
| 19 | VIGI | VANGUARD WHITEHALL FDS | $7.3M | 0.88% | 77,823 | Added |
| 20 | SCHV | SCHWAB STRATEGIC TR | $7.1M | 0.86% | 203,775 | Added |
| 21 | VSDB | VANGUARD MALVERN FDS | $7.1M | 0.86% | 92,933 | Added |
| 22 | AVIG | AMERICAN CENTY ETF TR | $6.4M | 0.77% | 153,581 | Added |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $6.2M | 0.75% | 139,544 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $6.2M | 0.75% | 8,960 | Trimmed |
| 25 | EMXC | ISHARES INC | $6.0M | 0.72% | 58,302 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30