StockDriftsStockDriftsTop 50 Werba Rubin Papier Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 11.35% | 733.3K | $81.5M | new | $74.34(+69.34%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 9.87% | 835.1K | $70.8M | new | $54.51(+67.12%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.66% | 432.8K | $47.8M | new | $72.10(+64.72%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.55% | 327.5K | $32.7M | new | $57.30(+92.17%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.24% | 119.9K | $30.4M | new | $166.21(+79.42%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.17% | 406.4K | $29.9M | +12.71%(+45.85K) | $73.49(-0.45%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.25% | 133.9K | $23.3M | +0.38%(+510) | $146.80(+60.58%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.11% | 113.8K | $22.3M | +3.56%(+3.91K) | $172.88(+20.90%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.77% | 45.5K | $19.9M | +4.89%(+2.12K) | $59.37(+49.05%) | 2026-03-31 | |
| IEF | ISHARES TR | 2.29% | 172.6K | $16.5M | +20.68%(+29.57K) | $95.04(-0.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.41% | +49.76% |
| Top 20 Holdings Unweighted | +12.39% | +41.98% |
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