13F Filings for WEBSTERROGERS FINANCIAL ADVISORS, LLC (CIK: 1841757)
View the most recent portfolio holdings disclosed by WEBSTERROGERS FINANCIAL ADVISORS, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 67.23K | $29.47M | 9.37% | Increased | 1.03K (1.0%, $4.93M) |
| AVUS - AMERICAN CENTY ETF TR(Class: US EQT ETF) | 262.37K | $26.45M | 8.41% | Decreased | 3.62K (1.0%, $1.88M) |
| N/A - DIMENSIONAL ETF TRUST(Class: INTL HIGH PROFIT) | 537.93K | $15.86M | 5.04% | Increased | 4.89K (0.0%, $1.50M) |
| AVDE - AMERICAN CENTY ETF TR(Class: INTL EQT ETF) | 206K | $15.25M | 4.85% | Decreased | 4.29K (2.0%, $1.31M) |
| AVEM - AMERICAN CENTY ETF TR(Class: AVANTIS EMGMKT) | 212.55K | $14.57M | 4.63% | Increased | 1.12K (0.0%, $1.85M) |
| DUHP - DIMENSIONAL ETF TRUST(Class: US HIGH PROFITAB) | 401.29K | $14.27M | 4.54% | Increased | 8.70K (2.0%, $1.26M) |
| AVLV - AMERICAN CENTY ETF TR(Class: US LARGE CAP VLU) | 191.43K | $13.06M | 4.15% | Increased | 145 (0.0%, $583.74K) |
| AVIV - AMERICAN CENTY ETF TR(Class: INTERNATIONAL LR) | 207.76K | $12.93M | 4.11% | Increased | 3.58K (1.0%, $1.36M) |
| VMBS - VANGUARD SCOTTSDALE FDS(Class: MTG-BKD SECS ETF) | 259.96K | $12.05M | 3.83% | Decreased | 72 (0.0%, $4.47K) |
| VGSH - VANGUARD SCOTTSDALE FDS(Class: SHORT TERM TREAS) | 202.77K | $11.92M | 3.79% | Increased | 2.17K (1.0%, $145.39K) |
| VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF) | 54.36K | $11.13M | 3.54% | Increased | 3.68K (7.0%, $1.29M) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 18.14K | $10.30M | 3.28% | Increased | 490 (2.0%, $1.23M) |
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 246.87K | $8.85M | 2.81% | Decreased | 1.06K (0.0%, $668.69K) |
| VGIT - VANGUARD SCOTTSDALE FDS(Class: INTER TERM TREAS) | 136.33K | $8.15M | 2.59% | Increased | 4K (3.0%, $293.61K) |
| VGLT - VANGUARD SCOTTSDALE FDS(Class: LONG TERM TREAS) | 138.10K | $7.75M | 2.46% | Increased | 1.38K (1.0%, $126.33K) |
| N/A - DIMENSIONAL ETF TRUST(Class: INTL SMALL CAP E) | 255.73K | $7.63M | 2.43% | Increased | 2.04K (0.0%, $1.08M) |
| VTEB - VANGUARD MUN BD FDS(Class: TAX EXEMPT BD) | 149.15K | $7.31M | 2.32% | Decreased | 6.51K (4.0%, $411.24K) |
| VCLT - VANGUARD SCOTTSDALE FDS(Class: LG-TERM COR BD) | 87.63K | $6.65M | 2.11% | Increased | 1.22K (1.0%, $91.98K) |
| SMMU - PIMCO ETF TR(Class: SHTRM MUN BD ACT) | 128.66K | $6.45M | 2.05% | Increased | 969 (0.0%, $67.76K) |
| N/A - J P MORGAN EXCHANGE TRADED F(Class: ULTRA SHT MUNCPL) | 119.41K | $6.08M | 1.93% | Decreased | 3.45K (2.0%, $167.28K) |
| VCIT - VANGUARD SCOTTSDALE FDS(Class: INT-TERM CORP) | 72.78K | $6.04M | 1.92% | Decreased | 128 (0.0%, $74.01K) |
| AVSC - AMERICAN CENTY ETF TR(Class: AVANTIS US SMALL) | 100.38K | $5.18M | 1.65% | Increased | 2.74K (2.0%, $450.73K) |
| N/A - VANGUARD BD INDEX FDS(Class: VANGUARD ULTRA) | 82.41K | $4.11M | 1.31% | Decreased | 1.01K (1.0%, $49.58K) |
| VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 48.96K | $3.89M | 1.24% | Increased | 427 (0.0%, $61.18K) |
| DFUS - DIMENSIONAL ETF TRUST(Class: US EQUITY MARKET) | 56.28K | $3.77M | 1.20% | Decreased | 93 (0.0%, $362.48K) |