WEBSTERROGERS FINANCIAL ADVISORS, LLC
Q3 2025 13F Holdings
- Locationflorence, SC
- Num holdings
91
- Value ($000)
$333,436
- Date Filed10/09/2025
- Form type13F-HR
- CIK0001841757
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $29.79 M | 9 % | 62,107 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $28.06 M | 8 % | 258,103 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $16.54 M | 5 % | 544,193 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $16.01 M | 5 % | 202,935 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $15.33 M | 5 % | 405,756 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $15.24 M | 5 % | 202,954 | ||
AVIV AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | $13.82 M | 4 % | 204,887 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $13.25 M | 4 % | 183,423 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $13.08 M | 4 % | 278,526 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $12.75 M | 4 % | 216,603 |
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