WEBSTERROGERS FINANCIAL ADVISORS, LLC
Q4 2024 13F Holdings
- Locationflorence, SC
- Num holdings
81
- Value ($000)
$287,952
- Date Filed01/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $26.29M | 9 % | 271,214 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $26.29M | 9 % | 64,041 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $20.09M | 7 % | 300,822 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $13.74M | 5 % | 544,770 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $13.40M | 5 % | 396,566 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $13.07M | 5 % | 212,958 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $12.85M | 5 % | 218,552 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $12.05M | 4 % | 207,067 | ||
AVIV AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | $10.35M | 4 % | 199,343 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.59M | 3 % | 17,799 |
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