WEBSTERROGERS FINANCIAL ADVISORS, LLC
Q1 2025 13F Holdings
- Locationflorence, SC
- Num holdings
84
- Value ($000)
$292,841
- Date Filed04/09/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $24.57 M | 8 % | 265,987 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $24.55 M | 8 % | 66,191 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $14.36 M | 5 % | 533,042 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $13.94 M | 5 % | 210,285 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $13.01 M | 4 % | 392,588 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $12.72 M | 4 % | 211,429 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $12.47 M | 4 % | 191,281 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $12.04 M | 4 % | 260,032 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $11.77 M | 4 % | 200,602 | ||
AVIV AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | $11.57 M | 4 % | 204,174 |
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