WEBSTERROGERS FINANCIAL ADVISORS, LLC
Q2 2025 13F Holdings
- Locationflorence, SC
- Num holdings
86
- Value ($000)
$314,531
- Date Filed07/10/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $29.47M | 9 % | 67,226 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $26.45M | 8 % | 262,369 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $15.86M | 5 % | 537,932 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $15.25M | 5 % | 205,995 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $14.57M | 5 % | 212,553 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $14.27M | 5 % | 401,288 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $13.06M | 4 % | 191,426 | ||
AVIV AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | $12.93M | 4 % | 207,757 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $12.05M | 4 % | 259,960 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $11.92M | 4 % | 202,768 |
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