WEBSTERROGERS FINANCIAL ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WEBSTERROGERS FINANCIAL ADVISORS, LLC 13F Holdings
CIK 0001841757
As of Sep 30, 2025, WEBSTERROGERS FINANCIAL ADVISORS, LLC reported
91 positions worth $333.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 62,107 | $29.8M | 8.93% |
| AVANTIS US EQUITY ETF | AVUS | — | 258,103 | $28.1M | 8.41% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 544,193 |
|
6.5M4.96% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 202,935 |
6.0M | 4.80% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 405,756 |
5.3M | 4.60% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 202,954 |
5.2M | 4.57% |
| AMERICAN CENTY ETF TR | — | — | 204,887 |
3.8M | 4.14% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 183,423 |
3.3M | 3.98% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 278,526 |
3.1M | 3.92% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 216,603 |
2.7M | 3.82% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 57,998 |
2.5M | 3.75% |
| VANGUARD 500 INDEX FUND | VOO | — | 18,102 |
1.1M | 3.32% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 243,066 | $9.4M | 2.81% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 150,083 | $9.0M | 2.70% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 254,217 | $8.0M | 2.41% |
| VANGUARD LONG-TERM TREASURY INDEX FUND | VGLT | — | 139,159 | $7.9M | 2.37% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 152,758 | $7.6M | 2.29% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 91,070 | $7.1M | 2.12% |
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | SMMU | — | 132,968 | $6.7M | 2.02% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 77,647 | $6.5M | 1.96% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 119,866 | $6.1M | 1.83% |
| AVANTIS US SMALL CAP EQUITY ETF | AVSC | Equity | 100,417 | $5.7M | 1.72% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 83,545 | $4.2M | 1.25% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 50,364 | $4.0M | 1.21% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 55,230 | $4.0M | 1.20% |