CIK 1841757
WEBSTERROGERS FINANCIAL ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
94
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 94
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 62K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 255K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 538K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 200K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 408K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 198K | $1M+ | SH |
| AVIV | AMERICAN CENTY ETF TR | 203K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 289K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 179K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 228K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 59K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 241K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 158K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 174K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 252K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 144K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 152K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 99K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 81K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 125K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 95K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 86K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 53K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 54K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 39K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 92K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 45K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 26K | $1M+ | SH |
| EPRF | INNOVATOR ETFS TRUST | 105K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 39K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 4K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 22K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 32K | $1M+ | SH |
| AAPL | APPLE INC | 5K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 32K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 23K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 46K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| AON | AON PLC | 3K | $500K+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| VCRM | VANGUARD MUN BD FDS | 11K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| PDT | HANCOCK JOHN PREM DIVID FD | 52K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 7K | $500K+ | SH |