WEBSTERROGERS FINANCIAL ADVISORS, LLC

Est. AUM

$349.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$28.6M	65510	8.19%	SOLE
2	AMERICAN CENTY ETF TR	US EQT ETF	$26.4M	237607	7.56%	SOLE
3	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$18.0M	557315	5.14%	SOLE
4	AMERICAN CENTY ETF TR	INTL EQT ETF	$16.2M	190994	4.64%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$16.0M	198200	4.57%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$15.7M	427843	4.50%	SOLE
7	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$15.5M	207002	4.43%	SOLE
8	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$14.7M	182801	4.22%	SOLE
9	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$13.8M	294898	3.96%	SOLE
10	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$13.7M	63924	3.93%	SOLE
11	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$13.7M	233326	3.91%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.2M	18815	3.22%	SOLE
13	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.7M	163042	2.78%	SOLE
14	VANGUARD MUN BD FDS	TAX EXEMPT BD	$9.4M	189041	2.70%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.2M	236059	2.62%	SOLE
16	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$8.7M	257948	2.48%	SOLE
17	PIMCO ETF TR	SHTRM MUN BD ACT	$8.1M	160943	2.32%	SOLE
18	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$8.0M	144848	2.29%	SOLE
19	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.6M	101775	2.18%	SOLE
20	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.9M	83822	1.98%	SOLE
21	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$6.4M	125731	1.83%	SOLE
22	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$6.1M	98542	1.76%	SOLE
23	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.3M	53985	1.22%	SOLE
24	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.3M	85914	1.22%	SOLE
25	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.6M	51344	1.04%	SOLE
26	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.4M	37832	0.96%	SOLE
27	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.1M	39182	0.88%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	93469	0.82%	SOLE
29	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.6M	45091	0.73%	SOLE
30	INVESCO QQQ TR	UNIT SER 1	$2.2M	3858	0.64%	SOLE
31	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.1M	28426	0.60%	SOLE
32	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.8M	38003	0.53%	SOLE
33	INNOVATOR ETFS TRUST	S&P INVT GRD PFD	$1.8M	108933	0.52%	SOLE
34	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.6M	4023	0.47%	SOLE
35	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.5M	31698	0.43%	SOLE
36	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.5M	33588	0.43%	SOLE
37	VANGUARD BD INDEX FDS	LONG TERM BOND	$1.5M	21379	0.42%	SOLE
38	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	23390	0.42%	SOLE
39	APPLE INC	COM	$1.4M	5395	0.39%	SOLE
40	SCHWAB STRATEGIC TR	US TIPS ETF	$1.2M	46435	0.35%	SOLE
41	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$1.2M	15561	0.33%	SOLE
42	AMERICAN CENTY ETF TR	INTL SMCP VLU	$918K	9200	0.26%	SOLE
43	VANGUARD INDEX FDS	TOTAL STK MKT	$911K	2840	0.26%	SOLE
44	AON PLC	SHS CL A	$854K	2647	0.24%	SOLE
45	MICROSOFT CORP	COM	$844K	2281	0.24%	SOLE
46	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$840K	11815	0.24%	SOLE
47	VANGUARD BD INDEX FDS	INTERMED TERM	$787K	10208	0.23%	SOLE
48	VANGUARD INDEX FDS	SMALL CP ETF	$732K	2796	0.21%	SOLE
49	HANCOCK JOHN PREM DIVID FD	COM SH BEN INT	$681K	52000	0.19%	SOLE
50	JOHNSON & JOHNSON	COM	$658K	2695	0.19%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.