WEBSTERROGERS FINANCIAL ADVISORS, LLC
96 holdingsFiling period: 2026-03-31Current AUM: $376.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 65.5K | $28.6M | $33.5M | 8.89% | +3.7K | 2026-03-31 |
| 2 | AVUS | AMERICAN CENTY ETF TR | 237.6K | $26.4M | $30.3M | 8.05% | -17,053 | 2026-03-31 |
| 3 | DIHP | DIMENSIONAL ETF TRUST | 557.3K | $18.0M | $19.2M | 5.11% | +19.1K | 2026-03-31 |
| 4 | AVDE | AMERICAN CENTY ETF TR | 191.0K | $16.2M | $17.4M | 4.63% | -9,143 | 2026-03-31 |
| 5 | AVEM | AMERICAN CENTY ETF TR | 198.2K | $16.0M | $17.7M | 4.71% | +250 | 2026-03-31 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 427.8K | $15.7M | $17.6M | 4.68% | +19.7K | 2026-03-31 |
| 7 | AVIV | AMERICAN CENTY ETF TR | 207.0K | $15.5M | $16.7M | 4.44% | +4.4K | 2026-03-31 |
| 8 | AVLV | AMERICAN CENTY ETF TR | 182.8K | $14.7M | $16.8M | 4.47% | +3.4K | 2026-03-31 |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | 294.9K | $13.8M | $13.6M | 3.61% | +6.2K | 2026-03-31 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 63.9K | $13.7M | $15.3M | 4.06% | +4.4K | 2026-03-31 |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | 233.3K | $13.7M | $13.6M | 3.60% | +5.3K | 2026-03-31 |
| 12 | VOO | VANGUARD INDEX FDS | 18.8K | $11.2M | $12.9M | 3.43% | +712 | 2026-03-31 |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | 163.0K | $9.7M | $9.5M | 2.53% | +5.5K | 2026-03-31 |
| 14 | VTEB | VANGUARD MUN BD FDS | 189.0K | $9.4M | $9.4M | 2.49% | +14.9K | 2026-03-31 |
| 15 | DFAC | DIMENSIONAL ETF TRUST | 236.1K | $9.2M | $10.5M | 2.79% | -4,848 | 2026-03-31 |
| 16 | DFIS | DIMENSIONAL ETF TRUST | 257.9K | $8.7M | $9.3M | 2.46% | +5.8K | 2026-03-31 |
| 17 | SMMU | PIMCO ETF TR | 160.9K | $8.1M | $8.1M | 2.15% | +8.6K | 2026-03-31 |
| 18 | VGLT | VANGUARD SCOTTSDALE FDS | 144.8K | $8.0M | $7.6M | 2.03% | +996 | 2026-03-31 |
| 19 | VCLT | VANGUARD SCOTTSDALE FDS | 101.8K | $7.6M | $7.3M | 1.95% | +3.2K | 2026-03-31 |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | 83.8K | $6.9M | $6.8M | 1.81% | +2.6K | 2026-03-31 |
| 21 | JMST | J P MORGAN EXCHANGE TRADED F | 125.7K | $6.4M | $6.4M | 1.70% | +1.1K | 2026-03-31 |
| 22 | AVSC | AMERICAN CENTY ETF TR | 98.5K | $6.1M | $7.1M | 1.89% | +3.7K | 2026-03-31 |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | 54.0K | $4.3M | $4.2M | 1.13% | +780 | 2026-03-31 |
| 24 | VUSB | VANGUARD BD INDEX FDS | 85.9K | $4.3M | $4.3M | 1.14% | -11 | 2026-03-31 |
| 25 | DFUS | DIMENSIONAL ETF TRUST | 51.3K | $3.6M | $4.2M | 1.11% | -2,390 | 2026-03-31 |
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