Universe · entity
WEBSTERROGERS FINANCIAL ADVISORS, LLC
Institutional manager (13F) · CIK 1841757
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $334M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $29M | 65,510 |
| 2 | AMERICAN CENTY ETF TR | $26M | 237,607 |
| 3 | DIMENSIONAL ETF TRUST | $18M | 557,315 |
| 4 | AMERICAN CENTY ETF TR | $16M | 190,994 |
| 5 | AMERICAN CENTY ETF TR | $16M | 198,200 |
| 6 | DIMENSIONAL ETF TRUST | $16M | 427,843 |
| 7 | AMERICAN CENTY ETF TR | $15M | 207,002 |
| 8 | AMERICAN CENTY ETF TR | $15M | 182,801 |
| 9 | VANGUARD SCOTTSDALE FDS | $14M | 294,898 |
| 10 | VANGUARD SPECIALIZED FUNDS | $14M | 63,924 |
| 11 | VANGUARD SCOTTSDALE FDS | $14M | 233,326 |
| 12 | VANGUARD INDEX FDS | $11M | 18,815 |
| 13 | VANGUARD SCOTTSDALE FDS | $10M | 163,042 |
| 14 | VANGUARD MUN BD FDS | $9M | 189,041 |
| 15 | DIMENSIONAL ETF TRUST | $9M | 236,059 |
| 16 | DIMENSIONAL ETF TRUST | $9M | 257,948 |
| 17 | PIMCO ETF TR | $8M | 160,943 |
| 18 | VANGUARD SCOTTSDALE FDS | $8M | 144,848 |
| 19 | VANGUARD SCOTTSDALE FDS | $8M | 101,775 |
| 20 | VANGUARD SCOTTSDALE FDS | $7M | 83,822 |
| 21 | J P MORGAN EXCHANGE TRADED F | $6M | 125,731 |
| 22 | AMERICAN CENTY ETF TR | $6M | 98,542 |
| 23 | VANGUARD SCOTTSDALE FDS | $4M | 53,985 |
| 24 | VANGUARD BD INDEX FDS | $4M | 85,914 |
| 25 | DIMENSIONAL ETF TRUST | $4M | 51,344 |
| 26 | VANGUARD INDEX FDS | $3M | 37,832 |
| 27 | VANGUARD BD INDEX FDS | $3M | 39,182 |
| 28 | SPDR SERIES TRUST | $3M | 93,469 |
| 29 | J P MORGAN EXCHANGE TRADED F | $3M | 45,091 |
| 30 | INVESCO QQQ TR | $2M | 3,858 |
| 31 | VANGUARD BD INDEX FDS | $2M | 28,426 |
| 32 | DIMENSIONAL ETF TRUST | $2M | 38,003 |
| 33 | INNOVATOR ETFS TRUST | $2M | 108,933 |
| 34 | VANGUARD ADMIRAL FDS INC | $2M | 4,023 |
| 35 | DIMENSIONAL ETF TRUST | $2M | 31,698 |
| 36 | VANGUARD INTL EQUITY INDEX F | $1M | 33,588 |
| 37 | VANGUARD BD INDEX FDS | $1M | 21,379 |
| 38 | DIMENSIONAL ETF TRUST | $1M | 23,390 |
| 39 | APPLE INC | $1M | 5,395 |
| 40 | SCHWAB STRATEGIC TR | $1M | 46,435 |
| 41 | VANGUARD MUN BD FDS | $1M | 15,561 |
| 42 | AMERICAN CENTY ETF TR | $919k | 9,200 |
| 43 | VANGUARD INDEX FDS | $911k | 2,840 |
| 44 | AON PLC | $854k | 2,647 |
| 45 | MICROSOFT CORP | $844k | 2,281 |
| 46 | DIMENSIONAL ETF TRUST | $840k | 11,815 |
| 47 | VANGUARD BD INDEX FDS | $788k | 10,208 |
| 48 | VANGUARD INDEX FDS | $732k | 2,796 |
| 49 | HANCOCK JOHN PREM DIVID FD | $681k | 52,000 |
| 50 | JOHNSON & JOHNSON | $659k | 2,695 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.