WEBSTERROGERS FINANCIAL ADVISORS, LLC - Portfolio overview

WEBSTERROGERS FINANCIAL ADVISORS, LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 8.13%
2. AVUS - AMERICAN CENTY ETF TR, 7.51%
3. DIHP - DIMENSIONAL ETF TRUST, 5.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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