WF

WEBSTERROGERS FINANCIAL ADVISORS, LLC

13F
WEBSTERROGERS FINANCIAL ADVISORS, LLC
Last update 2025-07-10 86 Stocks (4 new)
Value $315.00 Mil Turnover 1 %
Countries:
Top Holdings: VUG(9.37%)AVUS(8.41%)DIHP(5.04%)AVDE(4.85%)AVEM(4.63%)
Summary Stock Picks Current Portfolio
WEBSTERROGERS FINANCIAL ADVISO... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
67,226
29,472.3
+1.56%
9.370
+0.14%
0.020
+27.48%
+9.52%
167,127.0
 
AVUS
Avantis U.S. Equity ETF
262,369
26,452.1
-1.36%
8.410
-0.11%
0.300
+18.90%
+6.42%
8,878.4
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
537,932
15,863.6
+0.92%
5.040
+0.05%
0.380
+9.10%
+16.84%
4,156.3
 
AVDE
Avantis International Equity ETF
205,995
15,245.7
-2.04%
4.850
-0.10%
0.200
+13.05%
+22.08%
7,437.6
 
AVEM
Avantis Emerging Markets Equity ETF
212,553
14,568.4
+0.53%
4.630
+0.02%
0.140
+21.59%
+20.13%
10,968.0
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
401,288
14,269.8
+2.22%
4.540
+0.10%
0.170
+15.80%
+7.66%
8,829.1
 
AVLV
Avantis U.S. Large Cap Value ETF
191,426
13,057.2
+0.08%
4.150
0%
0.170
+14.51%
+4.21%
7,701.5
 
AVIV
Avantis International Large Cap Value ETF
Avantis International Large Cap Value ETF
207,757
12,929.8
+1.75%
4.110
+0.07%
1.680
+11.97%
+21.62%
764.2
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
259,960
12,046.6
-0.03%
3.830
0%
0.080
+1.54%
+3.51%
14,395.4
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
202,768
11,918.8
+1.08%
3.790
+0.04%
0.050
+0.75%
+2.72%
22,524.1
 

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Historical Top Holdings Breakdowns

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VIG
Vanguard Dividend Appreciation FTF
2025-06-30
Add
Add
+0.24%
●
173.71 ($193.82) 204.67
$206.10
6.34%
Add 7.26%
54,360
3,678
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.14%
●
329.49 ($394.63) 438.4
$448.39
13.62%
Add 1.56%
67,226
1,035
AVUS
Avantis U.S. Equity ETF
2025-06-30
Reduce
Reduce
-0.11%
●
81.38 ($93.61) 100.82
$102.51
9.51%
Reduce -1.36%
262,369
-3,618
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
Reduce
Reduce
-0.11%
●
48.13 ($48.86) 49.85
$48.51
-0.72%
Reduce -4.18%
149,146
-6,514
AVDE
Avantis International Equity ETF
2025-06-30
Reduce
Reduce
-0.10%
●
59.32 ($69.87) 74.36
$73.64
5.40%
Reduce -2.04%
205,995
-4,290
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-06-30
Add
Add
+0.10%
●
29.36 ($33.38) 35.56
$36.17
8.36%
Add 2.22%
401,288
8,700
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
2025-06-30
Add
Add
+0.09%
●
46.77 ($47.26) 47.89
$47.28
0.04%
Add 29.11%
27,357
6,168
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.09%
●
456.74 ($525.37) 568.03
$576.92
9.81%
Add 2.78%
18,138
490
IAPR
Innovator International Developed Power Buffer ETF April
Innovator International Developed Power Buffer ETF April
2025-06-30
New Buy
New Buy
+0.08%
●
25.9 ($28.23) 29.24
$29.13
3.19%
New holding
9,109
9,109
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-06-30
Add
Add
+0.08%
●
58.63 ($59.2) 59.97
$59.23
0.05%
Add 3.02%
136,330
4,002

WEBSTERROGERS FINANCIAL ADVISORS, LLC Total Holding History ($B)

To

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Asset Allocation

To

WEBSTERROGERS FINANCIAL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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WEBSTERROGERS FINANCIAL ADVISORS, LLC's Hypothetical Growth since 2025-06-30

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Holdings Heat Map

Size field:

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Holdings Bubble Chart

WEBSTERROGERS FINANCIAL ADVISORS, LLC News

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