Instuitional Investor - Websterrogers Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Websterrogers Financial Advisors, Llc |
| Portfolio Value | $239,816,216 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 309,166 | $25,212,521 | 10.51% | |
| 2. | BND | 218,223 | $16,807,548 | 7% | |
| 3. | American Centy Etf Tr | 276,427 | $15,966,475 | 6.65% | |
| 4. | Dimensional Etf Trust | 453,872 | $12,985,291 | 5.41% | |
| 5. | American Centy Etf Tr | 198,321 | $11,984,593 | 4.99% |
