Instuitional Investor - Websterrogers Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Websterrogers Financial Advisors, Llc |
| Portfolio Value | $344,428,250 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 61,809 | $30,154,195 | 8.75% | |
| 2. | American Centy Etf Tr - US EQT ETF | 254,660 | $28,465,986 | 8.26% | |
| 3. | Dimensional Etf Trust | 538,263 | $17,044,110 | 4.95% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 200,137 | $16,475,316 | 4.78% | |
| 5. | Dimensional Etf Trust | 408,155 | $15,522,155 | 4.51% |