Instuitional Investor - Websterrogers Financial Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Websterrogers Financial Advisors, Llc |
Portfolio Value | $292,841,162 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | American Centy Etf Tr - US EQT ETF | 265,987 | $24,571,962 | 8.39% | |
2. | Vanguard Index Fds - GROWTH ETF | 66,191 | $24,545,313 | 8.38% | |
3. | Dimensional Etf Trust | 533,042 | $14,360,174 | 4.9% | |
4. | American Centy Etf Tr - INTL EQT ETF | 210,285 | $13,935,605 | 4.76% | |
5. | Dimensional Etf Trust | 392,588 | $13,010,394 | 4.44% |