Instuitional Investor - Websterrogers Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Websterrogers Financial Advisors, Llc |
| Portfolio Value | $287,952,398 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 271,214 | $26,288,777 | 9.12% | |
| 2. | Vanguard Index Fds | 64,041 | $26,285,374 | 9.12% | |
| 3. | American Centy Etf Tr | 300,822 | $20,085,905 | 6.97% | |
| 4. | Dimensional Etf Trust | 544,770 | $13,744,562 | 4.77% | |
| 5. | Dimensional Etf Trust | 396,566 | $13,399,993 | 4.65% |
