Instuitional Investor - Websterrogers Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Websterrogers Financial Advisors, Llc |
| Portfolio Value | $333,435,601 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 62,107 | $29,787,151 | 8.93% | |
| 2. | American Centy Etf Tr - US EQT ETF | 258,103 | $28,055,887 | 8.41% | |
| 3. | Dimensional Etf Trust | 544,193 | $16,540,750 | 4.96% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 202,935 | $16,011,574 | 4.8% | |
| 5. | Dimensional Etf Trust | 405,756 | $15,325,417 | 4.6% |