Instuitional Investor - Websterrogers Financial Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Websterrogers Financial Advisors, Llc |
Portfolio Value | $314,530,626 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 67,226 | $29,472,311 | 9.37% | |
2. | American Centy Etf Tr - US EQT ETF | 262,369 | $26,452,136 | 8.41% | |
3. | Dimensional Etf Trust | 537,932 | $15,863,636 | 5.04% | |
4. | American Centy Etf Tr - INTL EQT ETF | 205,995 | $15,245,733 | 4.85% | |
5. | American Centy Etf Tr | 212,553 | $14,568,430 | 4.63% |