Instuitional Investor - Websterrogers Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Websterrogers Financial Advisors, Llc |
| Portfolio Value | $390,390,442 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 416,280 | $35,858,424 | 9.19% | |
| 2. | American Centy Etf Tr - US EQT ETF | 230,978 | $29,583,727 | 7.58% | |
| 3. | DFAC | 591,850 | $20,196,888 | 5.17% | |
| 4. | American Centy Etf Tr | 184,217 | $17,775,163 | 4.55% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 70,298 | $16,633,918 | 4.26% |
Hedge Fund Resource Center 
