WEBSTERROGERS FINANCIAL ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Florence, SC
CIK
0001841757
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 68 285,761 AVUS, VUG, AVLV, DIHP 13F-HR 10/15/2024 000172554724005911
Q2 2024 68 280,743 AVUS, VUG, AVLV, DIHP 13F-HR 7/12/2024 000172554724003167
Q1 2024 74 281,217 AVUS, VUG, AVLV, AVDE 13F-HR 5/14/2024 000172554724002140
Q4 2023 71 239,816 AVUS, AMERICAN CENTY ETF TR, BSV, DUHP 13F-HR 2/14/2024 000172554724000520
Q3 2023 63 227,399 AVUS, AMERICAN CENTY ETF TR, BIV, VUG 13F-HR 11/1/2023 000172554723001687
Q2 2023 60 229,626 AVUS, AMERICAN CENTY ETF TR, BIV, AVDE 13F-HR 7/26/2023 000172554723000154
Q1 2023 60 217,400 AVUS, AMERICAN CENTY ETF TR, BIV, AVDE 13F-HR 5/3/2023 000172554723000093
Q4 2022 61 206,515 AVUS, BSV, AMERICAN CENTY ETF TR, AVDE 13F-HR 2/6/2023 000172554723000018
Q3 2022 51 190,168 AVUS, AVDE, BSV, VUSB 13F-HR 10/26/2022 000172554722000160
Q2 2022 56 204,621 AVUS, AVDE, BSV, VUSB 13F-HR 7/25/2022 000172554722000113
Q1 2022 65 195,473 AVUS, AVDE, BND, BSV 13F-HR 4/14/2022 000172554722000056
Q4 2021 64 441,875 AVUS, VOO, AVDE, VEA 13F-HR 1/24/2022 000172554722000009
Q3 2021 60 431,244 AVUS, VOO, AVDE, VEA 13F-HR 10/12/2021 000172554721000086
Q2 2021 61 418,793 AVUS, VOO, AVDE, VEA 13F-HR 8/5/2021 000172554721000076
Q1 2021 54 369,708 AVUS, VOO, AVDE, VEA 13F-HR 5/7/2021 000172554721000039
Q4 2020 51 342,786 AVUS, VOO, AVDE, VEA 13F-HR 2/11/2021 000172554721000018