0001725547-21-000018.txt : 20210211 0001725547-21-000018.hdr.sgml : 20210211 20210211172731 ACCESSION NUMBER: 0001725547-21-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEBSTERROGERS FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001841757 IRS NUMBER: 571075873 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20696 FILM NUMBER: 21621122 BUSINESS ADDRESS: STREET 1: 1411 SECOND LOOP ROAD CITY: FLORENCE STATE: SC ZIP: 29505-2801 BUSINESS PHONE: 843-665-6321 MAIL ADDRESS: STREET 1: 1411 SECOND LOOP ROAD CITY: FLORENCE STATE: SC ZIP: 29505-2801 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001841757 XXXXXXXX 12-31-2020 12-31-2020 false WEBSTERROGERS FINANCIAL ADVISORS, LLC

1411 SECOND LOOP ROAD FLORENCE SC 29505-2801

13F HOLDINGS REPORT 028-20696 N Dana M. Jones 843-656-1144 Dana M. Jones Florence SC 02-11-2021 0 51 342786 false INFORMATION TABLE 2 Form13fInfoTable.xml ARK ETF TR INNOVATION ETF 00214Q104 1429 9780 SH SOLE 0 0 9780 ABERDEEN STD PLATINUM ETF TR PHYSCL PLATM SHS 003260106 1078 10600 SH SOLE 0 0 10600 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 217 12300 SH SOLE 0 0 12300 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 16367 248091 SH SOLE 0 0 248091 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 36369 620735 SH SOLE 0 0 620735 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 2932 50000 SH SOLE 0 0 50000 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4653 73822 SH SOLE 0 0 73822 AMERICAN CENTY ETF TR US EQT ETF 025072885 97984 1497536 SH SOLE 0 0 1497536 APPLE INC COM 037833100 616 4821 SH SOLE 0 0 4821 BK OF AMERICA CORP COM 060505104 539 16441 SH SOLE 0 0 16441 DISNEY WALT CO COM 254687106 408 2371 SH SOLE 0 0 2371 DOMINION ENERGY INC COM 25746U109 261 3683 SH SOLE 0 0 3683 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 850 124033 SH SOLE 0 0 124033 INNOVATOR ETFS TR II S&P INVSTMNT GRD 45783G201 1737 71565 SH SOLE 0 0 71565 INVESCO QQQ TR UNIT SER 1 46090E103 280 886 SH SOLE 0 0 886 ISHARES TR MSCI EMG MKT ETF 464287234 289 5227 SH SOLE 0 0 5227 ISHARES TR MSCI EAFE ETF 464287465 351 4690 SH SOLE 0 0 4690 JPMORGAN CHASE & CO COM 46625H100 323 2339 SH SOLE 0 0 2339 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 422 12927 SH SOLE 0 0 12927 JOHNSON & JOHNSON COM 478160104 240 1474 SH SOLE 0 0 1474 LOCKHEED MARTIN CORP COM 539830109 339 992 SH SOLE 0 0 992 MARTIN MARIETTA MATLS INC COM 573284106 259 844 SH SOLE 0 0 844 MICROSOFT CORP COM 594918104 243 1122 SH SOLE 0 0 1122 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 4502 87435 SH SOLE 0 0 87435 PORTMAN RIDGE FIN CORP COM 73688F102 20 10488 SH SOLE 0 0 10488 SPDR S&P 500 ETF TR TR UNIT 78462F103 736 1943 SH SOLE 0 0 1943 SPDR S&P 500 ETF TR TR UNIT 78462F103 60 10000 SH Put SOLE 0 0 10000 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 211 473 SH SOLE 0 0 473 SPDR SER TR BLOMBERG BRC INV 78468R200 2020 65920 SH SOLE 0 0 65920 SCHWAB STRATEGIC TR US REIT ETF 808524847 777 20684 SH SOLE 0 0 20684 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 13940 271263 SH SOLE 0 0 271263 SCHWAB STRATEGIC TR US TIPS ETF 808524870 653 10521 SH SOLE 0 0 10521 SEA LTD SPONSORD ADS 81141R100 232 1000 SH SOLE 0 0 1000 SOUTHERN CO COM 842587107 209 3421 SH SOLE 0 0 3421 TEMPLETON DRAGON FD INC COM 88018T101 3301 134300 SH SOLE 0 0 134300 VANGUARD STAR FDS VG TL INTL STK F 921909768 843 13501 SH SOLE 0 0 13501 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 3645 28700 SH SOLE 0 0 28700 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4496 54300 SH SOLE 0 0 54300 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 10138 115904 SH SOLE 0 0 115904 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 28454 585964 SH SOLE 0 0 585964 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 870 14920 SH SOLE 0 0 14920 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2965 54507 SH SOLE 0 0 54507 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5632 105377 SH SOLE 0 0 105377 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 10437 60600 SH SOLE 0 0 60600 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1660 30734 SH SOLE 0 0 30734 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4710 48827 SH SOLE 0 0 48827 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6317 114486 SH SOLE 0 0 114486 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 60539 173913 SH SOLE 0 0 173913 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4997 59229 SH SOLE 0 0 59229 VANGUARD INDEX FDS SMALL CP ETF 922908751 1037 4993 SH SOLE 0 0 4993 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1199 6029 SH SOLE 0 0 6029