0001725547-22-000009.txt : 20220124 0001725547-22-000009.hdr.sgml : 20220124 20220124100302 ACCESSION NUMBER: 0001725547-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220124 DATE AS OF CHANGE: 20220124 EFFECTIVENESS DATE: 20220124 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: 22547790 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 12-31-2021 12-31-2021 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 01-24-2022 0 64 441875 false INFORMATION TABLE 2 Form13fInfoTable.xml ARK ETF TR FINTECH INNOVA 00214Q708 2056 50327 SH SOLE 0 0 50327 ABERDEEN STD PLATINUM ETF TR PHYSCL PLATM SHS 003260106 1558 17330 SH SOLE 0 0 17330 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 508 28940 SH SOLE 0 0 28940 ABERDEEN STD GLOBAL INFRASTR COM SHS BEN INT 00326W106 286 13913 SH SOLE 0 0 13913 AMAZON COM INC COM 023135106 260 78 SH SOLE 0 0 78 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 16762 264711 SH SOLE 0 0 264711 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 43774 690553 SH SOLE 0 0 690553 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 4529 70163 SH SOLE 0 0 70163 AMERICAN CENTY ETF TR US SML CP VALU 025072877 5545 69544 SH SOLE 0 0 69544 AMERICAN CENTY ETF TR US EQT ETF 025072885 122083 1522985 SH SOLE 0 0 1522985 APARTMENT INVT & MGMT CO CL A 03748R747 3000 388641 SH SOLE 0 0 388641 APPLE INC COM 037833100 441 2483 SH SOLE 0 0 2483 AVALONBAY CMNTYS INC COM 053484101 3185 12611 SH SOLE 0 0 12611 BK OF AMERICA CORP COM 060505104 709 15925 SH SOLE 0 0 15925 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 587 3210 SH SOLE 0 0 3210 CLOROX CO DEL COM 189054109 328 1880 SH SOLE 0 0 1880 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 6035 116729 SH SOLE 0 0 116729 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1218 20306 SH SOLE 0 0 20306 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1447 30453 SH SOLE 0 0 30453 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 8366 288774 SH SOLE 0 0 288774 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 582 22300 SH SOLE 0 0 22300 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 988 120000 SH SOLE 0 0 120000 EQUITY RESIDENTIAL SH BEN INT 29476L107 3183 35168 SH SOLE 0 0 35168 ESSEX PPTY TR INC COM 297178105 3103 8810 SH SOLE 0 0 8810 FACTSET RESH SYS INC COM 303075105 543 1118 SH SOLE 0 0 1118 GEE GROUP INC COM 36165A102 71 124100 SH SOLE 0 0 124100 INNOVATOR ETFS TR S&P INVT GRD PFD 45783Y822 3933 164279 SH SOLE 0 0 164279 INVESCO QQQ TR UNIT SER 1 46090E103 353 888 SH SOLE 0 0 888 ISHARES TR MSCI EMG MKT ETF 464287234 210 4300 SH SOLE 0 0 4300 ISHARES TR MSCI EAFE ETF 464287465 268 3400 SH SOLE 0 0 3400 ISHARES SILVER TR ISHARES 46428Q109 699 32500 SH SOLE 0 0 32500 JPMORGAN CHASE & CO COM 46625H100 332 2098 SH SOLE 0 0 2098 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 418 11522 SH SOLE 0 0 11522 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 5836 113919 SH SOLE 0 0 113919 SPDR S&P 500 ETF TR TR UNIT 78462F103 899 1893 SH SOLE 0 0 1893 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 218 422 SH SOLE 0 0 422 SPDR SER TR BLOOMBERG INVT 78468R200 4080 133388 SH SOLE 0 0 133388 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 2120 65200 SH SOLE 0 0 65200 SCHWAB STRATEGIC TR US REIT ETF 808524847 736 13968 SH SOLE 0 0 13968 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 9058 178122 SH SOLE 0 0 178122 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1374 21851 SH SOLE 0 0 21851 SEA LTD SPONSORD ADS 81141R100 235 1050 SH SOLE 0 0 1050 SOUTHERN CO COM 842587107 230 3353 SH SOLE 0 0 3353 TEMPLETON DRAGON FD INC COM 88018T101 2423 142500 SH SOLE 0 0 142500 V F CORP COM 918204108 412 5623 SH SOLE 0 0 5623 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 291 1695 SH SOLE 0 0 1695 VANGUARD STAR FDS VG TL INTL STK F 921909768 919 14459 SH SOLE 0 0 14459 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 13162 86930 SH SOLE 0 0 86930 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11216 138762 SH SOLE 0 0 138762 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 15428 182046 SH SOLE 0 0 182046 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 30903 605229 SH SOLE 0 0 605229 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 241 4830 SH SOLE 0 0 4830 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1115 20215 SH SOLE 0 0 20215 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2815 52170 SH SOLE 0 0 52170 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5030 101705 SH SOLE 0 0 101705 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 10489 116792 SH SOLE 0 0 116792 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1624 30735 SH SOLE 0 0 30735 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4509 48606 SH SOLE 0 0 48606 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6851 124772 SH SOLE 0 0 124772 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 67146 153803 SH SOLE 0 0 153803 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2013 17351 SH SOLE 0 0 17351 VANGUARD INDEX FDS SMALL CP ETF 922908751 1204 5326 SH SOLE 0 0 5326 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1520 6295 SH SOLE 0 0 6295 CHUBB LIMITED COM H1467J104 418 2160 SH SOLE 0 0 2160