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
Chief Compliance Officer/Chief Operating Officer
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