0001725547-22-000056.txt : 20220414 0001725547-22-000056.hdr.sgml : 20220414 20220414142555 ACCESSION NUMBER: 0001725547-22-000056 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220414 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: 22826844 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 03-31-2022 03-31-2022 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 04-14-2022 0 65 195473 false INFORMATION TABLE 2 Form13fInfoTable.xml ABBVIE INC COM 00287Y109 227 1395 SH SOLE 0 0 1395 AMAZON COM INC COM 023135106 281 86 SH SOLE 0 0 86 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 7385 122386 SH SOLE 0 0 122386 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 2688 56673 SH SOLE 0 0 56673 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 21566 354359 SH SOLE 0 0 354359 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 697 11037 SH SOLE 0 0 11037 AMERICAN CENTY ETF TR US SML CP VALU 025072877 703 8756 SH SOLE 0 0 8756 AMERICAN CENTY ETF TR US EQT ETF 025072885 56007 725099 SH SOLE 0 0 725099 ANALOG DEVICES INC COM 032654105 281 1699 SH SOLE 0 0 1699 APPLE INC COM 037833100 1835 10528 SH SOLE 0 0 10528 BK OF AMERICA CORP COM 060505104 711 17389 SH SOLE 0 0 17389 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 518 3312 SH SOLE 0 0 3312 CLOROX CO DEL COM 189054109 273 1910 SH SOLE 0 0 1910 COCA COLA CO COM 191216100 482 7664 SH SOLE 0 0 7664 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 376 11908 SH SOLE 0 0 11908 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 223 7860 SH SOLE 0 0 7860 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3555 72366 SH SOLE 0 0 72366 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1247 22113 SH SOLE 0 0 22113 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1851 39635 SH SOLE 0 0 39635 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 8735 315902 SH SOLE 0 0 315902 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 209 6163 SH SOLE 0 0 6163 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 5080 104963 SH SOLE 0 0 104963 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 596 23673 SH SOLE 0 0 23673 DOMINION ENERGY INC COM 25746U109 227 2628 SH SOLE 0 0 2628 FACTSET RESH SYS INC COM 303075105 495 1154 SH SOLE 0 0 1154 INNOVATOR ETFS TR S&P INVT GRD PFD 45783Y822 1748 80368 SH SOLE 0 0 80368 INVESCO QQQ TR UNIT SER 1 46090E103 1554 4294 SH SOLE 0 0 4294 ISHARES TR RUS MD CP GR ETF 464287481 248 2450 SH SOLE 0 0 2450 ISHARES TR PFD AND INCM SEC 464288687 647 17884 SH SOLE 0 0 17884 JPMORGAN CHASE & CO COM 46625H100 297 2196 SH SOLE 0 0 2196 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 3897 76978 SH SOLE 0 0 76978 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 398 11522 SH SOLE 0 0 11522 JOHNSON & JOHNSON COM 478160104 621 3487 SH SOLE 0 0 3487 LILLY ELI & CO COM 532457108 205 699 SH SOLE 0 0 699 LOWES COS INC COM 548661107 229 1129 SH SOLE 0 0 1129 MICROSOFT CORP COM 594918104 1011 3267 SH SOLE 0 0 3267 PEPSICO INC COM 713448108 614 3617 SH SOLE 0 0 3617 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 3117 62521 SH SOLE 0 0 62521 SPDR S&P 500 ETF TR TR UNIT 78462F103 809 1786 SH SOLE 0 0 1786 SPDR SER TR BLOOMBERG INVT 78468R200 4937 161865 SH SOLE 0 0 161865 SCHWAB STRATEGIC TR US REIT ETF 808524847 802 31551 SH SOLE 0 0 31551 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1769 35803 SH SOLE 0 0 35803 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1703 28308 SH SOLE 0 0 28308 SOUTHERN CO COM 842587107 248 3353 SH SOLE 0 0 3353 V F CORP COM 918204108 413 7306 SH SOLE 0 0 7306 VANECK ETF TRUST INVESTMENT GRD 92189F486 738 29367 SH SOLE 0 0 29367 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 425 2613 SH SOLE 0 0 2613 VANGUARD STAR FDS VG TL INTL STK F 921909768 836 13851 SH SOLE 0 0 13851 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1097 3976 SH SOLE 0 0 3976 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 1038 6859 SH SOLE 0 0 6859 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3301 40586 SH SOLE 0 0 40586 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 10737 138309 SH SOLE 0 0 138309 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 11530 145631 SH SOLE 0 0 145631 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4223 87153 SH SOLE 0 0 87153 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 546 11055 SH SOLE 0 0 11055 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 749 14313 SH SOLE 0 0 14313 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 753 16024 SH SOLE 0 0 16024 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 2603 12722 SH SOLE 0 0 12722 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 553 6608 SH SOLE 0 0 6608 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2899 56303 SH SOLE 0 0 56303 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7167 17215 SH SOLE 0 0 17215 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1579 14296 SH SOLE 0 0 14296 VANGUARD INDEX FDS SMALL CP ETF 922908751 1091 5088 SH SOLE 0 0 5088 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1430 6255 SH SOLE 0 0 6255 CHUBB LIMITED COM H1467J104 663 3062 SH SOLE 0 0 3062