0001725547-22-000113.txt : 20220725 0001725547-22-000113.hdr.sgml : 20220725 20220725155227 ACCESSION NUMBER: 0001725547-22-000113 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220725 DATE AS OF CHANGE: 20220725 EFFECTIVENESS DATE: 20220725 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: 221103276 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 06-30-2022 06-30-2022 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 07-25-2022 0 56 204621 false INFORMATION TABLE 2 Form13fInfoTable.xml ABBVIE INC COM 00287Y109 214 1396 SH SOLE 0 0 1396 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 8646 166172 SH SOLE 0 0 166172 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 480 10267 SH SOLE 0 0 10267 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 25765 505594 SH SOLE 0 0 505594 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 582 11037 SH SOLE 0 0 11037 AMERICAN CENTY ETF TR US SML CP VALU 025072877 599 8756 SH SOLE 0 0 8756 AMERICAN CENTY ETF TR US EQT ETF 025072885 57016 876635 SH SOLE 0 0 876635 ANALOG DEVICES INC COM 032654105 234 1600 SH SOLE 0 0 1600 APPLE INC COM 037833100 1001 7323 SH SOLE 0 0 7323 BK OF AMERICA CORP COM 060505104 523 16796 SH SOLE 0 0 16796 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 458 3210 SH SOLE 0 0 3210 CLOROX CO DEL COM 189054109 265 1880 SH SOLE 0 0 1880 COCA COLA CO COM 191216100 419 6666 SH SOLE 0 0 6666 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 430 17816 SH SOLE 0 0 17816 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3538 86828 SH SOLE 0 0 86828 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 924 19251 SH SOLE 0 0 19251 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1552 38583 SH SOLE 0 0 38583 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7352 315537 SH SOLE 0 0 315537 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1048 21793 SH SOLE 0 0 21793 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 514 23980 SH SOLE 0 0 23980 FACTSET RESH SYS INC COM 303075105 430 1118 SH SOLE 0 0 1118 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 729 52000 SH SOLE 0 0 52000 INNOVATOR ETFS TR S&P INVT GRD PFD 45783Y822 1675 85750 SH SOLE 0 0 85750 INVESCO QQQ TR UNIT SER 1 46090E103 1181 4213 SH SOLE 0 0 4213 ISHARES TR PFD AND INCM SEC 464288687 229 6964 SH SOLE 0 0 6964 JPMORGAN CHASE & CO COM 46625H100 241 2143 SH SOLE 0 0 2143 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 9277 183167 SH SOLE 0 0 183167 JOHNSON & JOHNSON COM 478160104 605 3406 SH SOLE 0 0 3406 LILLY ELI & CO COM 532457108 227 699 SH SOLE 0 0 699 MICROSOFT CORP COM 594918104 820 3191 SH SOLE 0 0 3191 PEPSICO INC COM 713448108 453 2719 SH SOLE 0 0 2719 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 6463 130225 SH SOLE 0 0 130225 SPDR S&P 500 ETF TR TR UNIT 78462F103 640 1697 SH SOLE 0 0 1697 SPDR SER TR BLOOMBERG INVT 78468R200 10798 358633 SH SOLE 0 0 358633 SCHWAB STRATEGIC TR US REIT ETF 808524847 456 21620 SH SOLE 0 0 21620 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1185 24084 SH SOLE 0 0 24084 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1116 19995 SH SOLE 0 0 19995 V F CORP COM 918204108 315 7135 SH SOLE 0 0 7135 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 359 2499 SH SOLE 0 0 2499 VANGUARD STAR FDS VG TL INTL STK F 921909768 709 13742 SH SOLE 0 0 13742 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 865 3976 SH SOLE 0 0 3976 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 876 6591 SH SOLE 0 0 6591 VANGUARD BD INDEX FDS INTERMED TERM 921937819 345 4447 SH SOLE 0 0 4447 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 14691 191319 SH SOLE 0 0 191319 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 7065 93869 SH SOLE 0 0 93869 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 2375 58205 SH SOLE 0 0 58205 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 12814 260437 SH SOLE 0 0 260437 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 572 11538 SH SOLE 0 0 11538 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1898 32238 SH SOLE 0 0 32238 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 452 6608 SH SOLE 0 0 6608 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3588 71867 SH SOLE 0 0 71867 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5107 14723 SH SOLE 0 0 14723 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2091 22947 SH SOLE 0 0 22947 VANGUARD INDEX FDS SMALL CP ETF 922908751 705 4005 SH SOLE 0 0 4005 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1119 5932 SH SOLE 0 0 5932 CHUBB LIMITED COM H1467J104 590 2999 SH SOLE 0 0 2999