0001725547-23-000093.txt : 20230503
0001725547-23-000093.hdr.sgml : 20230503
20230503112845
ACCESSION NUMBER: 0001725547-23-000093
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230503
DATE AS OF CHANGE: 20230503
EFFECTIVENESS DATE: 20230503
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: 23882421
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
X0202
13F-HR
LIVE
false
false
0001841757
XXXXXXXX
03-31-2023
03-31-2023
false
WEBSTERROGERS FINANCIAL ADVISORS, LLC
1411 SECOND LOOP ROAD
FLORENCE
SC
29505-2801
13F HOLDINGS REPORT
028-20696
000121006
801-61500
N
Dana M. Jones
Chief Compliance Officer/Chief Operating Officer
843-656-1144
Dana M. Jones
Florence
SC
05-03-2023
0
60
217400434
false
INFORMATION TABLE
2
Form13fInfoTable.xml
AMERICAN CENTY ETF TR
AVANTIS US SMALL
025072323
4836444
109659
SH
SOLE
0
0
109659
AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
13676249
267585
SH
SOLE
0
0
267585
AMERICAN CENTY ETF TR
INTERNATIONAL LR
025072364
5975512
123999
SH
SOLE
0
0
123999
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
9881413
186830
SH
SOLE
0
0
186830
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
14336163
251379
SH
SOLE
0
0
251379
AMERICAN CENTY ETF TR
INTL SMCP VLU
025072802
538016
9200
SH
SOLE
0
0
9200
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
236992
3200
SH
SOLE
0
0
3200
AMERICAN CENTY ETF TR
US EQT ETF
025072885
28070874
396034
SH
SOLE
0
0
396034
ANALOG DEVICES INC
COM
032654105
315552
1600
SH
SOLE
0
0
1600
APPLE INC
COM
037833100
954313
5787
SH
SOLE
0
0
5787
BANK AMERICA CORP
COM
060505104
477404
16692
SH
SOLE
0
0
16692
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
470490
3210
SH
SOLE
0
0
3210
CLOROX CO DEL
COM
189054109
206028
1302
SH
SOLE
0
0
1302
COCA COLA CO
COM
191216100
408191
6581
SH
SOLE
0
0
6581
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
280134
12169
SH
SOLE
0
0
12169
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
3103387
69849
SH
SOLE
0
0
69849
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
1023440
19420
SH
SOLE
0
0
19420
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
1598404
35919
SH
SOLE
0
0
35919
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
7875663
309092
SH
SOLE
0
0
309092
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
2041278
60970
SH
SOLE
0
0
60970
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
25434V765
8045943
332752
SH
SOLE
0
0
332752
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
25434V773
4034654
175496
SH
SOLE
0
0
175496
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
8995947
357834
SH
SOLE
0
0
357834
DIMENSIONAL ETF TRUST
NATL MUN BD ETF
25434V849
1044474
21618
SH
SOLE
0
0
21618
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
515134
22339
SH
SOLE
0
0
22339
FACTSET RESH SYS INC
COM
303075105
464071
1118
SH
SOLE
0
0
1118
INNOVATOR ETFS TR
S&P INVT GRD PFD
45783Y822
1510388
81335
SH
SOLE
0
0
81335
INVESCO QQQ TR
UNIT SER 1
46090E103
1261165
3930
SH
SOLE
0
0
3930
ISHARES TR
RUS MD CP GR ETF
464287481
223073
2450
SH
SOLE
0
0
2450
JPMORGAN CHASE & CO
COM
46625H100
295104
2265
SH
SOLE
0
0
2265
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
7665785
150931
SH
SOLE
0
0
150931
JOHNSON & JOHNSON
COM
478160104
446245
2879
SH
SOLE
0
0
2879
LILLY ELI & CO
COM
532457108
212577
619
SH
SOLE
0
0
619
MICROSOFT CORP
COM
594918104
825981
2865
SH
SOLE
0
0
2865
PEPSICO INC
COM
713448108
555286
3046
SH
SOLE
0
0
3046
PHILLIPS 66
COM
718546104
208133
2053
SH
SOLE
0
0
2053
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
6264687
125847
SH
SOLE
0
0
125847
SPDR S&P 500 ETF TR
TR UNIT
78462F103
865153
2113
SH
SOLE
0
0
2113
SPDR SER TR
BLOOMBERG INVT
78468R200
4888397
160644
SH
SOLE
0
0
160644
SCHWAB STRATEGIC TR
US REIT ETF
808524847
277667
14239
SH
SOLE
0
0
14239
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
1042514
19446
SH
SOLE
0
0
19446
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
425838
2765
SH
SOLE
0
0
2765
VANGUARD STAR FDS
VG TL INTL STK F
921909768
554943
10051
SH
SOLE
0
0
10051
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
916499
3976
SH
SOLE
0
0
3976
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
224011
1527
SH
SOLE
0
0
1527
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
5982257
78057
SH
SOLE
0
0
78057
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
14417529
187875
SH
SOLE
0
0
187875
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
10926352
142847
SH
SOLE
0
0
142847
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
928687
12579
SH
SOLE
0
0
12579
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
1151783
25499
SH
SOLE
0
0
25499
VANGUARD BD INDEX FDS
VANGUARD ULTRA
92203C303
13600159
276201
SH
SOLE
0
0
276201
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1451963
31191
SH
SOLE
0
0
31191
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
4818668
95118
SH
SOLE
0
0
95118
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2135695
5679
SH
SOLE
0
0
5679
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
2052915
24722
SH
SOLE
0
0
24722
VANGUARD INDEX FDS
MID CAP ETF
922908629
3834492
18180
SH
SOLE
0
0
18180
VANGUARD INDEX FDS
GROWTH ETF
922908736
5827812
23364
SH
SOLE
0
0
23364
VANGUARD INDEX FDS
SMALL CP ETF
922908751
624490
3294
SH
SOLE
0
0
3294
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
995670
4878
SH
SOLE
0
0
4878
CHUBB LIMITED
COM
H1467J104
582346
2999
SH
SOLE
0
0
2999