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 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