$217 Million is the total value of WEBSTERROGERS FINANCIAL ADVISORS, LLC's 60 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-03
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 15 | Q2 2024 | 29.0% |
| AMERICAN CENTY ETF TR | 15 | Q2 2024 | 12.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 17.7% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 10.8% |
| AMERICAN CENTY ETF TR | 15 | Q2 2024 | 4.8% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 8.3% |
| PIMCO ETF TR | 15 | Q2 2024 | 3.4% |
| SPDR SER TR | 15 | Q2 2024 | 5.3% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 5.9% |
| VANGUARD MUN BD FDS | 15 | Q2 2024 | 2.2% |
View WEBSTERROGERS FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-25 |
View WEBSTERROGERS FINANCIAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.