$227 Million is the total value of WEBSTERROGERS FINANCIAL ADVISORS, LLC's 63 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,302 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 12 | Q3 2023 | 29.0% |
| AMERICAN CENTY ETF TR | 12 | Q3 2023 | 12.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 17.7% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 10.8% |
| AMERICAN CENTY ETF TR | 12 | Q3 2023 | 4.8% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 8.3% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 5.9% |
| SPDR SER TR | 12 | Q3 2023 | 5.3% |
| PIMCO ETF TR | 12 | Q3 2023 | 3.4% |
| VANGUARD MUN BD FDS | 12 | Q3 2023 | 2.2% |
View WEBSTERROGERS FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-24 |
| 13F-HR | 2021-10-12 |
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.