WF

WEBSTERROGERS FINANCIAL ADVISORS, LLC

13F
WEBSTERROGERS FINANCIAL ADVISORS, LLC
Last update 2025-01-14 81 Stocks (14 new)
Value $288.00 Mil Turnover 4 %
Countries:
Top Holdings: AVUS(9.13%)VUG(9.13%)AVLV(6.98%)DIHP(4.77%)DUHP(4.65%)
Portfolio Report
Summary Stock Picks Current Portfolio
WEBSTERROGERS FINANCIAL ADVISO... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUS 		Avantis U.S. Equity ETF
271,214
26288.780
-0.29%
9.130
-0.03%
0.340
+0.41%
+0.21%
7845.469
 
VUG 		Vanguard Growth ETF
64,041
26285.370
-0.40%
9.130
-0.03%
0.020
+2.97%
-1.75%
140801.743
 
AVLV 		Avantis U.S. Large Cap Value ETF
300,822
20085.910
+0.39%
6.980
+0.03%
0.390
+1.13%
+1.38%
5216.663
 
DIHP 		Dimensional International High Profitability ETF
544,770
13744.560
+0.66%
4.770
+0.03%
0.460
-7.77%
-0.30%
3000.000
 
DUHP 		Dimensional US High Profitability ETF
396,566
13399.990
-1.14%
4.650
-0.05%
0.190
-3.22%
-0.38%
7220.919
 
AVDE 		Avantis International Equity ETF
212,958
13069.270
+7.63%
4.540
+0.32%
0.250
-6.64%
-0.70%
5284.976
 
AVEM 		Avantis Emerging Markets Equity ETF
218,552
12848.730
+1.04%
4.460
+0.05%
0.180
-9.18%
-2.05%
7006.463
 
VGSH 		Vanguard Short-Term Government Bond ETF
207,067
12047.170
+1.57%
4.180
+0.06%
0.060
+0.30%
-0.13%
19365.880
 
AVIV 		Avantis International Large Cap Value ETF
199,343
10345.930
+0.28%
3.590
+0.01%
2.140
-5.67%
-0.50%
482.129
 
VOO 		Vanguard S&P 500 ETF
17,799
9590.710
+1.87%
3.330
+0.06%
0.000
-0.15%
-0.79%
539919.464
 

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Historical Top Holdings Breakdowns

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV 		Vanguard Short-Term Bond ETF2024-03-31Reduce
-5.15%
●
76.34 ($76.71) 77.25
$76.97
0.34%
Reduce -73.4%
58,048
-160,175
BIV 		Vanguard Intermediate-Term Bond ETF2023-12-31Reduce
-5.10%
●
70.49 ($73.24) 76.74
$73.79
0.75%
Reduce -54.79%
132,430
-160,463
AVLV 		Avantis U.S. Large Cap Value ETF2023-06-30Add
+4.51%
●
48.99 ($50.86) 53.35
$67.74
33.19%
Add 134.36%
627,102
359,517
BSV 		Vanguard Short-Term Bond ETF2023-03-31Reduce
-4.35%
●
74.54 ($75.52) 76.62
$76.97
1.92%
Reduce -45.55%
142,847
-119,496
BLV 		Vanguard Long-Term Bond ETF2024-03-31Reduce
-3.97%
●
70.55 ($72.15) 74.4
$66.92
-7.25%
Reduce -81.12%
29,708
-127,636
VUG 		Vanguard Growth ETF2024-03-31Add
+3.91%
●
301.05 ($329.94) 346.61
$403.87
22.41%
Add 103.28%
62,870
31,942
AVLV 		Avantis U.S. Large Cap Value ETF2023-09-30Reduce
-3.86%
●
52.22 ($54.19) 56.04
$67.74
25.00%
Reduce -49.11%
319,141
-307,961
BIV 		Vanguard Intermediate-Term Bond ETF2024-03-31Reduce
-3.46%
●
74.51 ($75.37) 76.61
$73.79
-2.09%
Reduce -82.02%
23,808
-108,622
VGSH 		Vanguard Short-Term Government Bond ETF2024-03-31Add
+3.42%
●
57.88 ($58.15) 58.54
$58.10
-0.09%
Add 514.55%
198,118
165,880
BIV 		Vanguard Intermediate-Term Bond ETF2023-09-30Add
+3.04%
●
72.11 ($73.97) 75.67
$73.79
-0.24%
Add 48.53%
292,893
95,705

WEBSTERROGERS FINANCIAL ADVISORS, LLC Total Holding History ($B)

To

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Asset Allocation

To

WEBSTERROGERS FINANCIAL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Hypothetical Growth since 2024-12-31

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Holdings Heat Map

Size field:

WEBSTERROGERS FINANCIAL ADVISORS, LLC's Holdings Bubble Chart

WEBSTERROGERS FINANCIAL ADVISORS, LLC News

  • 1

Discussions on WEBSTERROGERS FINANCIAL ADVISORS, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.