The Analysis of WEBSTERROGERS FINANCIAL ADVISORS, LLC's Holdings
Currently, WEBSTERROGERS FINANCIAL ADVISORS, LLC holds 94 types of securities in its portfolio with a total value $344.4M. In the most recent quarter, they have increased their positions in VTEB (+21.4K shares, valued at $1.1M), SMMU (+19.4K shares, valued at $976.8K), VGSH (+11.5K shares, valued at $673.2K); decreased their positions in AVEM (-5.0K shares, valued at $385.4K), AVUS (-3.4K shares, valued at $384.9K), AVSC (-5.6K shares, valued at $328.5K); initiated new positions in N/A (+4.0K shares, valued at $467.6K), BNDX (+5.6K shares, valued at $272.6K), PNOV (+5.9K shares, valued at $244.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS61.8K shares-0.48%2025-12-312026-01-08
AVUS AMERICAN CENTY ETF TR254.7K shares-1.33%2025-12-312026-01-08 DIHP DIMENSIONAL ETF TRUST538.3K shares-1.09%2025-12-312026-01-08 AVDE AMERICAN CENTY ETF TR200.1K shares-1.38%2025-12-312026-01-08 DUHP DIMENSIONAL ETF TRUST408.2K shares0.59%2025-12-312026-01-08 AVEM AMERICAN CENTY ETF TR197.9K shares-2.47%2025-12-312026-01-08 AVIV AMERICAN CENTY ETF TR202.6K shares-1.14%2025-12-312026-01-08 VMBS VANGUARD SCOTTSDALE FDS288.7K shares3.66%2025-12-312026-01-08 AVLV AMERICAN CENTY ETF TR179.4K shares-2.20%2025-12-312026-01-08 VGSH VANGUARD SCOTTSDALE FDS228.1K shares5.29%2025-12-312026-01-08 VIG VANGUARD SPECIALIZED FUNDS59.5K shares2.59%2025-12-312026-01-08 DFAC DIMENSIONAL ETF TRUST240.9K shares-0.89%2025-12-312026-01-08 VGIT VANGUARD SCOTTSDALE FDS157.6K shares5.00%2025-12-312026-01-08 VTEB VANGUARD MUN BD FDS174.2K shares14.01%2025-12-312026-01-08 DFIS DIMENSIONAL ETF TRUST252.1K shares-0.81%2025-12-312026-01-08 VGLT VANGUARD SCOTTSDALE FDS143.9K shares3.37%2025-12-312026-01-08 SMMU PIMCO ETF TR152.3K shares14.57%2025-12-312026-01-08 VCLT VANGUARD SCOTTSDALE FDS98.6K shares8.23%2025-12-312026-01-08 VCIT VANGUARD SCOTTSDALE FDS81.3K shares4.66%2025-12-312026-01-08 JMST J P MORGAN EXCHANGE TRADED F124.6K shares3.94%2025-12-312026-01-08 AVSC AMERICAN CENTY ETF TR94.8K shares-5.57%2025-12-312026-01-08 VUSB VANGUARD BD INDEX FDS85.9K shares2.85%2025-12-312026-01-08 VCSH VANGUARD SCOTTSDALE FDS53.2K shares5.64%2025-12-312026-01-08 DFUS DIMENSIONAL ETF TRUST53.7K shares-2.71%2025-12-312026-01-08 VNQ VANGUARD INDEX FDS35.9K shares1.53%2025-12-312026-01-08 BSV VANGUARD BD INDEX FDS39.5K shares-0.50%2025-12-312026-01-08 FLRN SPDR SERIES TRUST92.2K shares5.64%2025-12-312026-01-08 JEPI J P MORGAN EXCHANGE TRADED F44.6K shares-0.33%2025-12-312026-01-08 BND VANGUARD BD INDEX FDS25.9K shares46.82%2025-12-312026-01-08 DFUV DIMENSIONAL ETF TRUST39.0K shares-2.26%2025-12-312026-01-08 VOOG VANGUARD ADMIRAL FDS INC4.0K shares0.02%2025-12-312026-01-08 BLV VANGUARD BD INDEX FDS22.5K shares-3.27%2025-12-312026-01-08 DFNM DIMENSIONAL ETF TRUST31.7K shares-3.46%2025-12-312026-01-08 AAPL APPLE INC5.4K shares-9.82%2025-12-312026-01-08 VNQI VANGUARD INTL EQUITY INDEX F31.6K shares2.54%2025-12-312026-01-08 DFAT DIMENSIONAL ETF TRUST23.4K shares-1.73%2025-12-312026-01-08 SCHP SCHWAB STRATEGIC TR45.7K shares4.45%2025-12-312026-01-08 MSFT MICROSOFT CORP2.3K shares0.18%2025-12-312026-01-08 VTI VANGUARD INDEX FDS2.8K shares47.45%2025-12-312026-01-08 AON PLC AON PLC2.6K shares0.00%2025-12-312026-01-08 AVDV AMERICAN CENTY ETF TR9.2K shares0.00%2025-12-312026-01-08 DFAS DIMENSIONAL ETF TRUST12.0K shares-8.30%2025-12-312026-01-08 VCRM VANGUARD MUN BD FDS10.6K shares134.46%2025-12-312026-01-08 BIV VANGUARD BD INDEX FDS10.2K shares-0.02%2025-12-312026-01-08 VB VANGUARD INDEX FDS2.6K shares-1.51%2025-12-312026-01-08 PDT HANCOCK JOHN PREM DIVID FD52.0K shares0.00%2025-12-312026-01-08 VXUS VANGUARD STAR FDS7.4K shares40.84%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON2.6K shares-0.78%2025-12-312026-01-08 WMT WALMART INC4.4K shares0.00%2025-12-312026-01-08 DFAX DIMENSIONAL ETF TRUST15.0K shares-1.20%2025-12-312026-01-08 MFC MANULIFE FINL CORP12.0K shares0.00%2025-12-312026-01-08 BAC BANK AMERICA CORP7.8K shares0.00%2025-12-312026-01-08 CAT CATERPILLAR INC730 shares0.00%2025-12-312026-01-08 TLT ISHARES TR4.8K shares0.00%2025-12-312026-01-08 NVDA NVIDIA CORPORATION2.2K shares2.79%2025-12-312026-01-08 LOW LOWES COS INC1.6K shares-2.72%2025-12-312026-01-08 PEP PEPSICO INC2.6K shares-1.09%2025-12-312026-01-08 JPM JPMORGAN CHASE & CO.1.1K shares0.00%2025-12-312026-01-08 DFAE DIMENSIONAL ETF TRUST11.2K shares-4.69%2025-12-312026-01-08 AVMU AMERICAN CENTY ETF TR7.8K shares0.00%2025-12-312026-01-08 MCD MCDONALDS CORP1.1K shares-1.00%2025-12-312026-01-08 AVSF AMERICAN CENTY ETF TR7.1K shares0.00%2025-12-312026-01-08 CSCO CISCO SYS INC4.2K shares0.81%2025-12-312026-01-08 ABBV ABBVIE INC1.3K shares0.00%2025-12-312026-01-08 LLY ELI LILLY & CO283 shares0.00%2025-12-312026-01-08 ADP AUTOMATIC DATA PROCESSING IN1.1K shares-1.79%2025-12-312026-01-08 IAPR INNOVATOR ETFS TRUST9.1K shares0.00%2025-12-312026-01-08 SCHH SCHWAB STRATEGIC TR13.4K shares-8.05%2025-12-312026-01-08 ADI ANALOG DEVICES INC1.0K shares0.00%2025-12-312026-01-08 BNDX VANGUARD CHARLOTTE FDS5.6K sharesnew addition2025-12-312026-01-08 ABT ABBOTT LABS2.1K shares-6.56%2025-12-312026-01-08 CVX CHEVRON CORP NEW1.6K shares-1.39%2025-12-312026-01-08 PNOV INNOVATOR ETFS TRUST5.9K sharesnew addition2025-12-312026-01-08 PAPR INNOVATOR ETFS TRUST6.2K shares0.00%2025-12-312026-01-08 VFH VANGUARD WORLD FD1.8K shares0.00%2025-12-312026-01-08 AFL AFLAC INC2.1K shares0.00%2025-12-312026-01-08 ALPHABET INC ALPHABET INC742 sharesnew addition2025-12-312026-01-08 UAPR INNOVATOR ETFS TRUST7.0K shares0.00%2025-12-312026-01-08 XOM EXXON MOBIL CORP1.9K shares1.38%2025-12-312026-01-08 DFIV DIMENSIONAL ETF TRUST4.4K shares0.05%2025-12-312026-01-08 WM WASTE MGMT INC DEL1.0K shares0.00%2025-12-312026-01-08 DFEM DIMENSIONAL ETF TRUST6.6K shares0.00%2025-12-312026-01-08 PSX PHILLIPS 661.7K shares0.00%2025-12-312026-01-08 KLAC KLA CORP175 sharesnew addition2025-12-312026-01-08 PFF ISHARES TR6.8K shares-13.08%2025-12-312026-01-08 ITW ILLINOIS TOOL WKS INC840 shares-2.67%2025-12-312026-01-08 PG PROCTER AND GAMBLE CO1.4K shares-1.65%2025-12-312026-01-08 IVV ISHARES TR296 shares-5.43%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available