0001725547-21-000086.txt : 20211012 0001725547-21-000086.hdr.sgml : 20211012 20211012101006 ACCESSION NUMBER: 0001725547-21-000086 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211012 DATE AS OF CHANGE: 20211012 EFFECTIVENESS DATE: 20211012 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: 211317435 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 13F-HR LIVE false false 0001841757 XXXXXXXX 09-30-2021 09-30-2021 false WEBSTERROGERS FINANCIAL ADVISORS, LLC

1411 SECOND LOOP ROAD FLORENCE SC 29505-2801

13F HOLDINGS REPORT 028-20696 N Dana M. Jones 843-656-1144 Dana M. Jones Florence SC 10-12-2021 0 60 431244 false INFORMATION TABLE 2 Form13fInfoTable.xml ARK ETF TR FINTECH INNOVA 00214Q708 2672 54133 SH SOLE 0 0 54133 ABERDEEN STD PLATINUM ETF TR PHYSCL PLATM SHS 003260106 1563 17330 SH SOLE 0 0 17330 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 488 28940 SH SOLE 0 0 28940 ABERDEEN STD GLOBAL INFRASTR COM SHS BEN INT 00326W106 277 13913 SH SOLE 0 0 13913 AMAZON COM INC COM 023135106 243 74 SH SOLE 0 0 74 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 17000 263533 SH SOLE 0 0 263533 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 43465 695549 SH SOLE 0 0 695549 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 4652 72000 SH SOLE 0 0 72000 AMERICAN CENTY ETF TR US SML CP VALU 025072877 5557 73500 SH SOLE 0 0 73500 AMERICAN CENTY ETF TR US EQT ETF 025072885 116636 1582582 SH SOLE 0 0 1582582 APPLE INC COM 037833100 449 3170 SH SOLE 0 0 3170 BK OF AMERICA CORP COM 060505104 628 14788 SH SOLE 0 0 14788 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 6262 132772 SH SOLE 0 0 132772 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1353 23538 SH SOLE 0 0 23538 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1789 40303 SH SOLE 0 0 40303 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 8594 323432 SH SOLE 0 0 323432 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 215 6571 SH SOLE 0 0 6571 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 638 24637 SH SOLE 0 0 24637 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1150 120035 SH SOLE 0 0 120035 GEE GROUP INC COM 36165A102 58 124100 SH SOLE 0 0 124100 INNOVATOR ETFS TR II S&P INVSTMNT GRD 45783G201 3404 141350 SH SOLE 0 0 141350 INVESCO QQQ TR UNIT SER 1 46090E103 318 887 SH SOLE 0 0 887 ISHARES TR MSCI EMG MKT ETF 464287234 233 4627 SH SOLE 0 0 4627 ISHARES TR MSCI EAFE ETF 464287465 265 3400 SH SOLE 0 0 3400 ISHARES SILVER TR ISHARES 46428Q109 667 32500 SH SOLE 0 0 32500 JPMORGAN CHASE & CO COM 46625H100 389 2377 SH SOLE 0 0 2377 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 440 12740 SH SOLE 0 0 12740 JOHNSON & JOHNSON COM 478160104 233 1444 SH SOLE 0 0 1444 MICROSOFT CORP COM 594918104 285 1012 SH SOLE 0 0 1012 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 270 2653 SH SOLE 0 0 2653 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 5296 103236 SH SOLE 0 0 103236 SPDR S&P 500 ETF TR TR UNIT 78462F103 4291 10000 SH Put SOLE 0 0 10000 SPDR S&P 500 ETF TR TR UNIT 78462F103 815 1900 SH SOLE 0 0 1900 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 232 482 SH SOLE 0 0 482 SPDR SER TR BLOMBERG BRC INV 78468R200 3724 121471 SH SOLE 0 0 121471 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1819 55400 SH SOLE 0 0 55400 SCHWAB STRATEGIC TR US REIT ETF 808524847 858 18792 SH SOLE 0 0 18792 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 13860 270754 SH SOLE 0 0 270754 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1312 20959 SH SOLE 0 0 20959 SEA LTD SPONSORD ADS 81141R100 319 1000 SH SOLE 0 0 1000 SOUTHERN CO COM 842587107 208 3353 SH SOLE 0 0 3353 TEMPLETON DRAGON FD INC COM 88018T101 2561 142500 SH SOLE 0 0 142500 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 295 1921 SH SOLE 0 0 1921 VANGUARD STAR FDS VG TL INTL STK F 921909768 874 13822 SH SOLE 0 0 13822 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 12938 91991 SH SOLE 0 0 91991 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 9001 109843 SH SOLE 0 0 109843 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 14885 174193 SH SOLE 0 0 174193 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 32174 637232 SH SOLE 0 0 637232 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 262 5228 SH SOLE 0 0 5228 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1101 19334 SH SOLE 0 0 19334 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3092 54907 SH SOLE 0 0 54907 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5269 105365 SH SOLE 0 0 105365 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 10813 122300 SH SOLE 0 0 122300 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1638 30735 SH SOLE 0 0 30735 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4611 48836 SH SOLE 0 0 48836 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6403 116908 SH SOLE 0 0 116908 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 63244 160355 SH SOLE 0 0 160355 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6729 66111 SH SOLE 0 0 66111 VANGUARD INDEX FDS SMALL CP ETF 922908751 1179 5390 SH SOLE 0 0 5390 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1248 5621 SH SOLE 0 0 5621