0001725547-23-000154.txt : 20230726 0001725547-23-000154.hdr.sgml : 20230726 20230726163744 ACCESSION NUMBER: 0001725547-23-000154 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230726 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: 231114103 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 X0202 13F-HR LIVE false false 0001841757 XXXXXXXX 06-30-2023 06-30-2023 false WEBSTERROGERS FINANCIAL ADVISORS, LLC

1411 SECOND LOOP ROAD FLORENCE SC 29505-2801

13F HOLDINGS REPORT 028-20696 000121006 801-61500 N Dana M. Jones 843-656-1144 Dana M. Jones Florence SC 07-26-2023 0 61 229626989 false INFORMATION TABLE 2 Form13fInfoTable.xml AMAZON COM INC COM 023135106 223437 1714 SH SOLE 0 0 1714 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 5461044 119681 SH SOLE 0 0 119681 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 16624585 311613 SH SOLE 0 0 311614 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 6385751 131313 SH SOLE 0 0 131313 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 10473553 194639 SH SOLE 0 0 194640 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 14173141 246918 SH SOLE 0 0 246919 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 529552 9200 SH SOLE 0 0 9200 AMERICAN CENTY ETF TR US EQT ETF 025072885 29190398 388221 SH SOLE 0 0 388222 ANALOG DEVICES INC COM 032654105 311696 1600 SH SOLE 0 0 1600 APPLE INC COM 037833100 1024458 5281 SH SOLE 0 0 5282 BANK AMERICA CORP COM 060505104 484962 16903 SH SOLE 0 0 16904 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 531672 3210 SH SOLE 0 0 3210 CLOROX CO DEL COM 189054109 207070 1302 SH SOLE 0 0 1302 COCA COLA CO COM 191216100 348321 5784 SH SOLE 0 0 5784 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 283556 12086 SH SOLE 0 0 12087 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3187523 66186 SH SOLE 0 0 66186 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1015187 18525 SH SOLE 0 0 18525 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1474377 31782 SH SOLE 0 0 31782 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 8154046 300333 SH SOLE 0 0 300333 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1871952 54259 SH SOLE 0 0 54259 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 8464107 345756 SH SOLE 0 0 345756 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 4295692 188242 SH SOLE 0 0 188242 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 7061737 266079 SH SOLE 0 0 266079 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1256622 26383 SH SOLE 0 0 26383 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 504064 21624 SH SOLE 0 0 21624 FACTSET RESH SYS INC COM 303075105 447927 1118 SH SOLE 0 0 1118 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 612560 52000 SH SOLE 0 0 52000 INNOVATOR ETFS TR S&P INVT GRD PFD 45783Y822 1530993 83478 SH SOLE 0 0 83478 ISHARES TR RUS MD CP GR ETF 464287481 236744 2450 SH SOLE 0 0 2450 JPMORGAN CHASE & CO COM 46625H100 331650 2280 SH SOLE 0 0 2280 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 275599 4981 SH SOLE 0 0 4981 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 7349923 145112 SH SOLE 0 0 145112 JOHNSON & JOHNSON COM 478160104 485424 2932 SH SOLE 0 0 2933 LILLY ELI & CO COM 532457108 290299 619 SH SOLE 0 0 619 MICROSOFT CORP COM 594918104 907541 2665 SH SOLE 0 0 2665 PEPSICO INC COM 713448108 573421 3095 SH SOLE 0 0 3096 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 6189853 124971 SH SOLE 0 0 124972 SPDR S&P 500 ETF TR TR UNIT 78462F103 939807 2120 SH SOLE 0 0 2120 SPDR SER TR BLOOMBERG INVT 78468R200 4981188 162306 SH SOLE 0 0 162307 SCHWAB STRATEGIC TR US REIT ETF 808524847 278640 14267 SH SOLE 0 0 14267 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 870831 18119 SH SOLE 0 0 18120 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1051488 20055 SH SOLE 0 0 20055 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 368716 2270 SH SOLE 0 0 2270 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1010384 3976 SH SOLE 0 0 3976 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 6296393 84041 SH SOLE 0 0 84042 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14834495 197188 SH SOLE 0 0 197189 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 10605530 140340 SH SOLE 0 0 140340 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 820619 11289 SH SOLE 0 0 11289 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1177725 25502 SH SOLE 0 0 25503 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 14046142 285722 SH SOLE 0 0 285723 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 338820 8430 SH SOLE 0 0 8430 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1861100 32238 SH SOLE 0 0 32238 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1357643 29520 SH SOLE 0 0 29520 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4825534 96087 SH SOLE 0 0 96088 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2307234 5664 SH SOLE 0 0 5665 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2131510 25508 SH SOLE 0 0 25509 VANGUARD INDEX FDS MID CAP ETF 922908629 3369329 15304 SH SOLE 0 0 15304 VANGUARD INDEX FDS GROWTH ETF 922908736 10718987 37881 SH SOLE 0 0 37882 VANGUARD INDEX FDS SMALL CP ETF 922908751 656157 3299 SH SOLE 0 0 3299 CHUBB LIMITED COM H1467J104 576140 2992 SH SOLE 0 0 2992 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1432140 315489 SH SOLE 0 0 315491