0001725547-23-001687.txt : 20231101 0001725547-23-001687.hdr.sgml : 20231101 20231101104207 ACCESSION NUMBER: 0001725547-23-001687 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231101 DATE AS OF CHANGE: 20231101 EFFECTIVENESS DATE: 20231101 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: 231367035 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 false 0001841757 XXXXXXXX 09-30-2023 09-30-2023 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 11-01-2023 0 63 227399210 false INFORMATION TABLE 2 Form13fInfoTable.xml AMAZON COM INC COM 023135106 220807 1737 SH SOLE 0 0 1737 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 4652423 105092 SH SOLE 0 0 105092 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 16812379 319141 SH SOLE 0 0 319141 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 6899061 143305 SH SOLE 0 0 143305 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 10446445 197886 SH SOLE 0 0 197886 AMERICAN CENTY ETF TR CORE MUNI FXD IN 025072695 346325 7802 SH SOLE 0 0 7802 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 12586243 226167 SH SOLE 0 0 226167 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 532220 9200 SH SOLE 0 0 9200 AMERICAN CENTY ETF TR US EQT ETF 025072885 25604881 349506 SH SOLE 0 0 349506 ANALOG DEVICES INC COM 032654105 280144 1600 SH SOLE 0 0 1600 APPLE INC COM 037833100 903616 5277 SH SOLE 0 0 5277 BANK AMERICA CORP COM 060505104 465695 17008 SH SOLE 0 0 17008 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 574751 3210 SH SOLE 0 0 3210 COCA COLA CO COM 191216100 323797 5784 SH SOLE 0 0 5784 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 261160 11571 SH SOLE 0 0 11571 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2752566 59131 SH SOLE 0 0 59131 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 964742 18379 SH SOLE 0 0 18379 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1434550 31397 SH SOLE 0 0 31397 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7720171 294662 SH SOLE 0 0 294662 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1660767 48817 SH SOLE 0 0 48817 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 8854128 381808 SH SOLE 0 0 381808 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 4540409 206946 SH SOLE 0 0 206946 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 8448490 328863 SH SOLE 0 0 328863 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1203387 25896 SH SOLE 0 0 25896 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 487087 21629 SH SOLE 0 0 21629 FACTSET RESH SYS INC COM 303075105 488857 1118 SH SOLE 0 0 1118 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 500240 52000 SH SOLE 0 0 52000 INNOVATOR ETFS TR S&P INVT GRD PFD 45783Y822 1480537 84049 SH SOLE 0 0 84049 INVESCO QQQ TR UNIT SER 1 46090E103 1388916 3876 SH SOLE 0 0 3876 ISHARES TR RUS MD CP GR ETF 464287481 223808 2450 SH SOLE 0 0 2450 JPMORGAN CHASE & CO COM 46625H100 332736 2294 SH SOLE 0 0 2294 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 313058 5845 SH SOLE 0 0 5845 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 7131226 141352 SH SOLE 0 0 141352 JOHNSON & JOHNSON COM 478160104 437302 2807 SH SOLE 0 0 2807 ELI LILLY & CO COM 532457108 322278 600 SH SOLE 0 0 600 MICROSOFT CORP COM 594918104 805480 2551 SH SOLE 0 0 2551 PEPSICO INC COM 713448108 524568 3095 SH SOLE 0 0 3095 PHILLIPS 66 COM 718546104 248511 2068 SH SOLE 0 0 2068 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 5942838 121406 SH SOLE 0 0 121406 SPDR S&P 500 ETF TR TR UNIT 78462F103 937442 2192 SH SOLE 0 0 2192 SPDR SER TR BLOOMBERG INVT 78468R200 4631319 150759 SH SOLE 0 0 150759 SCHWAB STRATEGIC TR US REIT ETF 808524847 269201 15166 SH SOLE 0 0 15166 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 873813 18246 SH SOLE 0 0 18246 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1091026 21608 SH SOLE 0 0 21608 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 352713 2270 SH SOLE 0 0 2270 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 981554 3976 SH SOLE 0 0 3976 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 7018410 104658 SH SOLE 0 0 104658 VANGUARD BD INDEX FDS INTERMED TERM 921937819 21179156 292893 SH SOLE 0 0 292893 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 9656609 128463 SH SOLE 0 0 128463 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 756698 10844 SH SOLE 0 0 10844 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1113152 25460 SH SOLE 0 0 25460 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 10322556 209850 SH SOLE 0 0 209850 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 422447 10851 SH SOLE 0 0 10851 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1856909 32238 SH SOLE 0 0 32238 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1391259 31778 SH SOLE 0 0 31778 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4386426 91193 SH SOLE 0 0 91193 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1964088 5001 SH SOLE 0 0 5001 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1954279 25829 SH SOLE 0 0 25829 VANGUARD INDEX FDS MID CAP ETF 922908629 2212584 10625 SH SOLE 0 0 10625 VANGUARD INDEX FDS GROWTH ETF 922908736 12699361 46635 SH SOLE 0 0 46635 VANGUARD INDEX FDS SMALL CP ETF 922908751 610238 3227 SH SOLE 0 0 3227 AON PLC SHS CL A G0403H108 978496 3018 SH SOLE 0 0 3018 CHUBB LIMITED COM H1467J104 622875 2992 SH SOLE 0 0 2992