0001725547-24-002140.txt : 20240514 0001725547-24-002140.hdr.sgml : 20240514 20240514090609 ACCESSION NUMBER: 0001725547-24-002140 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEBSTERROGERS FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001841757 ORGANIZATION NAME: 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: 24941664 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 03-31-2024 03-31-2024 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 05-14-2024 0 74 281217286 false INFORMATION TABLE 2 Form13fInfoTable.xml ABBVIE INC COM 00287Y109 242855 1333 SH SOLE 0 0 1333 AMAZON COM INC COM 023135106 317288 1759 SH SOLE 0 0 1759 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 4885506 93306 SH SOLE 0 0 93306 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 19326582 300756 SH SOLE 0 0 300756 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 10172124 188094 SH SOLE 0 0 188094 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 13357807 230465 SH SOLE 0 0 230465 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 333355 7203 SH SOLE 0 0 7203 AMERICAN CENTY ETF TR CORE MUNI FXD IN 025072695 363377 7802 SH SOLE 0 0 7802 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 13707056 215046 SH SOLE 0 0 215046 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 605912 9200 SH SOLE 0 0 9200 AMERICAN CENTY ETF TR US SML CP VALU 025072877 221812 2367 SH SOLE 0 0 2367 AMERICAN CENTY ETF TR US EQT ETF 025072885 30428155 339979 SH SOLE 0 0 339979 APPLE INC COM 037833100 915940 5341 SH SOLE 0 0 5341 BANK AMERICA CORP COM 060505104 375927 9913 SH SOLE 0 0 9913 CATERPILLAR INC COM 149123101 267494 730 SH SOLE 0 0 730 CHEVRON CORP NEW COM 166764100 280976 1781 SH SOLE 0 0 1781 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 281690 11395 SH SOLE 0 0 11395 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3324137 58338 SH SOLE 0 0 58338 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1085422 17411 SH SOLE 0 0 17411 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1655425 30413 SH SOLE 0 0 30413 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 9263301 289931 SH SOLE 0 0 289931 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1878493 45928 SH SOLE 0 0 45928 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 13440218 498894 SH SOLE 0 0 498894 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 6802240 271438 SH SOLE 0 0 271438 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 12551464 397072 SH SOLE 0 0 397072 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1163778 24200 SH SOLE 0 0 24200 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 531426 20889 SH SOLE 0 0 20889 EXXON MOBIL CORP COM 30231G102 219379 1887 SH SOLE 0 0 1887 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 605800 52000 SH SOLE 0 0 52000 INNOVATOR ETFS TRUST S&P INVT GRD PFD 45783Y822 1552971 80166 SH SOLE 0 0 80166 INVESCO QQQ TR UNIT SER 1 46090E103 1721313 3876 SH SOLE 0 0 3876 ISHARES TR RUS MD CP GR ETF 464287481 279643 2450 SH SOLE 0 0 2450 ISHARES TR PFD AND INCM SEC 464288687 304928 9461 SH SOLE 0 0 9461 ISHARES TR ESG AWR MSCI USA 46435G425 200805 1746 SH SOLE 0 0 1746 JPMORGAN CHASE & CO COM 46625H100 369921 1846 SH SOLE 0 0 1846 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1219447 21075 SH SOLE 0 0 21075 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 6345226 125053 SH SOLE 0 0 125053 JOHNSON & JOHNSON COM 478160104 265082 1675 SH SOLE 0 0 1675 ELI LILLY & CO COM 532457108 466776 600 SH SOLE 0 0 600 MANULIFE FINL CORP COM 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23808 SH SOLE 0 0 23808 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4450607 58048 SH SOLE 0 0 58048 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 755314 10399 SH SOLE 0 0 10399 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1277742 25468 SH SOLE 0 0 25468 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 7556198 152496 SH SOLE 0 0 152496 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1091024 25890 SH SOLE 0 0 25890 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 11504712 198118 SH SOLE 0 0 198118 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3583087 46347 SH SOLE 0 0 46347 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 5302756 90568 SH SOLE 0 0 90568 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 8973047 196734 SH SOLE 0 0 196734 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 5245165 67048 SH SOLE 0 0 67048 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 5289184 89284 SH SOLE 0 0 89284 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3473121 43139 SH SOLE 0 0 43139 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6119606 120940 SH SOLE 0 0 120940 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9201964 19142 SH SOLE 0 0 19142 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2809170 32483 SH SOLE 0 0 32483 VANGUARD INDEX FDS MID CAP ETF 922908629 240254 961 SH SOLE 0 0 961 VANGUARD INDEX FDS GROWTH ETF 922908736 21640131 62870 SH SOLE 0 0 62870 VANGUARD INDEX FDS SMALL CP ETF 922908751 640504 2801 SH SOLE 0 0 2801 WASTE MGMT INC DEL COM 94106L109 213150 1000 SH SOLE 0 0 1000 AON PLC SHS CL A G0403H108 1007167 3018 SH SOLE 0 0 3018