Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEBSTERROGERS FINANCIAL ADVISORS, LLC (CIK 1841757) reported $349.5M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($28.6M, 8.19%), AVUS ($26.4M, 7.56%), DIHP ($18.0M, 5.14%), AVDE ($16.2M, 4.64%), AVEM ($16.0M, 4.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $28.6M | 8.19% | 65,510 | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $26.4M | 7.56% | 237,607 | Trimmed |
| 3 | DIHP | DIMENSIONAL ETF TRUST | $18.0M | 5.14% | 557,315 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $16.2M | 4.64% | 190,994 | Trimmed |
| 5 | AVEM | AMERICAN CENTY ETF TR | $16.0M | 4.57% | 198,200 | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $15.7M | 4.50% | 427,843 | Added |
| 7 | AVIV | AMERICAN CENTY ETF TR | $15.5M | 4.43% | 207,002 | Added |
| 8 | AVLV | AMERICAN CENTY ETF TR | $14.7M | 4.22% | 182,801 | Added |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | $13.8M | 3.96% | 294,898 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $13.7M | 3.93% | 63,924 | Added |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | $13.7M | 3.91% | 233,326 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $11.2M | 3.22% | 18,815 | Added |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $9.7M | 2.78% | 163,042 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $9.4M | 2.70% | 189,041 | Added |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $9.2M | 2.62% | 236,059 | Trimmed |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $8.7M | 2.48% | 257,948 | Added |
| 17 | SMMU | PIMCO ETF TR | $8.1M | 2.32% | 160,943 | Added |
| 18 | VGLT | VANGUARD SCOTTSDALE FDS | $8.0M | 2.29% | 144,848 | Added |
| 19 | VCLT | VANGUARD SCOTTSDALE FDS | $7.6M | 2.18% | 101,775 | Added |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | $6.9M | 1.98% | 83,822 | Added |
| 21 | JMST | J P MORGAN EXCHANGE TRADED F | $6.4M | 1.83% | 125,731 | Added |
| 22 | AVSC | AMERICAN CENTY ETF TR | $6.1M | 1.76% | 98,542 | Added |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | $4.3M | 1.22% | 53,985 | Added |
| 24 | VUSB | VANGUARD BD INDEX FDS | $4.3M | 1.22% | 85,914 | Trimmed |
| 25 | DFUS | DIMENSIONAL ETF TRUST | $3.6M | 1.04% | 51,344 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31