WEBSTERROGERS FINANCIAL ADVISORS, LLC: 13F holdings
CIK 18417572026Q2
| Positions | 103 |
|---|---|
| Reported value | $390.4m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 416,280 | $35.9m | 9.2% |
| AVUS AMERICAN CENTY ETF TR | 230,978 | $29.6m | 7.6% |
| DIHP DIMENSIONAL ETF TRUST | 591,850 | $20.2m | 5.2% |
| AVEM AMERICAN CENTY ETF TR | 184,217 | $17.8m | 4.6% |
| VIG VANGUARD SPECIALIZED FUNDS | 70,298 | $16.6m | 4.3% |
| AVLV AMERICAN CENTY ETF TR | 181,790 | $16.6m | 4.2% |
| AVDE AMERICAN CENTY ETF TR | 185,862 | $16.6m | 4.2% |
| AMERICAN CENTY ETF TR | 211,302 | $16.4m | 4.2% |
| VMBS VANGUARD SCOTTSDALE FDS | 328,187 | $15.4m | 3.9% |
| VGSH VANGUARD SCOTTSDALE FDS | 251,714 | $14.6m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1841757")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.