Notify me when WEBSTERROGERS FINANCIAL ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 94 | $344,428,250 | +$9,156,197 | -$4,050,530 | +$5,105,667 | VUG, AVUS, DIHP, AVDE, DUHP | 13F-HR | 08 Jan 2026, 10:26 |
| Q3 2025 | 91 | $333,435,601 | +$7,398,547 | -$5,270,751 | +$2,127,796 | VUG, AVUS, DIHP, AVDE, DUHP | 13F-HR | 08 Oct 2025, 17:56 |
| Q2 2025 | 86 | $314,530,626 | +$4,578,798 | -$2,177,422 | +$2,401,376 | VUG, AVUS, DIHP, AVDE, AVEM | 13F-HR | 10 Jul 2025, 11:59 |
| Q1 2025 | 84 | $292,841,162 | +$21,395,708 | -$14,599,779 | +$6,795,929 | AVUS, VUG, DIHP, AVDE, DUHP | 13F-HR | 09 Apr 2025, 11:37 |
| Q4 2024 | 81 | $287,952,398 | +$10,657,501 | -$1,485,568 | +$9,171,933 | AVUS, VUG, AVLV, DIHP, DUHP | 13F-HR | 14 Jan 2025, 13:03 |
| Q3 2024 | 68 | $285,761,733 | +$3,954,465 | -$12,885,688 | -$8,931,223 | AVUS, VUG, AVLV, DIHP, AVEM | 13F-HR | 15 Oct 2024, 10:05 |
| Q2 2024 | 68 | $280,743,147 | +$8,935,107 | -$10,398,380 | -$1,463,273 | AVUS, VUG, AVLV, DIHP, AVEM | 13F-HR | 12 Jul 2024, 10:22 |
| Q1 2024 | 74 | $281,217,286 | +$66,122,768 | -$36,063,932 | +$30,058,836 | AVUS, VUG, AVLV, AVDE, DIHP | 13F-HR | 14 May 2024, 09:06 |
| Q4 2023 | 71 | $239,816,216 | +$30,709,407 | -$37,077,952 | -$6,368,545 | AVUS, BSV, AVLV, DUHP, AVDE | 13F-HR | 14 Feb 2024, 09:12 |
| Q3 2023 | 63 | $227,399,210 | +$18,066,681 | -$12,492,534 | +$5,574,147 | AVUS, BIV, AVLV, VUG, AVDE | 13F-HR | 01 Nov 2023, 10:42 |
| Q2 2023 | 61 | $228,194,849 | +$14,592,843 | -$9,298,444 | +$5,294,399 | AVUS, AVLV, BIV, AVDE, VUSB | 13F-HR | 26 Jul 2023, 16:37 |
| Q1 2023 | 60 | $217,400,434 | +$19,890,433 | -$17,414,948 | +$2,475,485 | AVUS, BIV, AVDE, AVLV, VUSB | 13F-HR | 03 May 2023, 11:28 |
| Q4 2022 | 61 | $206,515,423 | +$58,136,368 | -$54,564,678 | +$3,571,690 | AVUS, BSV, AVDE, AVLV, BIV | 13F-HR | 06 Feb 2023, 12:04 |
| Q3 2022 | 51 | $190,168,000 | +$15,867,869 | -$20,850,768 | -$4,982,899 | AVUS, AVDE, BSV, VUSB, FLRN | 13F-HR | 26 Oct 2022, 15:30 |
| Q2 2022 | 56 | $204,621,000 | +$55,978,150 | -$24,300,423 | +$31,677,727 | AVUS, AVDE, BSV, VUSB, FLRN | 13F-HR | 25 Jul 2022, 15:52 |
| Q1 2022 | 65 | $195,473,000 | +$31,540,352 | -$260,517,987 | -$228,977,635 | AVUS, AVDE, BND, BSV, DFAC | 13F-HR | 14 Apr 2022, 14:25 |
| Q4 2021 | 64 | $441,875,000 | +$23,815,312 | -$29,708,164 | -$5,892,852 | AVUS, VOO, AVDE, VEA, AVEM | 13F-HR | 24 Jan 2022, 10:03 |
| Q3 2021 | 59 | $426,953,000 | +$11,799,613 | -$3,012,873 | +$8,786,740 | AVUS, VOO, AVDE, VEA, AVEM | 13F-HR | 12 Oct 2021, 10:10 |
| Q2 2021 | 60 | $414,512,000 | +$40,420,339 | -$1,240,491 | +$39,179,848 | AVUS, VOO, AVDE, VEA, AVEM | 13F-HR | 05 Aug 2021, 11:12 |
| Q1 2021 | 54 | $369,708,000 | +$22,766,167 | -$7,631,004 | +$15,135,163 | AVUS, VOO, AVDE, VEA, AVEM | 13F-HR | 07 May 2021, 14:29 |
| Q4 2020 | 50 | $342,726,000 | $0 | $0 | $0 | AVUS, VOO, AVDE, VEA, AVEM | 13F-HR | 11 Feb 2021, 17:27 |