Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS LLC | 05-14-2024 | 03-31-2024 | 74 | 281,217,286 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | 1 | $30,428,155 | 339,979 | 0.01 | 0.01 | 30,813 | 9.97 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $21,640,131 | 62,870 | 0.01 | 0.00 | 31,942 | 103.28 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 3 | $19,326,582 | 300,756 | 0.01 | 0.01 | 24,329 | 8.80 | 03-31-2024 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 4 | $13,707,056 | 215,046 | 0.00 | 0.00 | 16,725 | 8.43 | 03-31-2024 |
