WEBSTERROGERS FINANCIAL ADVISORS, LLC

RIA/Wealth

WEBSTERROGERS FINANCIAL ADVISORS, LLC is a RIA/Wealth based in Florence, SC led by Amy Marie Fisher, reporting $371.8M in AUM as of Q3 2025 with 89% ETF concentration and 52% concentrated in top 10 holdings.

Managing PartnerAmy Marie Fisher

Portfolio Value: $333.1M
Positions: 90
Top Holding: VUG at 8.94%
Last Reported: Q3 2025

Address1411 Second Loop Road, Florence, SC, 29505-2801, United States

Top Holdings

Largest long holdings in WEBSTERROGERS FINANCIAL ADVISORS, LLC's portfolio (52.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$29.8M	8.94%	-$2.5M Sold	— 62.1K shares	Q4 2022 Held for 2y 11m
2 Avantis U.S. Equity AVUS	ETF ETF	$28.1M	8.42%	-$463.7K Sold	— 258.1K shares	Q4 2020 Held for 4y 11m
3 Dimensional International High Profitability DIHP	ETF ETF	$16.5M	4.97%	+$190.3K Bought	— 544.2K shares	Q4 2022 Held for 2y 11m
4 Avantis International Equity AVDE	ETF ETF	$16.0M	4.81%	-$241.4K Sold	— 202.9K shares	Q4 2020 Held for 4y 11m
5 Dimensional US High Profitability DUHP	ETF ETF	$15.3M	4.60%	+$168.8K Bought	— 405.8K shares	Q4 2022 Held for 2y 11m
6 Avantis Emerging Markets Equity AVEM	ETF ETF	$15.2M	4.58%	-$721.0K Sold	— 203.0K shares	Q4 2020 Held for 4y 11m
7 Avantis International Large Cap Value AVIV	Unknown Unknown	$13.8M	4.15%	-$193.6K Sold	— 204.9K shares	Q4 2022 Held for 2y 11m
8 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$13.3M	3.98%	-$578.3K Sold	— 183.4K shares	Q4 2022 Held for 2y 11m
9 Vanguard Mortgage-Backed Securities VMBS	ETF ETF	$13.1M	3.93%	+$871.9K Bought	— 278.5K shares	Q3 2022 Held for 3y 2m
10 Vanguard Short-Term Treasury VGSH	ETF ETF	$12.7M	3.83%	+$814.2K Bought	— 216.6K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WEBSTERROGERS FINANCIAL ADVISORS, LLC's latest filing

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Market Value

$333.1M

Prior: $314.3M

Q/Q Change

+5.99%

+$18.8M

Net Flows % of MV

+0.556%

Turnover Ratio

1.89%

New Purchases

4 stocks

$1.1M

Added To

31 stocks

+$6.1M

Sold Out Of

0 stocks

Reduced Holdings

23 stocks

-$5.3M

Increased Positions

Position	Shares Δ	Change
1 iShares 20+ Year Treasury Bond TLT	New	0 → 4.8K +$426.1K
2 General Dynamics GD	New	0 → 642.0 +$218.9K
3 Dimensional Emerging Markets Core Equity 2 DFEM	New	0 → 6.6K +$210.4K
4 iShares Core S&P 500 ETF IVV	New	0 → 313.0 +$209.6K
5 DFNM Dimensional National Municipal Bond DFNM	+20.02%	27.4K → 32.8K +$262.7K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Mid-Cap Fund VO	-9.89%	758.0 → 683.0 −$22.0K
2 Eli Lilly LLY	-8.71%	310.0 → 283.0 −$20.6K
3 Vanguard Growth VUG	-7.61%	67.2K → 62.1K −$2.5M
4 Avantis Emerging Markets Equity AVEM	-4.52%	212.6K → 203.0K −$721.0K
5 BLV Vanguard Long-Term Bond BLV	-4.47%	24.3K → 23.2K −$77.0K

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Analytics

Portfolio insights and performance metrics for WEBSTERROGERS FINANCIAL ADVISORS, LLC

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Sector Allocation

ETF

88.50%

Technology

1.10%

Financial Services

0.80%

Industrials

0.40%

Healthcare

0.40%

Consumer Defensive

0.30%

Consumer Cyclical

0.20%

Energy

0.20%

Market Cap Distribution

Mega Cap (> $200B)

2.19%

Large Cap ($10B - $200B)

1.22%

N/A (ETF or Unknown)

96.59%

Portfolio Concentration

Top 10 Holdings %

52.2%

Top 20 Holdings %

77.99%

Top 50 Holdings %

96.42%

Top 100 Holdings %

100.0%