StockDriftsStockDriftsTop 50 Websterrogers Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 8.19% | 65.5K | $28.6M | +5.99%(+3.70K) | $50.30(+67.60%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 7.56% | 237.6K | $26.4M | -6.70%(-17.05K) | $63.59(+93.60%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 5.14% | 557.3K | $18.0M | +3.54%(+19.05K) | $23.14(+45.23%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.64% | 191.0K | $16.2M | -4.57%(-9.14K) | $55.64(+60.38%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.57% | 198.2K | $16.0M | +0.13%(+250) | $56.37(+63.63%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.5% | 427.8K | $15.7M | +4.82%(+19.69K) | $25.59(+53.65%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 4.43% | 207.0K | $15.5M | +2.20%(+4.45K) | $46.62(+66.61%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 4.22% | 182.8K | $14.7M | +1.90%(+3.41K) | $51.67(+69.12%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.96% | 294.9K | $13.8M | +2.14%(+6.18K) | $46.12(+1.22%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.93% | 63.9K | $13.7M | +7.44%(+4.43K) | $196.73(+16.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.00% | +33.09% |
| Top 20 Holdings Unweighted | +8.37% | +27.27% |
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