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| Name: |
WEBSTERROGERS FINANCIAL ADVISORS LLC |
| City: |
FLORENCE |
| State: |
SC |
| Zip: |
29505-2801 |
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data |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VGIT |
Vanguard Intermediate -Ter |
18 |
New |
$58.53 |
$5,303,000 |
90,568 |
1.89% |
5,303,000 |
90,568 |
0.01 |
Closed - End Fund - Debt |
|
|
VGLT |
Vanguard Long-Term Governm |
19 |
New |
$59.25 |
$5,289,000 |
89,284 |
1.88% |
5,289,000 |
89,284 |
0.036 |
N/A |
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VCLT |
Vanguard Long-Term Corpora |
20 |
New |
$77.66 |
$5,245,000 |
67,048 |
1.87% |
5,245,000 |
67,048 |
0.1 |
Closed - End Fund - Debt |
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VCSH |
Vanguard Scottsdale Funds |
23 |
New |
$77.34 |
$3,583,000 |
46,347 |
1.27% |
3,583,000 |
46,347 |
0.011 |
N/A |
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VCIT |
Vanguard Intermediate-Term |
24 |
New |
$80.49 |
$3,473,000 |
43,139 |
1.24% |
3,473,000 |
43,139 |
0.005 |
Closed - End Fund - Debt |
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MFC |
Manulife Financial Corporat... |
60 |
New |
$25.10 |
$301,000 |
12,026 |
0.11% |
301,000 |
12,026 |
0.001 |
Life & Health Insurance |
|
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NVDA |
NVIDIA Corporation |
66 |
New |
$131.88 |
$246,000 |
272 |
0.09% |
246,000 |
272 |
0 |
Semiconductor - Speci... |
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XOM |
Exxon Mobil Corp |
72 |
New |
$109.11 |
$219,000 |
1,887 |
0.08% |
219,000 |
1,887 |
0 |
Integrated Oil & Gas |
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WM |
Waste Management Inc |
73 |
New |
$203.64 |
$213,000 |
1,000 |
0.08% |
213,000 |
1,000 |
0 |
Waste Management |
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ESGU |
Ishares Msci Usa Esg Optimized |
74 |
New |
$0.00 |
$201,000 |
1,746 |
0.07% |
201,000 |
1,746 |
0 |
N/A |
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