Long-term investor
Websterrogers Financial Advisors, LLC @websterrogersfinancialad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001841757).
Record
- Tracked since 2025-06-30 (445 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 86% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 9.2% · long · since 2025-06-30
- AVUS · 7.6% · long · since 2025-06-30
- DIHP · 5.2% · long · since 2025-06-30
- AVEM · 4.6% · long · since 2025-06-30
- VIG · 4.3% · long · since 2025-06-30
- AVLV · 4.2% · long · since 2025-06-30
- AVDE · 4.2% · long · since 2025-06-30
- AVIV · 4.2% · long · since 2025-06-30
- VMBS · 3.9% · long · since 2025-06-30
- VGSH · 3.8% · long · since 2025-06-30
- DUHP · 3.5% · long · since 2025-06-30
- VOO · 3.5% · long · since 2025-06-30