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Home > Institutional Investor > Motive Wealth Advisors > Profile

Instuitional Investor - Motive Wealth Advisors

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Motive Wealth Advisors
Portfolio Value	$231,971,300

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		418,089	$25,051,893	10.8%
2.	Vanguard Specialized Funds - DIV APP ETF		74,927	$16,168,420	6.97%
3.	Ishares Trust	VLUE	77,984	$15,167,828	6.54%
4.	Ishares Trust	IEF	22,440	$15,018,800	6.47%
5.	Ishares Trust	IEF	143,398	$14,375,650	6.2%