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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	$212,959,451

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		346,246	$22,187,459	10.42%
2.	Vanguard Specialized Funds - DIV APP ETF		69,171	$14,875,864	6.99%
3.	Ishares Trust	IEF	22,440	$14,657,748	6.88%
4.	Ishares Trust	IEF	143,330	$14,228,369	6.68%
5.	Ishares Trust	VLUE	71,553	$13,724,521	6.44%