Instuitional Investor - Motive Wealth Advisors

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
410,656 $23,411,499 10.66%
2.
Vanguard Specialized Funds - DIV APP ETF
73,752 $15,094,749 6.87%
3. IEF 151,521 $15,030,883 6.84%
4. IEF 22,811 $14,163,079 6.45%
5.
Ishares Tr - MSCI USA QLT FCT
76,500 $13,985,673 6.37%