Instuitional Investor - Motive Wealth Advisors
13F Holdings
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% |
Hedge Fund Resource Center 
