Instuitional Investor - Motive Wealth Advisors

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
353,513 $25,187,772 10.36%
2. IEF 22,414 $16,785,294 6.9%
3.
Vanguard Specialized Funds - DIV APP ETF
70,324 $16,640,173 6.84%
4. HYG 72,291 $15,862,903 6.52%
5. IEF 151,575 $15,002,894 6.17%