Instuitional Investor - Motive Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Motive Wealth Advisors |
| Portfolio Value | $86,737,139 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 159,916 | $8,902,524 | 10.26% | |
| 2. | Ishares Tr | 110,889 | $7,801,042 | 8.99% | |
| 3. | Vanguard Specialized Funds | 42,771 | $7,288,179 | 8.4% | |
| 4. | Vanguard Tax-Managed Fds | 147,563 | $7,068,268 | 8.14% | |
| 5. | Ishares Tr | 45,120 | $6,638,957 | 7.65% |
