Instuitional Investor - Motive Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Motive Wealth Advisors |
| Portfolio Value | $186,193,692 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 333,745 | $15,959,686 | 8.57% | |
| 2. | IEF | 23,427 | $13,791,279 | 7.4% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 68,639 | $13,441,505 | 7.21% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 66,760 | $11,888,565 | 6.38% | |
| 5. | FNDF | 479,748 | $10,890,280 | 5.84% |
