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Home > Institutional Investor > Motive Wealth Advisors > Profile

Instuitional Investor - Motive Wealth Advisors

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Motive Wealth Advisors
Portfolio Value	$234,804,125

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		405,873	$25,354,901	10.8%
2.	Vanguard Specialized Funds - DIV APP ETF		74,567	$16,388,283	6.98%
3.	Ishares Trust	VLUE	77,663	$15,425,363	6.57%
4.	Ishares Trust	IEF	22,440	$15,369,755	6.55%
5.	Ishares Trust	IEF	144,353	$14,417,978	6.14%