Instuitional Investor - Motive Wealth Advisors

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
68,639 $13,441,505 7.21%
4.
Ishares Tr
66,760 $11,888,565 6.38%
5. FNDF 479,748 $10,890,280 5.84%