Instuitional Investor - Motive Wealth Advisors

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%