$146 Million is the total value of MOTIVE WEALTH ADVISORS's 78 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $724,000 | – | 14,318 | +100.0% | 0.50% | – |
| TSLA | New | TESLA INC | $682,000 | – | 633 | +100.0% | 0.47% | – |
| AON | New | AON PLC | $644,000 | – | 1,977 | +100.0% | 0.44% | – |
| TRMB | New | TRIMBLE INC | $411,000 | – | 5,702 | +100.0% | 0.28% | – |
| SIG | New | SIGNET JEWELERS LIMITED | $377,000 | – | 5,192 | +100.0% | 0.26% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $290,000 | – | 822 | +100.0% | 0.20% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $282,000 | – | 101 | +100.0% | 0.19% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $241,000 | – | 474 | +100.0% | 0.16% | – |
| NVDA | New | NVIDIA CORPORATION | $232,000 | – | 852 | +100.0% | 0.16% | – |
| JNJ | New | JOHNSON & JOHNSON | $205,000 | – | 1,152 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 10 | Q3 2023 | 9.7% |
| VANGUARD SPECIALIZED FUNDS | 10 | Q3 2023 | 8.6% |
| ISHARES TR | 10 | Q3 2023 | 9.7% |
| SCHWAB STRATEGIC TR | 10 | Q3 2023 | 8.8% |
| ISHARES TR | 10 | Q3 2023 | 9.5% |
| ISHARES TR | 10 | Q3 2023 | 7.9% |
| ISHARES TR | 10 | Q3 2023 | 5.5% |
| SPDR SER TR | 10 | Q3 2023 | 4.2% |
| SPDR SER TR | 10 | Q3 2023 | 4.2% |
| ISHARES TR | 10 | Q3 2023 | 4.8% |
View MOTIVE WEALTH ADVISORS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-16 |
View MOTIVE WEALTH ADVISORS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.