$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $1,214,000 | -5.7% | 16,006 | 0.0% | 0.83% | +7.4% | |
BOND | PIMCO ETF TRactive bd etf | $748,000 | -7.0% | 7,350 | 0.0% | 0.51% | +6.0% | |
MDYV | SPDR SER TRs&p 400 mdcp val | $335,000 | -0.9% | 4,757 | 0.0% | 0.23% | +13.3% |
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.