$91.1 Million is the total value of MOTIVE WEALTH ADVISORS's 50 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $7,971,813 | -3.6% | 159,916 | 0.0% | 8.75% | +2.3% | |
| IVV | ISHARES TRcore s&p500 etf | $3,506,539 | -3.7% | 8,166 | 0.0% | 3.85% | +2.2% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $357,641 | -3.4% | 7,068 | 0.0% | 0.39% | +2.6% | |
| IJR | ISHARES TRcore s&p scp etf | $201,301 | -5.3% | 2,134 | 0.0% | 0.22% | +0.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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 | 2024-05-06 |
| 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 |
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.