MW

MOTIVE WEALTH ADVISORS

13F
MOTIVE WEALTH ADVISORS
Last update 2024-10-15 65 Stocks (0 new)
Value $166.00 Mil Turnover 0 %
Countries:
Top Holdings: VEA(8.81%)IVV(7.79%)VIG(7.37%)QUAL(6.78%)IEFA(6.72%)
Portfolio Report
Summary Stock Picks Current Portfolio
MOTIVE WEALTH ADVISORS Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA 		Vanguard FTSE Developed Markets ETF
296,968
14676.160
0%
8.810
0%
0.010
+0.58%
+5.34%
137327.215
 
IVV 		iShares Core S&P 500 ETF
23,705
12972.340
0%
7.790
0%
0.000
+6.95%
+21.99%
547129.359
 
VIG 		Vanguard Dividend Appreciation FTF
67,258
12277.880
0%
7.370
0%
0.020
+4.64%
+15.60%
82137.527
 
QUAL 		iShares MSCI USA Quality Factor ETF
66,064
11281.040
0%
6.780
0%
0.020
+6.50%
+22.07%
49854.286
 
IEFA 		iShares Core MSCI EAFE ETF
154,135
11196.370
0%
6.720
0%
0.010
+0.69%
+5.54%
121650.356
 
SCHB 		Schwab U.S. Broad Market ETF
159,916
10053.920
0%
6.040
0%
0.030
+6.66%
+20.85%
31756.394
 
AGG 		iShares Core U.S. Aggregate Bond ETF
91,531
8884.910
0%
5.340
0%
0.010
-0.14%
-0.82%
117700.282
 
IUSG 		ISHARES TRUST
61,607
7853.660
0%
4.720
0%
0.040
+9.68%
+29.50%
20154.821
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
84,249
6750.870
0%
4.050
0%
0.020
+10.27%
+30.43%
30579.310
 
IUSV 		ISHARES TRUST
76,102
6706.870
0%
4.030
0%
0.040
+2.98%
+12.62%
19269.506
 

MOTIVE WEALTH ADVISORS's Historical Top Holdings Breakdowns

MOTIVE WEALTH ADVISORS's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO 		Broadcom Inc2024-09-30Reduce
-0.34%
●
136.27 ($160.32) 178.09
$176.62
10.17%
Reduce -90%
391
-3,519
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Add
+0.56%
●
95.11 ($96.53) 97.92
$98.44
1.98%
Add 11.81%
91,531
9,667
VTEB 		Vanguard Tax-Exempt Bond ETF2024-06-30Add
+0.55%
●
49.55 ($50.04) 50.44
$50.34
0.60%
Add 43.65%
59,669
18,132
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-06-30Reduce
-0.44%
●
68.71 ($74.69) 80.95
$84.86
13.62%
Reduce -10.51%
84,249
-9,890
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-06-30Reduce
-0.35%
●
47.37 ($48.88) 50.09
$52.52
7.45%
Reduce -8.59%
124,314
-11,679
QUAL 		iShares MSCI USA Quality Factor ETF2024-06-30Reduce
-0.26%
●
154.56 ($164.2) 173.19
$179.62
9.39%
Reduce -3.82%
66,064
-2,625
MUB 		iShares National Muni Bond ETF2024-06-30Reduce
-0.22%
●
105.37 ($106.5) 107.16
$107.02
0.49%
Reduce -6.56%
48,105
-3,376
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+0.22%
●
47.83 ($49.76) 51.21
$50.46
1.41%
Add 2.59%
296,968
7,502
BND 		Vanguard Total Bond Market ETF2024-06-30Reduce
-0.20%
●
70.55 ($71.62) 72.66
$73.06
2.01%
Reduce -5.04%
85,927
-4,564
IEFA 		iShares Core MSCI EAFE ETF2024-06-30Reduce
-0.17%
●
70.77 ($73.59) 76.19
$74.25
0.90%
Reduce -2.34%
154,135
-3,686

MOTIVE WEALTH ADVISORS Total Holding History ($B)

To

MOTIVE WEALTH ADVISORS's Asset Allocation

To

MOTIVE WEALTH ADVISORS Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MOTIVE WEALTH ADVISORS's Hypothetical Growth since 2024-09-30

MOTIVE WEALTH ADVISORS's Yearly Returns

Year Portfolio % % Excess Gain %

MOTIVE WEALTH ADVISORS's Holdings Heat Map

Size field:

MOTIVE WEALTH ADVISORS's Holdings Bubble Chart

MOTIVE WEALTH ADVISORS News

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