All Stocks Held By Motive Wealth Advisors

As of 12/31/2022, we find all stocks held by Motive Wealth Advisors to be as follows, presented in the table below with each row detailing each Motive Wealth Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-Motive Wealth Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Motive Wealth Advisors as of the latest filing.

Entity	Amount	Change 09/30/2022 to 12/31/2022	Position Size ($ in 1000's)
VANGUARD TAX MANAGED FDS (VEA)	289,005	-33,807	$12,130
VEA	289,005	-33,807	$12,130
VANGUARD SPECIALIZED FUNDS (VIG)	74,062	+407	$11,246
VIG	74,062	+407	$11,246
ISHARES TR (IEFA)	179,796	+34,809	$11,083
IEFA	179,796	+34,809	$11,083
ISHARES TR (IVV)	24,321	-615	$9,345
IVV	24,321	-615	$9,345
ISHARES TR (QUAL)	74,762	+2,503	$8,520
QUAL	74,762	+2,503	$8,520
SCHWAB STRATEGIC TR	159,916	UNCH	$7,166
SCHB	159,916	UNCH	$7,166
ISHARES TR (IUSV)	84,799	+9,281	$5,989
IUSV	84,799	+9,281	$5,989
ISHARES TR (MUB)	55,004	-5,541	$5,804
MUB	55,004	-5,541	$5,804
ISHARES TR (AGG)	59,032	-3,003	$5,726
AGG	59,032	-3,003	$5,726
SPDR SER TR (SPYV)	142,501	-7,241	$5,542
SPYV	142,501	-7,241	$5,542
ISHARES TR (IUSG)	65,966	+9,051	$5,378
IUSG	65,966	+9,051	$5,378
SPDR SER TR (SPYG)	97,488	-640	$4,940
SPYG	97,488	-640	$4,940
VANGUARD BD INDEX FDS (BND)	60,381	+3,901	$4,338
BND	60,381	+3,901	$4,338
VANGUARD MUN BD FDS (VTEB)	69,083	-24,956	$3,419
VTEB	69,083	-24,956	$3,419
ISHARES INC (IEMG)	63,749	+13,100	$2,977
IEMG	63,749	+13,100	$2,977
VANGUARD INTL EQUITY INDEX F (VWO)	72,649	-8,331	$2,832
VWO	72,649	-8,331	$2,832
SCHWAB STRATEGIC TR	77,105	+10	$2,484
SCHF	77,105	+10	$2,484
APPLE INC	12,372	+638	$1,607
AAPL	12,372	+638	$1,607
MICROSOFT CORP	5,894	+138	$1,413
MSFT	5,894	+138	$1,413
ISHARES TR (IJH)	5,684	-10	$1,375
IJH	5,684	-10	$1,375
GOLDMAN SACHS ETF TR (GBIL)	10,983	-15,417	$1,095
GBIL	10,983	-15,417	$1,095
SCHWAB STRATEGIC TR	15,974	UNCH	$1,048
SCHM	15,974	UNCH	$1,048
ISHARES TR (IWV)	4,599	-112	$1,015
IWV	4,599	-112	$1,015
VANGUARD SCOTTSDALE FDS (VONG)	17,652	-2,475	$973
VONG	17,652	-2,475	$973
VANGUARD SCOTTSDALE FDS (VONV)	13,651	-4,156	$909
VONV	13,651	-4,156	$909
ISHARES TR (IJR)	8,536	-468	$808
IJR	8,536	-468	$808
SPDR SER TR (SLYV)	8,795	+668	$653
SLYV	8,795	+668	$653
SPDR SER TR (SLYG)	8,641	+732	$624
SLYG	8,641	+732	$624
BERKSHIRE HATHAWAY INC DEL			$558
BRK.B	1,808	+502	$558
AMAZON COM INC	6,393	-423	$537
AMZN	6,393	-423	$537
VANGUARD INDEX FDS (VTV)	3,446	-2,081	$484
VTV	3,446	-2,081	$484
UNITEDHEALTH GROUP INC	902	+86	$478
UNH	902	+86	$478
EXXON MOBIL CORP	4,277	+90	$472
XOM	4,277	+90	$472
JOHNSON & JOHNSON	2,490	+131	$440
JNJ	2,490	+131	$440
ALPHABET INC	4,954	+217	$437
GOOGL	4,954	+217	$437
VANGUARD INDEX FDS (VUG)	2,011	-1,011	$429
VUG	2,011	-1,011	$429
SCHWAB STRATEGIC TR	16,411	-1,408	$388
SCHE	16,411	-1,408	$388
JPMORGAN CHASE & CO	2,803	-465	$376
JPM	2,803	-465	$376
SPDR SER TR (MDYV)	5,637	-833	$365
MDYV	5,637	-833	$365
SCHWAB STRATEGIC TR	8,040	UNCH	$363
SCHX	8,040	UNCH	$363
ALPHABET INC	3,883	-49	$345
GOOG	3,883	-49	$345
ABBVIE INC	2,098	+586	$339
ABBV	2,098	+586	$339
SPDR SER TR (MDYG)	5,142	-508	$336
MDYG	5,142	-508	$336
PROCTER AND GAMBLE CO	2,145	-129	$325
PG	2,145	-129	$325
MERCK & CO INC	2,860	+380	$317
MRK	2,860	+380	$317
PEPSICO INC	1,717	+239	$310
PEP	1,717	+239	$310
CHEVRON CORP NEW	1,674	+178	$300
CVX	1,674	+178	$300
LILLY ELI & CO	801	+91	$293
LLY	801	+91	$293
MASTERCARD INCORPORATED	834	+834	$290
MA	834	+834	$290
PFIZER INC	5,612	+479	$288
PFE	5,612	+479	$288
NVIDIA CORPORATION	1,882	+1,882	$275
NVDA	1,882	+1,882	$275
VISA INC	1,316	-5	$273
V	1,316	-5	$273
HOME DEPOT INC	814	+45	$257
HD	814	+45	$257
WALMART INC	1,756	+1,756	$249
WMT	1,756	+1,756	$249
MCDONALDS CORP	893	-40	$235
MCD	893	-40	$235
BANK AMERICA CORP	6,817	+6,817	$226
BAC	6,817	+6,817	$226
CISCO SYS INC	4,383	+4,383	$209
CSCO	4,383	+4,383	$209
AON PLC	668	-124	$200
AON	668	-124	$200
AMPHENOL CORP NEW			$0 (exited)
APH	0	-4,473	$0
BROWN & BROWN INC			$0 (exited)
BRO	0	-3,673	$0
META PLATFORMS INC			$0 (exited)
FB	0	-1,699	$0
FIRST REP BK SAN FRANCISCO C			$0 (exited)
FRC	0	-1,929	$0
COCA COLA CO			$0 (exited)
KO	0	-4,082	$0
PAYCHEX INC			$0 (exited)
PAYX	0	-2,097	$0
TESLA INC	0	-1,977	$0 (exited)
TSLA	0	-1,977	$0

See Summary: Motive Wealth Advisors Top Holdings
See Details: Top 10 Stocks Held By Motive Wealth Advisors

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
MA	+834	+$290
NVDA	+1,882	+$275
WMT	+1,756	+$249
BAC	+6,817	+$226
CSCO	+4,383	+$209

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
TSLA	-1,977	-$524
APH	-4,473	-$300
FRC	-1,929	-$252
PAYX	-2,097	-$235
FB	-1,699	-$231
KO	-4,082	-$229
BRO	-3,673	-$222

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IEFA	+34,809	+$3,447
IEMG	+13,100	+$800
IUSV	+9,281	+$1,261
IUSG	+9,051	+$815
BND	+3,901	+$309
QUAL	+2,503	+$1,009
SLYG	+732	+$85
SLYV	+668	+$107
AAPL	+638	-$15
ABBV	+586	+$136

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VEA	-33,807	+$393
VTEB	-24,956	-$1,108
GBIL	-15,417	-$1,541
VWO	-8,331	-$123
SPYV	-7,241	+$377
MUB	-5,541	-$407
VONV	-4,156	-$154
AGG	-3,003	-$250
VONG	-2,475	-$118

Motive Wealth Advisors Info

Size ($ in 1000's)
At 12/31/2022: $130,833
At 09/30/2022: $123,446

Motive Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Motive Wealth Advisors 13F filings. Link to 13F filings: SEC filings

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