MOTIVE WEALTH ADVISORS

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$166M
Signature - Title
Aryn Sands - Agent
Location
525 W Merrill St, Birmingham, MI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 65 $166M $0 $0 VEA, IVV, VIG, QUAL, IEFA 13F-HR 10/15/2024, 04:27 PM
Q2 2024 65 $166M +$5.23M -$5.05M +$178K VEA, IVV, VIG, QUAL, IEFA 13F-HR 7/22/2024, 02:42 PM
Q1 2024 71 $165M +$72.7M $0 +$72.7M VEA, IVV, VIG, IEFA, QUAL 13F-HR 5/6/2024, 03:17 PM
Q4 2023 43 $86.7M +$1.32M -$14.4M -$13.1M SCHB, IEFA, VIG, VEA, QUAL 13F-HR 2/13/2024, 01:58 PM
Q3 2023 50 $91.1M +$993K -$3M -$2.01M VEA, IEFA, SCHB, VIG, QUAL 13F-HR 11/14/2023, 02:20 PM
Q2 2023 55 $96.6M +$3.15M -$3.09M +$60.5K IEFA, VEA, SCHB, VIG, QUAL 13F-HR 8/1/2023, 01:26 PM
Q1 2023 51 $91.4M +$703K -$47.9M -$47.2M VEA, IEFA, VIG, SCHB, QUAL 13F-HR 5/3/2023, 11:42 AM
Q4 2022 58 $131M +$6.78M -$9.22M -$2.44M VEA, VIG, IEFA, IVV, QUAL 13F-HR 1/27/2023, 01:16 PM
Q3 2022 60 $123M +$24.2M -$20.1M +$4.05M VEA, VIG, IVV, IEFA, QUAL 13F-HR 10/21/2022, 05:26 PM
Q2 2022 77 $127M +$9.45M -$7.19M +$2.26M VEA, VIG, IVV, SCHB, IEFA 13F-HR 8/3/2022, 03:38 PM
Q1 2022 78 $146M +$16.9M -$21.8M -$4.85M VEA, IVV, VIG, SCHB, IEFA 13F-HR 5/3/2022, 01:26 PM
Q4 2021 78 $166M +$23.1M -$15.3M +$7.82M IVV, VEA, VIG, SCHB, VTEB 13F-HR 2/8/2022, 01:19 PM
Q3 2021 75 $148M +$12.6M -$3.02M +$9.54M IVV, VEA, VIG, SCHB, MUB 13F-HR 11/16/2021, 10:39 AM
Q2 2021 75 $140M $0 $0 IVV, VEA, VIG, SCHB, MUB 13F-HR 8/16/2021, 01:32 PM