StockDriftsStockDriftsTop 50 Motive Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 10.42% | 346.2K | $22.2M | -14.69%(-59.63K) | $49.76(+38.63%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.99% | 69.2K | $14.9M | -7.24%(-5.40K) | $164.58(+39.07%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.88% | 22.4K | $14.7M | +0.00%(+0) | $471.77(+54.10%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.68% | 143.3K | $14.2M | -0.71%(-1.02K) | $100.53(-1.75%) | 2026-03-31 | |
| QUAL | ISHARES TR | 6.44% | 71.6K | $13.7M | -7.87%(-6.11K) | $140.90(+47.26%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.38% | 150.0K | $13.6M | -1.44%(-2.19K) | $68.44(+39.44%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 5.59% | 474.5K | $11.9M | -0.24%(-1.12K) | $16.70(+67.31%) | 2026-03-31 | |
| IUSV | ISHARES TR | 3.61% | 75.2K | $7.7M | -0.89%(-677) | $80.18(+35.37%) | 2026-03-31 | |
| IUSG | ISHARES TR | 3.56% | 48.9K | $7.6M | +1.08%(+522) | $104.92(+71.31%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.19% | 67.5K | $6.8M | -4.25%(-3.00K) | $100.51(-0.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.43% | +38.38% |
| Top 20 Holdings Unweighted | +11.66% | +39.20% |
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