| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q2 2023 | 55 | 96,598 | 13F-HR | 8/1/2023 | 000187709323000003 | MOTIVE WEALTH ADVISORS |
| Q1 2023 | 51 | 91,441 | 13F-HR | 5/3/2023 | 000187709323000002 | MOTIVE WEALTH ADVISORS |
| Q4 2022 | 58 | 130,831 | 13F-HR | 1/27/2023 | 000187709323000001 | MOTIVE WEALTH ADVISORS |
| Q3 2022 | 60 | 123,446 | 13F-HR | 10/21/2022 | 000187709322000004 | MOTIVE WEALTH ADVISORS |
| Q2 2022 | 77 | 126,837 | 13F-HR | 8/3/2022 | 000187709322000003 | MOTIVE WEALTH ADVISORS |
| Q1 2022 | 78 | 145,951 | 13F-HR | 5/3/2022 | 000187709322000002 | MOTIVE WEALTH ADVISORS |
| Q4 2021 | 78 | 166,096 | 13F-HR | 2/8/2022 | 000187709322000001 | MOTIVE WEALTH ADVISORS |
| Q3 2021 | 75 | 148,094 | 13F-HR | 11/16/2021 | 000187709321000003 | MOTIVE WEALTH ADVISORS |
| Q2 2021 | 75 | 139,798 | 13F-HR | 8/16/2021 | 000187709321000002 | MOTIVE WEALTH ADVISORS |