MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Indianapolis, IN
CIK
0001767601
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 96 477,890 DIMENSIONAL ETF TRUST, BNDX, SPLG, DUHP 13F-HR 1/29/2024 000176760124000006
Q3 2023 92 390,932 DIMENSIONAL ETF TRUST, IVV, VCIT, DFIV 13F-HR 10/12/2023 000176760123000005
Q2 2023 86 393,937 DIMENSIONAL ETF TRUST, IVV, VCIT, QUAL 13F-HR 7/12/2023 000176760123000004
Q1 2023 92 380,493 DIMENSIONAL ETF TRUST, IVV, VCIT, EFG 13F-HR 4/18/2023 000176760123000003
Q4 2022 90 345,215 IVV, DIMENSIONAL ETF TRUST, VCIT, DFIV 13F-HR 1/23/2023 000176760123000001
Q3 2022 91 315,393 IVV, DIMENSIONAL ETF TRUST, VCIT, ESGU 13F-HR 10/24/2022 000176760122000005
Q2 2022 85 323,485 IVV, DIMENSIONAL ETF TRUST, VCIT, ESGU 13F-HR 7/21/2022 000176760122000004
Q1 2022 74 282,155 IVV, ESGU, VCIT, FALN 13F-HR 4/12/2022 000176760122000003
Q4 2021 72 306,851 IVV, ESGU, VCIT, EFV 13F-HR 1/18/2022 000176760122000001
Q3 2021 71 252,361 IVV, VCIT, ESGU, EFV 13F-HR 10/27/2021 000176760121000005
Q2 2021 64 227,546 IVV, VCIT, ESGU, VTV 13F-HR 8/2/2021 000176760121000004
Q1 2021 61 168,916 IVV, VTV, VCIT, ESGU 13F-HR 4/20/2021 000176760121000003
Q4 2020 43 128,140 IVV, VTV, IWF, IEMG 13F-HR 1/25/2021 000176760121000002
Q3 2020 41 111,773 IVV, VTV, IWF, PRF 13F-HR 10/28/2020 000176760120000006
Q2 2020 44 109,564 IVV, VTV, IWF, PRF 13F-HR 7/17/2020 000176760120000005
Q1 2020 42 92,795 IVV, VTV, SCZ, PRF 13F-HR 4/20/2020 000176760120000004
Q4 2019 37 109,597 IVV, VTV, PRF, RSP 13F-HR 1/15/2020 000176760120000002
Q3 2019 38 102,886 IVV, PRF, VTV, RSP 13F-HR 10/31/2019 000176760119000008
Q2 2019 36 103,709 IVV, PRF, VTV, RSP 13F-HR 7/31/2019 000176760119000007
Q1 2019 34 100,190 PRF, RSP, IWF, IVV 13F-HR 4/15/2019 000176760119000005
Q4 2018 32 89,565 PRF, RSP, VTIP, IWF 13F-HR 2/12/2019 000176760119000003