MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Q4 2024 13F Holdings
- Locationindianapolis, IN
- Num holdings
98
- Value ($000)
$595,708
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001767601
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $53.48M | 9 % | 1,140,839 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $49.18M | 8 % | 972,182 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $46.45M | 8 % | 1,125,563 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $42.87M | 7 % | 873,991 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $39.41M | 7 % | 1,166,198 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $37.25M | 6 % | 540,275 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $23.14M | 4 % | 136,653 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $22.49M | 4 % | 345,606 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $21.95M | 4 % | 849,189 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $21.15M | 4 % | 51,535 |
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