MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationindianapolis, IN
- CIK0001767601
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
96 | $588.66 M | DFCF, DFSD, DUSB, DUHP | 13F-HR | Apr 18, 2025 | 000176760125000004 | ||
98 | $595.71 M | DFSD, DUSB, DFCF, BNDX | 13F-HR | Jan 17, 2025 | 000176760125000001 | ||
93 | $608.17 M | DUSB, DFSD, DFCF, BNDX | 13F-HR | Oct 16, 2024 | 000176760124000009 | ||
91 | $582.95 M | DUSB, DFSD, DFCF, BNDX | 13F-HR | Jul 29, 2024 | 000176760124000007 | ||
93 | $569.51 M | DUSB, DFSD, DFCF, BNDX | 13F-HR | Apr 11, 2024 | 000176104424000004 | ||
96 | $477.89 M | DFSD, DFCF, BNDX, KRE | 13F-HR | Jan 30, 2024 | 000176760124000006 | ||
92 | $390.93 M | IVV, DFCF, VCIT, DFIV | 13F-HR | Oct 12, 2023 | 000176760123000005 | ||
86 | $393.94 M | DFCF, IVV, VCIT, QUAL | 13F-HR | Jul 12, 2023 | 000176760123000004 | ||
92 | $380.49 M | DFCF, IVV, VCIT, EFG | 13F-HR | Apr 19, 2023 | 000176760123000003 | ||
90 | $345.22 M | IVV, DFCF, VCIT, DFIV | 13F-HR | Jan 23, 2023 | 000176760123000001 | ||
91 | $315.39 M | IVV, DFCF, VCIT, ESGU | 13F-HR | Oct 24, 2022 | 000176760122000005 | ||
85 | $323.49 M | IVV, VCIT, ESGU, DFCF | 13F-HR | Jul 21, 2022 | 000176760122000004 | ||
74 | $282.15 M | IVV, ESGU, VCIT, FALN | 13F-HR | Apr 12, 2022 | 000176760122000003 | ||
72 | $306.85 M | IVV, ESGU, VCIT, EFV | 13F-HR | Jan 19, 2022 | 000176760122000001 | ||
71 | $252.36 M | IVV, VCIT, ESGU, EFV | 13F-HR | Oct 27, 2021 | 000176760121000005 | ||
64 | $227.55 M | IVV, VCIT, ESGU, VTV | 13F-HR | Aug 2, 2021 | 000176760121000004 | ||
61 | $168.92 M | IVV, VTV, VCIT, ESGU | 13F-HR | Apr 20, 2021 | 000176760121000003 | ||
43 | $128.14 M | IVV, VTV, IWF, IEMG | 13F-HR | Jan 25, 2021 | 000176760121000002 | ||
41 | $111.77 M | IVV, VTV, IWF, PRF | 13F-HR | Oct 28, 2020 | 000176760120000006 | ||
44 | $109.56 M | IVV, VTV, IWF, PRF | 13F-HR | Jul 17, 2020 | 000176760120000005 | ||
42 | $92.80 M | IVV, VTV, SCZ, PRF | 13F-HR | Apr 20, 2020 | 000176760120000004 | ||
37 | $109.60 M | IVV, VTV, PRF, RSP | 13F-HR | Jan 15, 2020 | 000176760120000002 | ||
38 | $102.89 M | IVV, PRF, VTV, RSP | 13F-HR | Oct 31, 2019 | 000176760119000008 | ||
36 | $103.71 M | IVV, PRF, VTV, RSP | 13F-HR | Jul 31, 2019 | 000176760119000007 | ||
34 | $100.19 M | PRF, RSP, IWF, IVV | 13F-HR | Apr 15, 2019 | 000176760119000005 | ||
32 | $89.56 M | PRF, RSP, VTIP, IWF | 13F-HR | Feb 12, 2019 | 000176760119000003 |