MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Q1 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
96
- Value ($000)
$588,660
- Date Filed04/18/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $56.08M | 10 % | 1,333,299 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $54.57M | 9 % | 1,148,337 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $43.01M | 7 % | 847,825 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $39.52M | 7 % | 1,192,398 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $35.26M | 6 % | 536,261 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $24.07M | 4 % | 866,706 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $23.97M | 4 % | 138,765 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $22.33M | 4 % | 457,399 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $21.08M | 4 % | 814,257 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $21.05M | 4 % | 266,619 |
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