- New Purchases: SCHV, SCHE,
- Added Positions: SCHA, IVV, IJS, SCHF, SCHX, IJR, VTV, SCZ, SPY, VB, SCHZ,
- Reduced Positions: VTIP, IWF, VBR, RSP, IGE, SDY, LLY, VAW, IWD, IVE, IXUS, VOE, IVW, BNDX, IWM, PRFZ,
For the details of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/market+street+wealth+management+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC- iShares Core S&P 500 ETF (IVV) - 45,791 shares, 15.57% of the total portfolio. Shares added by 6.81%
- Vanguard Value ETF (VTV) - 96,093 shares, 12.22% of the total portfolio. Shares added by 2.40%
- Invesco S&P 500 Equal Weight ETF (RSP) - 85,961 shares, 10.59% of the total portfolio. Shares reduced by 5.69%
- iShares Russell 1000 Growth ETF (IWF) - 51,752 shares, 9.41% of the total portfolio. Shares reduced by 8.27%
- iShares MSCI EAFE Small-Cap ETF (SCZ) - 100,276 shares, 6.54% of the total portfolio. Shares added by 2.91%
Market Street Wealth Management Advisors Llc initiated holding in Schwab U.S. Large-Cap Value ETF. The purchase prices were between $53.69 and $57.5, with an estimated average price of $56.14. The stock is now traded at around $57.18. The impact to a portfolio due to this purchase was 1%. The holding were 15,483 shares as of .
New Purchase: Schwab Emerging Markets Equity ETF (SCHE)Market Street Wealth Management Advisors Llc initiated holding in Schwab Emerging Markets Equity ETF. The purchase prices were between $24 and $26.6, with an estimated average price of $25.45. The stock is now traded at around $26.10. The impact to a portfolio due to this purchase was 0.62%. The holding were 21,526 shares as of .
Added: Schwab U.S. Small-Cap ETF (SCHA)Market Street Wealth Management Advisors Llc added to a holding in Schwab U.S. Small-Cap ETF by 154.06%. The purchase prices were between $67.49 and $73.12, with an estimated average price of $70.62. The stock is now traded at around $70.83. The impact to a portfolio due to this purchase was 1.23%. The holding were 25,579 shares as of .
Added: iShares S&P Small-Cap 600 Value ETF (IJS)Market Street Wealth Management Advisors Llc added to a holding in iShares S&P Small-Cap 600 Value ETF by 26.43%. The purchase prices were between $137.73 and $154.31, with an estimated average price of $146.47. The stock is now traded at around $152.22. The impact to a portfolio due to this purchase was 0.94%. The holding were 26,415 shares as of .
Added: Schwab International Equity ETF (SCHF)Market Street Wealth Management Advisors Llc added to a holding in Schwab International Equity ETF by 216.32%. The purchase prices were between $29.96 and $32.52, with an estimated average price of $31.46. The stock is now traded at around $32.78. The impact to a portfolio due to this purchase was 0.64%. The holding were 25,650 shares as of .
Added: Schwab U.S. Large-Cap ETF (SCHX)Market Street Wealth Management Advisors Llc added to a holding in Schwab U.S. Large-Cap ETF by 78.79%. The purchase prices were between $67.92 and $72.27, with an estimated average price of $70.7. The stock is now traded at around $72.23. The impact to a portfolio due to this purchase was 0.6%. The holding were 16,958 shares as of .
Added: Vanguard Small-Cap ETF (VB)Market Street Wealth Management Advisors Llc added to a holding in Vanguard Small-Cap ETF by 25.25%. The purchase prices were between $148.45 and $160.23, with an estimated average price of $155.06. The stock is now traded at around $155.91. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,118 shares as of .
Here is the complete portfolio of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC. Also check out:
1. MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's Undervalued Stocks
2. MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's Top Growth Companies, and
3. MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's High Yield stocks
4. Stocks that MARKET STREET WEALTH MANAGEMENT ADVISORS LLC keeps buying