- New Purchases: IEMG, SPG,
- Added Positions: VTV, IJS, IVV, SCHF, SCHA, VB, IYR, SCHZ, SCHE, SCHX, SPY, SCHO, SCHH, AAPL,
- Reduced Positions: SCZ, VTIP, IWF, RSP, SDY, VBR, IVW, DGRO, IJR, PRFZ, IWM, SCHV, VNQ,
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 (IVV) - 57,052 shares, 17.13% of the total portfolio. Shares added by 4.34%
- Vanguard Value (VTV) - 131,093 shares, 12.66% of the total portfolio. Shares added by 21.69%
- iShares Russell 1000 Growth (IWF) - 32,069 shares, 5.97% of the total portfolio. Shares reduced by 18.39%
- iShares MSCI EAFE Small-Cap ETF (SCZ) - 104,578 shares, 5.44% of the total portfolio. Shares reduced by 28.96%
- Invesco S&P 500 Equal Weight (RSP) - 52,721 shares, 5.20% of the total portfolio. Shares reduced by 15.21%
Market Street Wealth Management Advisors Llc initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $50.98. The impact to a portfolio due to this purchase was 2.54%. The holding were 54,994 shares as of .
New Purchase: Simon Property Group Inc (SPG)Market Street Wealth Management Advisors Llc initiated holding in Simon Property Group Inc. The purchase prices were between $44.01 and $95.5, with an estimated average price of $62.57. The stock is now traded at around $62.57. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,163 shares as of .
Added: Vanguard Value (VTV)Market Street Wealth Management Advisors Llc added to a holding in Vanguard Value by 21.69%. The purchase prices were between $85.23 and $110.16, with an estimated average price of $97.96. The stock is now traded at around $103.73. The impact to a portfolio due to this purchase was 2.26%. The holding were 131,093 shares as of .
Added: iShares S&P SmallCap 600 Value (IJS)Market Street Wealth Management Advisors Llc added to a holding in iShares S&P SmallCap 600 Value by 37.01%. The purchase prices were between $90.17 and $137.99, with an estimated average price of $111.52. The stock is now traded at around $122.53. The impact to a portfolio due to this purchase was 0.92%. The holding were 29,057 shares as of .
Added: Schwab International Equity (SCHF)Market Street Wealth Management Advisors Llc added to a holding in Schwab International Equity by 81.57%. The purchase prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $30.91. The impact to a portfolio due to this purchase was 0.64%. The holding were 49,059 shares as of .
Added: iShares U.S. Real Estate (IYR)Market Street Wealth Management Advisors Llc added to a holding in iShares U.S. Real Estate by 36.75%. The purchase prices were between $63.82 and $86.25, with an estimated average price of $75.3. The stock is now traded at around $78.82. The impact to a portfolio due to this purchase was 0.33%. The holding were 16,057 shares as of .
Added: Schwab US Aggregate Bond (SCHZ)Market Street Wealth Management Advisors Llc added to a holding in Schwab US Aggregate Bond by 35.60%. The purchase prices were between $54.27 and $56.24, with an estimated average price of $55.62. The stock is now traded at around $56.48. The impact to a portfolio due to this purchase was 0.3%. The holding were 21,034 shares as of .
Added: Schwab Short-Term U.S. Treasury (SCHO)Market Street Wealth Management Advisors Llc added to a holding in Schwab Short-Term U.S. Treasury by 20.74%. The purchase prices were between $51.53 and $51.73, with an estimated average price of $51.64. The stock is now traded at around $51.59. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,440 shares as of .
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