Market Street Wealth Management Advisors Llc Buys Invesco FTSE RAFI US 1000 ETF, ISHARES INC, VANGUARD INDEX FDS, Sells iShares MSCI EAFE Small-Cap ETF, ISHARES TRUST, SCHWAB STRATEGIC T

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Investment company Market Street Wealth Management Advisors Llc (Current Portfolio) buys Invesco FTSE RAFI US 1000 ETF, ISHARES INC, VANGUARD INDEX FDS, sells iShares MSCI EAFE Small-Cap ETF, ISHARES TRUST, SCHWAB STRATEGIC T, Vanguard Short-Term Inflation-Protected Securities, Berkshire Hathaway Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Market Street Wealth Management Advisors Llc. As of 2020Q3, Market Street Wealth Management Advisors Llc owns 40 stocks with a total value of $111 million. These are the details of the buys and sells.

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
  1. ISHARES TRUST (IVV) - 56,927 shares, 17.19% of the total portfolio. Shares reduced by 0.22%
  2. VANGUARD INDEX FDS (VTV) - 147,007 shares, 13.81% of the total portfolio. Shares added by 12.14%
  3. ISHARES TRUST (IWF) - 30,468 shares, 5.94% of the total portfolio. Shares reduced by 4.99%
  4. Invesco FTSE RAFI US 1000 ETF (PRF) - 49,736 shares, 5.09% of the total portfolio. New Position
  5. Invesco S P 500 Equal Weight ETF (RSP) - 47,404 shares, 4.61% of the total portfolio. Shares reduced by 10.09%
New Purchase: Invesco FTSE RAFI US 1000 ETF (PRF)

Market Street Wealth Management Advisors Llc initiated holding in Invesco FTSE RAFI US 1000 ETF. The purchase prices were between $107.02 and $121.04, with an estimated average price of $114.39. The stock is now traded at around $112.44. The impact to a portfolio due to this purchase was 5.09%. The holding were 49,736 shares as of .

Added: ISHARES INC (IEMG)

Market Street Wealth Management Advisors Llc added to a holding in ISHARES INC by 66.77%. The purchase prices were between $48.22 and $54.44, with an estimated average price of $52.43. The stock is now traded at around $53.72. The impact to a portfolio due to this purchase was 1.74%. The holding were 91,713 shares as of .

Added: VANGUARD INDEX FDS (VNQ)

Market Street Wealth Management Advisors Llc added to a holding in VANGUARD INDEX FDS by 73.31%. The purchase prices were between $76.31 and $83.64, with an estimated average price of $80.3. The stock is now traded at around $76.25. The impact to a portfolio due to this purchase was 0.19%. The holding were 6,175 shares as of .

Sold Out: SCHWAB STRATEGIC T (SCHH)

Market Street Wealth Management Advisors Llc sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $33.98 and $37.45, with an estimated average price of $36.

Sold Out: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Market Street Wealth Management Advisors Llc sold out a holding in Vanguard Short-Term Inflation-Protected Securities. The sale prices were between $50.18 and $51.11, with an estimated average price of $50.72.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Market Street Wealth Management Advisors Llc sold out a holding in Berkshire Hathaway Inc. The sale prices were between $177.99 and $221.68, with an estimated average price of $204.37.



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