- New Purchases: PRF,
- Added Positions: IEMG, VTV, VNQ, SCHA, SCHZ, SCHO, AMZN, AGG,
- Reduced Positions: SCZ, DGRO, RSP, SCHX, IVE, VB, IWF, IWM, SLYV, SCHV, IJS, SPY, VBR, SDY, SCHE, IEFA, IJR, IYR, MSFT,
- Sold Out: SCHH, VTIP, BRK.B,
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 TRUST (IVV) - 56,927 shares, 17.19% of the total portfolio. Shares reduced by 0.22%
- VANGUARD INDEX FDS (VTV) - 147,007 shares, 13.81% of the total portfolio. Shares added by 12.14%
- ISHARES TRUST (IWF) - 30,468 shares, 5.94% of the total portfolio. Shares reduced by 4.99%
- Invesco FTSE RAFI US 1000 ETF (PRF) - 49,736 shares, 5.09% of the total portfolio. New Position
- Invesco S P 500 Equal Weight ETF (RSP) - 47,404 shares, 4.61% of the total portfolio. Shares reduced by 10.09%
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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