1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Market Street Wealth Management Advisors Llc Buys Vanguard Value, iShares Core S&P 500, iShares MSCI EAFE Small-Cap ETF

Investment company Market Street Wealth Management Advisors Llc buys Vanguard Value, iShares Core S&P 500, iShares MSCI EAFE Small-Cap ETF, iShares S&P SmallCap 600 Value, iShares Core S&P Small-Cap, Schwab International Equity, iShares Russell Mid-cap Value, iShares Core MSCI Total International Stock ETF, Schwab US Aggregate Bond, Schwab U.S. Large-Cap, Schwab U.S. Small-Cap, iShares U.S. Real Estate during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Market Street Wealth Management Advisors Llc. As of 2019Q1, Market Street Wealth Management Advisors Llc owns 32 stocks with a total value of $81 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. Invesco S&P 500 Equal Weight (RSP) - 109,048 shares, 13.99% of the total portfolio. Shares reduced by 6.26%
  2. iShares Russell 1000 Growth (IWF) - 63,547 shares, 11.82% of the total portfolio. Shares reduced by 6.76%
  3. iShares Core S&P 500 (IVV) - 29,191 shares, 10.21% of the total portfolio. Shares added by 26.57%
  4. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 168,205 shares, 10.06% of the total portfolio. Shares reduced by 11.57%
  5. Vanguard Value (VTV) - 59,619 shares, 7.89% of the total portfolio. Shares added by 52.61%
New Purchase: Schwab International Equity (SCHF)

Market Street Wealth Management Advisors Llc initiated holding in Schwab International Equity. The purchase prices were between $28.07 and $31.69, with an estimated average price of $30.45. The stock is now traded at around $32.10. The impact to a portfolio due to this purchase was 0.29%. The holding were 7,570 shares as of .

New Purchase: iShares Russell Mid-cap Value (IWS)

Market Street Wealth Management Advisors Llc initiated holding in iShares Russell Mid-cap Value. The purchase prices were between $75.3 and $87.47, with an estimated average price of $84.22. The stock is now traded at around $89.30. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,316 shares as of .

Added: Vanguard Value (VTV)

Market Street Wealth Management Advisors Llc added to a holding in Vanguard Value by 52.61%. The purchase prices were between $96.19 and $109.3, with an estimated average price of $105.18. The stock is now traded at around $109.75. The impact to a portfolio due to this purchase was 2.72%. The holding were 59,619 shares as of .

Added: iShares Core S&P 500 (IVV)

Market Street Wealth Management Advisors Llc added to a holding in iShares Core S&P 500 by 26.57%. The purchase prices were between $245.43 and $286.57, with an estimated average price of $273.1. The stock is now traded at around $291.51. The impact to a portfolio due to this purchase was 2.14%. The holding were 29,191 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Market Street Wealth Management Advisors Llc added to a holding in iShares MSCI EAFE Small-Cap ETF by 35.15%. The purchase prices were between $51.31 and $58.06, with an estimated average price of $55.94. The stock is now traded at around $59.22. The impact to a portfolio due to this purchase was 1.17%. The holding were 63,453 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 26.88%. The purchase prices were between $131.1 and $157.17, with an estimated average price of $147.58. The stock is now traded at around $152.34. The impact to a portfolio due to this purchase was 0.9%. The holding were 23,417 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

Market Street Wealth Management Advisors Llc added to a holding in iShares Core S&P Small-Cap by 23.51%. The purchase prices were between $68.34 and $81.18, with an estimated average price of $76.72. The stock is now traded at around $79.26. The impact to a portfolio due to this purchase was 0.5%. The holding were 27,746 shares as of .

Added: iShares Core MSCI Total International Stock ETF (IXUS)

Market Street Wealth Management Advisors Llc added to a holding in iShares Core MSCI Total International Stock ETF by 32.07%. The purchase prices were between $51.94 and $58.78, with an estimated average price of $56.44. The stock is now traded at around $59.53. The impact to a portfolio due to this purchase was 0.24%. The holding were 13,590 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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK