HoldingsChannel.com
Market Street Wealth Management Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 54,677 +4,155 $14,128
     IVV54,677+4,155$14,128
VANGUARD INDEX FDS (VTV) 107,728 -8,457 $9,594
     VTV107,728-8,457$9,594
ISHARES TR (SCZ) 147,212 +14,654 $6,600
     SCZ147,212+14,654$6,600
INVESCO EXCHANGE TRADED FD T (PRF) 66,488 -25,610 $6,146
     PRF66,488-25,610$6,146
ISHARES TR (IWF) 39,297 -5,746 $5,920
     IWF39,297-5,746$5,920
INVESCO EXCHANGE TRADED FD T (RSP) 62,181 -15,330 $5,224
     RSP62,181-15,330$5,224
VANGUARD INDEX FDS (VBR) 42,549 +33,461 $3,778
     VBR42,549+33,461$3,778
ISHARES TR (DGRO) 96,351 +96,351 $3,140
     DGRO96,351+96,351$3,140
ISHARES TR (IVE) 31,980 +15,940 $3,078
     IVE31,980+15,940$3,078
SCHWAB STRATEGIC TR 41,778 +23,799 $2,559
     SCHX41,778+23,799$2,559
SCHWAB STRATEGIC TR 45,940 +19,543 $2,367
     SCHA45,940+19,543$2,367
VANGUARD INDEX FDS (VB) 20,131 +18,011 $2,324
     VB20,131+18,011$2,324
SPDR S&P 500 ETF TR (SPY) 8,983 +4,371 $2,315
     SPY8,983+4,371$2,315
SPDR SER TR (SDY) 27,855 -11,229 $2,224
     SDY27,855-11,229$2,224
ISHARES TR (IJS) 21,208 -5,162 $2,120
     IJS21,208-5,162$2,120
VANGUARD MALVERN FDS (VTIP) 43,466 -40,249 $2,118
     VTIP43,466-40,249$2,118
SCHWAB STRATEGIC TR 39,318 +28,752 $1,741
     SCHV39,318+28,752$1,741
ISHARES TR (IEFA) 33,209 +33,209 $1,657
     IEFA33,209+33,209$1,657
SCHWAB STRATEGIC TR 70,631 +51,825 $1,461
     SCHE70,631+51,825$1,461
SPDR SER TR (SLYV) 34,224 +34,224 $1,398
     SLYV34,224+34,224$1,398
ISHARES TR (IWD) 13,314 -475 $1,320
     IWD13,314-475$1,320
ISHARES TR (IVW) 7,135 -63 $1,178
     IVW7,135-63$1,178
INVESCO EXCHANGE TRADED FD T (PDN) 47,686 -44,241 $1,101
     PDN47,686-44,241$1,101
ISHARES TR (IJR) 18,064 -13,523 $1,014
     IJR18,064-13,523$1,014
SCHWAB STRATEGIC TR 15,512 +4,625 $842
     SCHZ15,512+4,625$842
ISHARES TR (IYR) 11,742 +7,054 $817
     IYR11,742+7,054$817
SCHWAB STRATEGIC TR 27,019 -2,635 $698
     SCHF27,019-2,635$698
LILLY ELI & CO 4,488 -848 $623
     LLY4,488-848$623
COSTCO WHSL CORP NEW 2,150 UNCH $613
     COST2,150UNCH$613
ISHARES TR (IWM) 5,210 +1,877 $596
     IWM5,210+1,877$596
SCHWAB STRATEGIC TR 10,303 +10,303 $533
     SCHO10,303+10,303$533
APPLE INC 1,969 +217 $501
     AAPL1,969+217$501
INVESCO EXCHANGE TRADED FD T (PRFZ) 4,871 -1,264 $436
     PRFZ4,871-1,264$436
BERKSHIRE HATHAWAY INC DEL      $358
     BRK.B1,960+225$358
VANGUARD INTL EQUITY INDEX F (VWO) 10,643 +10,643 $357
     VWO10,643+10,643$357
SCHWAB STRATEGIC TR 10,264 +10,264 $336
     SCHH10,264+10,264$336
PROCTER & GAMBLE CO 2,814 -66 $310
     PG2,814-66$310
DUKE ENERGY CORP NEW 3,619 +30 $293
     DUK3,619+30$293
MICROSOFT CORP 1,630 +1,630 $257
     MSFT1,630+1,630$257
VANGUARD INDEX FDS (VNQ) 3,630 +3,630 $254
     VNQ3,630+3,630$254
AMAZON COM INC 122 +122 $238
     AMZN122+122$238

See Full List: All Stocks Held By Market Street Wealth Management Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Market Street Wealth Management Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $92,795
At 12/31/2019: $109,597

Market Street Wealth Management Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Market Street Wealth Management Advisors LLC 13F filings. Link to 13F filings: SEC filings

Market Street Wealth Management Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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