| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 18.0% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 14.0% |
| INVESCO EXCHANGE TRADED FD T | 20 | Q3 2023 | 15.5% |
| ISHARES TR | 20 | Q3 2023 | 10.0% |
| INVESCO EXCHANGE TRADED FD T | 20 | Q3 2023 | 11.9% |
| ISHARES TR | 20 | Q3 2023 | 3.9% |
| SPDR SER TR | 20 | Q3 2023 | 6.8% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 2.8% |
| ISHARES TR | 20 | Q3 2023 | 3.3% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.9% |
View MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-19 |
View MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.