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| Name: |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
| City: |
INDIANAPOLIS |
| State: |
IN |
| Zip: |
46280 |
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data |
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| Holdings
Found :
8 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
COST |
Costco Wholesale Corp |
42 |
- |
$796.34 |
$1,607,000 |
2,193 |
0.28% |
159,000 |
0 |
0 |
Discount, Variety Stores |
|
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VWO |
Vanguard Emerging Markets S... |
43 |
- |
$44.06 |
$1,597,000 |
38,223 |
0.28% |
26,000 |
0 |
0 |
Closed - End Fund - E... |
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SCHV |
Schwab Strategic Trust |
50 |
- |
$74.23 |
$949,000 |
12,496 |
0.17% |
73,000 |
0 |
0.01 |
Closed - End Fund - Debt |
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WCC |
WESCO International |
66 |
- |
$186.62 |
$611,000 |
3,569 |
0.11% |
-10,000 |
0 |
0.007 |
Electronics Wholesale |
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IWM |
iShares Tr Russell 2000 Indx |
79 |
- |
$203.19 |
$432,000 |
2,053 |
0.08% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
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TIP |
iShares Lehman TIPS Bond |
80 |
- |
$106.31 |
$430,000 |
4,007 |
0.08% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
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JQUA |
Jpmorgan Us Quality Factor Etf |
89 |
- |
$0.00 |
$246,000 |
4,655 |
0.04% |
23,000 |
0 |
0.005 |
N/A |
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VXUS |
Vanguard Total Internationa... |
91 |
- |
$61.15 |
$239,000 |
3,966 |
0.04% |
9,000 |
0 |
0.003 |
Closed - End Fund - E... |
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