Market Street Wealth Management Advisors LLC Reduced Holdings in Q1 2025

Market Street Wealth Management Advisors LLC

  • $522 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-417K
- 47.67%
$48.33 - $49.5 $20.1M - $20.6M
457K $22.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
-85.7K
- 50.49%
$79.17 - $82.04 $6.78M - $7.03M
84K $6.86M
VUG
Vanguard Growth ETF

ETFs
-1.11K
- 2.16%
$369.1 - $427.61 $411K - $476K
50.4K $18.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.01K
- 0.74%
$64.88 - $72.1 $260K - $289K
536K $35.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-818
- 2.6%
$554.06 - $615.85 $453K - $504K
30.7K $17.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-184
- 0.92%
$360.07 - $417.26 $66.3K - $76.8K
19.8K $7.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-819
- 6.56%
$551.42 - $612.93 $452K - $502K
11.7K $6.52M
VV
Vanguard Large Cap ETF

ETFs
-1.42K
- 14.97%
$253.32 - $282.66 $360K - $402K
8.09K $2.07M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.13K
- 8.64%
$140.44 - $166.79 $159K - $189K
12K $1.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-59
- 0.51%
$507.05 - $563.67 $29.9K - $33.3K
11.4K $5.88M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-544
- 3.77%
$168.16 - $186.21 $91.5K - $101K
13.9K $2.37M
VBR
Vanguard Small Cap Value ETF

ETFs
-463
- 5.4%
$183.02 - $207.75 $84.7K - $96.2K
8.11K $1.5M
VB
Vanguard Small Cap ETF

ETFs
-25
- 0.28%
$217.89 - $252.64 $5.45K - $6.32K
9K $2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-141
- 0.82%
$92.45 - $106.69 $13K - $15K
17.2K $1.59M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-545
- 2.0%
$59.61 - $66.71 $32.5K - $36.4K
26.7K $1.62M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-815
- 18.65%
$96.93 - $109.51 $79K - $89.3K
3.55K $346K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-798
- 15.75%
$77.33 - $90.16 $61.7K - $71.9K
4.27K $333K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-185
- 0.23%
$21.75 - $24.28 $4.02K - $4.49K
80.2K $1.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-294
- 5.77%
$102.49 - $119.96 $30.1K - $35.3K
4.8K $502K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-21
- 0.31%
$96.3 - $112.23 $2.02K - $2.36K
6.76K $656K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-116
- 0.43%
$169.43 - $182.84 $19.7K - $21.2K
26.9K $4.66M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-870
- 23.36%
$97.25 - $104.79 $84.6K - $91.2K
2.86K $296K
EFG
Msci Eafe Growth ETF

ETFs
-1.54K
- 5.98%
$96.1 - $106.37 $148K - $164K
24.2K $2.42M
IYE
Ishares Tr

ETFs
-1.74K
- 27.9%
$45.23 - $49.95 $78.5K - $86.7K
4.49K $221K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-173
- 1.26%
$37.35 - $43.35 $6.46K - $7.5K
13.6K $513K
DGRO
Ishares Core Dividend Growth E

ETFs
-883
- 6.15%
$60.46 - $64.42 $53.4K - $56.9K
13.5K $824K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.59K
- 1.37%
$39.4 - $42.61 $62.7K - $67.8K
114K $4.61M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-489
- 11.23%
$57.21 - $65.8 $28K - $32.2K
3.87K $225K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-62
- 8.39%
$333.37 - $384.99 $20.7K - $23.9K
677 $225K
MBB
Ishares Tr

ETFs
-371
- 10.86%
$90.37 - $94.08 $33.5K - $34.9K
3.05K $285K
IVE
Ishares S&P 500 Value ETF

ETFs
-111
- 0.75%
$185.78 - $198.58 $20.6K - $22K
14.8K $2.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-181
- 7.59%
$126.11 - $135.06 $22.8K - $24.4K
2.2K $280K
VGLT
Vanguard Long Term Treasury Et

ETFs
-579
- 7.63%
$53.99 - $58.43 $31.3K - $33.8K
7.01K $400K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-596
- 4.3%
$49.67 - $51.43 $29.6K - $30.7K
13.3K $677K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.06K
- 2.52%
$50.82 - $52.7 $53.8K - $55.8K
40.9K $2.15M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-148
- 5.29%
$105.1 - $109.61 $15.6K - $16.2K
2.65K $287K
IWD
Ishares Russell 1000 Val ETF

ETFs
-105
- 1.45%
$182.82 - $196.21 $19.2K - $20.6K
7.15K $1.33M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-134
- 2.76%
$128.74 - $138.67 $17.3K - $18.6K
4.71K $633K
EEMV
Ishares Msci Emerging Markets

ETFs
-69
- 0.59%
$57.07 - $59.29 $3.94K - $4.09K
11.5K $672K
Dimensional ETF Trust
-124K
- 12.79%
N/A
848K $0
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-135
- 0.69%
$73.78 - $76.59 $9.96K - $10.3K
19.5K $1.49M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-323
- 0.84%
$42.5 - $46.71 $13.7K - $15.1K
37.9K $1.72M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-30.5K
- 5.97%
$25.1 - $27.85 $767K - $851K
481K $13M
IEFA
Ishares Tr

ETFs
-270
- 1.56%
$69.57 - $78.65 $18.8K - $21.2K
17.1K $1.29M
EFV
Msci Eafe Value ETF

ETFs
-2.17K
- 3.43%
$51.88 - $60.73 $112K - $131K
61K $3.6M
DFAI
Dimensional ETF Tr

ETFs
-288
- 0.2%
$28.88 - $32.4 $8.32K - $9.33K
145K $4.54M
DFIV
Dimensional ETF Tr

ETFs
-29.2K
- 6.38%
$35.33 - $40.77 $1.03M - $1.19M
428K $16.8M
Activity Summary
Buys All Purchases 39 New Holdings 1 Increased Positions 38 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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