Market Street Wealth Management Advisors LLC Portfolio Holdings
Market Street Wealth Management Advisors LLC
- $507 Million
- Q1 2024
Market Street Wealth Management Advisors LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $507 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $47.8M, Dimensional ETF Tr Core Fxd In with a value of $42.7M, Vanguard Total International B with a value of $37.9M, Dimensional ETF Tr Dimensional with a value of $36.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $33.4M.
Examining the 13F form we can see an increase of $39.2M in the current position value, from $467M to 507M.
Below you can find more details about Market Street Wealth Management Advisors LLC portfolio as well as his latest detailed transactions.