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Home > Institutional Investor > Market Street Wealth Management Advisors Llc > 13F Holdings

Instuitional Investor - Market Street Wealth Management Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,140,839 $53,482,545 8.97%
2.
Dimensional Etf Trust
 972,182 $49,182,683 8.25%
3.
Dimensional Etf Trust
 1,125,563 $46,451,998 7.79%
4.
Vanguard Charlotte Fds
 873,991 $42,869,271 7.19%
5.
Dimensional Etf Trust
 1,166,198 $39,405,827 6.61%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)