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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
 1,333,299 $56,078,562 9.53%
2.
Dimensional Etf Trust
 1,148,337 $54,568,974 9.27%
3.
Dimensional Etf Trust
 847,825 $43,010,167 7.31%
4.
Dimensional Etf Trust
 1,192,398 $39,516,083 6.71%
5.
Spdr Series Trust
 536,261 $35,264,554 5.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)