0001767601-20-000005.txt : 20200717 0001767601-20-000005.hdr.sgml : 20200717 20200717110102 ACCESSION NUMBER: 0001767601-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200717 DATE AS OF CHANGE: 20200717 EFFECTIVENESS DATE: 20200717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CENTRAL INDEX KEY: 0001767601 IRS NUMBER: 352081966 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19106 FILM NUMBER: 201033063 BUSINESS ADDRESS: STREET 1: 3105 E 98TH STREET STREET 2: SUITE 170 CITY: INDIANAPOLIS STATE: IN ZIP: 46280 BUSINESS PHONE: 3175520505 MAIL ADDRESS: STREET 1: 3105 E 98TH STREET STREET 2: SUITE 170 CITY: INDIANAPOLIS STATE: IN ZIP: 46280 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001767601 XXXXXXXX 06-30-2020 06-30-2020 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

3105 E 98TH STREET SUITE 170 INDIANAPOLIS IN 46280

13F HOLDINGS REPORT 028-19106 N Katie Fischer 3178701379 Katie J FIscher Indianapolis IN 07-17-2020 0 44 109564 false INFORMATION TABLE 2 20200630_filing13f.xml ISHARES TR CORE S&P SCP ETF 464287804 1184 17335 SH SOLE 0 0 17335 ISHARES TR SP SMCP600VL ETF 464287879 3498 29057 SH SOLE 0 0 29057 ISHARES TR S&P 500 VAL ETF 464287408 3457 31946 SH SOLE 0 0 31946 ISHARES TR CORE S&P500 ETF 464287200 17668 57052 SH SOLE 0 0 57052 ISHARES TR S&P 500 GRWT ETF 464287309 1234 5948 SH SOLE 0 0 5948 ISHARES TR RUS 1000 VAL ETF 464287598 1499 13314 SH SOLE 0 0 13314 ISHARES TR RUS 1000 GRW ETF 464287614 6156 32069 SH SOLE 0 0 32069 ISHARES TR RUSSELL 2000 ETF 464287655 699 4884 SH SOLE 0 0 4884 ISHARES TR U.S. REAL ES ETF 464287739 1265 16057 SH SOLE 0 0 16057 SPDR S&P 500 ETF TR TR UNIT 78462F103 3020 9795 SH SOLE 0 0 9795 AMAZON COM INC COM 023135106 337 122 SH SOLE 0 0 122 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 350 1960 SH SOLE 0 0 1960 MICROSOFT CORP COM 594918104 332 1630 SH SOLE 0 0 1630 SPDR SER TR S&P 600 SMCP VAL 78464A300 1681 34224 SH SOLE 0 0 34224 COSTCO WHSL CORP NEW COM 22160K105 653 2153 SH SOLE 0 0 2153 LILLY ELI & CO COM 532457108 737 4488 SH SOLE 0 0 4488 PROCTER AND GAMBLE CO COM 742718109 333 2786 SH SOLE 0 0 2786 DUKE ENERGY CORP NEW COM NEW 26441C204 289 3619 SH SOLE 0 0 3619 APPLE INC COM 037833100 742 2033 SH SOLE 0 0 2033 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5365 52721 SH SOLE 0 0 52721 SIMON PPTY GROUP INC NEW COM 828806109 216 3163 SH SOLE 0 0 3163 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 420 10600 SH SOLE 0 0 10600 ISHARES TR CORE US AGGBD ET 464287226 234 1978 SH SOLE 0 0 1978 VANGUARD INDEX FDS VALUE ETF 922908744 13056 131093 SH SOLE 0 0 131093 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4261 39854 SH SOLE 0 0 39854 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 280 3563 SH SOLE 0 0 3563 VANGUARD INDEX FDS SMALL CP ETF 922908751 3281 22514 SH SOLE 0 0 22514 SPDR SER TR S&P DIVID ETF 78464A763 1955 21432 SH SOLE 0 0 21432 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 5800 53553 SH SOLE 0 0 53553 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 494 4421 SH SOLE 0 0 4421 ISHARES TR EAFE SML CP ETF 464288273 5607 104578 SH SOLE 0 0 104578 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 600 21873 SH SOLE 0 0 21873 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1460 49059 SH SOLE 0 0 49059 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3356 45284 SH SOLE 0 0 45284 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3476 53200 SH SOLE 0 0 53200 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1947 38851 SH SOLE 0 0 38851 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2018 82872 SH SOLE 0 0 82872 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 642 12440 SH SOLE 0 0 12440 SCHWAB STRATEGIC TR US REIT ETF 808524847 430 12215 SH SOLE 0 0 12215 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1183 21034 SH SOLE 0 0 21034 ISHARES INC CORE MSCI EMKT 46434G103 2618 54994 SH SOLE 0 0 54994 ISHARES TR CORE MSCI EAFE 46432F842 1889 33046 SH SOLE 0 0 33046 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 414 8252 SH SOLE 0 0 8252 ISHARES TR CORE DIV GRWTH 46434V621 3428 91180 SH SOLE 0 0 91180