0001767601-20-000006.txt : 20201028 0001767601-20-000006.hdr.sgml : 20201028 20201028095236 ACCESSION NUMBER: 0001767601-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201028 DATE AS OF CHANGE: 20201028 EFFECTIVENESS DATE: 20201028 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: 201266475 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 false true 0001767601 XXXXXXXX 09-30-2020 09-30-2020 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

3105 E 98TH STREET SUITE 170 INDIANAPOLIS IN 46280

13F HOLDINGS REPORT 028-19106 N Katie J Fischer 3178701379 Katie J Fischer Indianapolis IN 10-28-2020 0 41 111773 false INFORMATION TABLE 2 20200930_filing13f.xml ISHARES TR CORE S&P SCP ETF 464287804 1180 16796 SH SOLE 0 0 16796 ISHARES TR SP SMCP600VL ETF 464287879 3322 27133 SH SOLE 0 0 27133 ISHARES TR S&P 500 VAL ETF 464287408 3146 27980 SH SOLE 0 0 27980 ISHARES TR CORE S&P500 ETF 464287200 19131 56927 SH SOLE 0 0 56927 ISHARES TR S&P 500 GRWT ETF 464287309 1374 5948 SH SOLE 0 0 5948 ISHARES TR RUS 1000 VAL ETF 464287598 1573 13314 SH SOLE 0 0 13314 ISHARES TR RUS 1000 GRW ETF 464287614 6608 30468 SH SOLE 0 0 30468 ISHARES TR RUSSELL 2000 ETF 464287655 416 2775 SH SOLE 0 0 2775 ISHARES TR U.S. REAL ES ETF 464287739 1258 15761 SH SOLE 0 0 15761 SPDR S&P 500 ETF TR TR UNIT 78462F103 3059 9134 SH SOLE 0 0 9134 AMAZON COM INC COM 023135106 390 124 SH SOLE 0 0 124 MICROSOFT CORP COM 594918104 334 1590 SH SOLE 0 0 1590 SPDR SER TR S&P 600 SMCP VAL 78464A300 1416 28276 SH SOLE 0 0 28276 COSTCO WHSL CORP NEW COM 22160K105 764 2153 SH SOLE 0 0 2153 LILLY ELI & CO COM 532457108 664 4488 SH SOLE 0 0 4488 PROCTER AND GAMBLE CO COM 742718109 387 2786 SH SOLE 0 0 2786 DUKE ENERGY CORP NEW COM NEW 26441C204 320 3619 SH SOLE 0 0 3619 APPLE INC COM 037833100 940 8113 SH SOLE 0 0 8113 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5125 47404 SH SOLE 0 0 47404 SIMON PPTY GROUP INC NEW COM 828806109 205 3163 SH SOLE 0 0 3163 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 458 10600 SH SOLE 0 0 10600 ISHARES TR CORE US AGGBD ET 464287226 238 2015 SH SOLE 0 0 2015 VANGUARD INDEX FDS VALUE ETF 922908744 15364 147007 SH SOLE 0 0 147007 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4232 38257 SH SOLE 0 0 38257 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 488 6175 SH SOLE 0 0 6175 VANGUARD INDEX FDS SMALL CP ETF 922908751 3069 19956 SH SOLE 0 0 19956 SPDR SER TR S&P DIVID ETF 78464A763 1840 19919 SH SOLE 0 0 19919 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 5659 49736 SH SOLE 0 0 49736 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 516 4404 SH SOLE 0 0 4404 ISHARES TR EAFE SML CP ETF 464288273 4147 70297 SH SOLE 0 0 70297 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 507 17056 SH SOLE 0 0 17056 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1552 49424 SH SOLE 0 0 49424 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3145 39009 SH SOLE 0 0 39009 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3727 54553 SH SOLE 0 0 54553 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1755 33632 SH SOLE 0 0 33632 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2081 77749 SH SOLE 0 0 77749 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 670 13016 SH SOLE 0 0 13016 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1245 22204 SH SOLE 0 0 22204 ISHARES INC CORE MSCI EMKT 46434G103 4842 91713 SH SOLE 0 0 91713 ISHARES TR CORE MSCI EAFE 46432F842 1859 30835 SH SOLE 0 0 30835 ISHARES TR CORE DIV GRWTH 46434V621 2767 69552 SH SOLE 0 0 69552