0001767601-21-000002.txt : 20210125 0001767601-21-000002.hdr.sgml : 20210125 20210125115134 ACCESSION NUMBER: 0001767601-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210125 DATE AS OF CHANGE: 20210125 EFFECTIVENESS DATE: 20210125 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: 21548758 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 false 0001767601 XXXXXXXX 12-31-2020 12-31-2020 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 01-25-2021 0 43 128140 false INFORMATION TABLE 2 20201231_filing13f.xml ISHARES TR CORE S&P SCP ETF 464287804 1481 16115 SH SOLE 0 0 16115 ISHARES TR SP SMCP600VL ETF 464287879 4191 51545 SH SOLE 0 0 51545 ISHARES TR S&P 500 VAL ETF 464287408 3342 26103 SH SOLE 0 0 26103 ISHARES TR CORE S&P500 ETF 464287200 21800 58072 SH SOLE 0 0 58072 ISHARES TR S&P 500 GRWT ETF 464287309 1518 23790 SH SOLE 0 0 23790 ISHARES TR RUS 1000 VAL ETF 464287598 1614 11803 SH SOLE 0 0 11803 ISHARES TR RUS 1000 GRW ETF 464287614 7304 30290 SH SOLE 0 0 30290 ISHARES TR RUSSELL 2000 ETF 464287655 544 2775 SH SOLE 0 0 2775 ISHARES TR U.S. REAL ES ETF 464287739 1350 15761 SH SOLE 0 0 15761 SPDR S&P 500 ETF TR TR UNIT 78462F103 3125 8359 SH SOLE 0 0 8359 AMAZON COM INC COM 023135106 326 100 SH SOLE 0 0 100 MICROSOFT CORP COM 594918104 357 1605 SH SOLE 0 0 1605 SPDR SER TR S&P 600 SMCP VAL 78464A300 1835 27718 SH SOLE 0 0 27718 COSTCO WHSL CORP NEW COM 22160K105 811 2153 SH SOLE 0 0 2153 LILLY ELI & CO COM 532457108 758 4488 SH SOLE 0 0 4488 PROCTER AND GAMBLE CO COM 742718109 388 2786 SH SOLE 0 0 2786 DUKE ENERGY CORP NEW COM NEW 26441C204 320 3494 SH SOLE 0 0 3494 APPLE INC COM 037833100 1077 8113 SH SOLE 0 0 8113 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5842 45809 SH SOLE 0 0 45809 SIMON PPTY GROUP INC NEW COM 828806109 224 2630 SH SOLE 0 0 2630 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 503 10032 SH SOLE 0 0 10032 ISHARES TR CORE US AGGBD ET 464287226 237 2006 SH SOLE 0 0 2006 PRICE T ROWE GROUP INC COM 74144T108 209 1382 SH SOLE 0 0 1382 VANGUARD INDEX FDS VALUE ETF 922908744 17995 151273 SH SOLE 0 0 151273 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5254 36948 SH SOLE 0 0 36948 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 525 6176 SH SOLE 0 0 6176 VANGUARD INDEX FDS SMALL CP ETF 922908751 3858 19815 SH SOLE 0 0 19815 WESCO INTL INC COM 95082P105 249 3169 SH SOLE 0 0 3169 SPDR SER TR S&P DIVID ETF 78464A763 1975 18645 SH SOLE 0 0 18645 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 6337 47573 SH SOLE 0 0 47573 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 644 4269 SH SOLE 0 0 4269 ISHARES TR EAFE SML CP ETF 464288273 3691 54004 SH SOLE 0 0 54004 INVESCO EXCH TRADED FD TR II FTSE RAFI SML 46138E735 476 13770 SH SOLE 0 0 13770 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1829 50801 SH SOLE 0 0 50801 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3021 33212 SH SOLE 0 0 33212 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4962 55752 SH SOLE 0 0 55752 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1633 27437 SH SOLE 0 0 27437 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2351 76706 SH SOLE 0 0 76706 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 683 13281 SH SOLE 0 0 13281 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1282 22875 SH SOLE 0 0 22875 ISHARES INC CORE MSCI EMKT 46434G103 7068 113923 SH SOLE 0 0 113923 ISHARES TR CORE MSCI EAFE 46432F842 1984 28712 SH SOLE 0 0 28712 ISHARES TR CORE DIV GRWTH 46434V621 3167 70651 SH SOLE 0 0 70651