0001767601-19-000003.txt : 20190212 0001767601-19-000003.hdr.sgml : 20190212 20190212085259 ACCESSION NUMBER: 0001767601-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190212 DATE AS OF CHANGE: 20190212 EFFECTIVENESS DATE: 20190212 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: 19587814 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 12-31-2018 12-31-2018 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
3105 E 98TH STREET SUITE 170 INDIANAPOLIS IN 46280
13F HOLDINGS REPORT 028-19106 N
Katie J Fischer Chief Compliance Officer 317-870-1379 Katie J Fischer Indianapolis IN 02-12-2019 0 32 89565 false
INFORMATION TABLE 2 20181231_filing13f.xml ISHARES TR RUS 1000 GRW ETF 464287614 8922 68152 SH SOLE 0 0 68152 ISHARES TR S&P 500 VAL ETF 464287408 1811 17905 SH SOLE 0 0 17905 LILLY ELI & CO COM 532457108 1398 12084 SH SOLE 0 0 12084 ISHARES TR CORE MSCI TOTAL 46432F834 541 10290 SH SOLE 0 0 10290 ISHARES TR CORE S&P500 ETF 464287200 5803 23063 SH SOLE 0 0 23063 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1228 22636 SH SOLE 0 0 22636 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 354 1735 SH SOLE 0 0 1735 DUKE ENERGY CORP NEW COM NEW 26441C204 321 3714 SH SOLE 0 0 3714 ISHARES TR CORE S&P SCP ETF 464287804 1557 22464 SH SOLE 0 0 22464 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 13873 136585 SH SOLE 0 0 136585 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 794 6984 SH SOLE 0 0 6984 ISHARES TR NORTH AMERN NAT 464287374 3205 117910 SH SOLE 0 0 117910 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 304 6011 SH SOLE 0 0 6011 ISHARES TR EAFE SML CP ETF 464288273 2433 46951 SH SOLE 0 0 46951 INVESCO EXCHNG TRADED FD TR FTSE RAFI SML 46138E735 4468 162133 SH SOLE 0 0 162133 VANGUARD INDEX FDS VALUE ETF 922908744 3826 39065 SH SOLE 0 0 39065 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 10633 116333 SH SOLE 0 0 116333 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 438 7217 SH SOLE 0 0 7217 ISHARES TR SP SMCP600VL ETF 464287879 2433 18456 SH SOLE 0 0 18456 ISHARES TR U.S. REAL ES ETF 464287739 349 4664 SH SOLE 0 0 4664 PROCTER AND GAMBLE CO COM 742718109 275 2987 SH SOLE 0 0 2987 ISHARES TR RUSSELL 2000 ETF 464287655 486 3630 SH SOLE 0 0 3630 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 392 6573 SH SOLE 0 0 6573 ISHARES TR RUS 1000 VAL ETF 464287598 1823 16414 SH SOLE 0 0 16414 VANGUARD WORLD FDS MATERIALS ETF 92204A801 3124 28191 SH SOLE 0 0 28191 SPDR SERIES TRUST S&P DIVID ETF 78464A763 6065 67754 SH SOLE 0 0 67754 SPDR S&P 500 ETF TR TR UNIT 78462F103 1495 5983 SH SOLE 0 0 5983 GENERAL ELECTRIC CO COM 369604103 80 10613 SH SOLE 0 0 10613 ISHARES TR S&P 500 GRWT ETF 464287309 1223 8117 SH SOLE 0 0 8117 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9115 190206 SH SOLE 0 0 190206 APPLE INC COM 037833100 273 1733 SH SOLE 0 0 1733 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 523 5493 SH SOLE 0 0 5493