# EDGAR Filing Document

**Accession Number:** 0001767601
**File Stem:** 0001767601-23-000001
**Filing Date:** 2023-1
**Character Count:** 12984
**Document Hash:** 59c2419ab32a5683757c0b7f87451cea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001767601-23-000001.hdr.sgml**: 20230123

**ACCESSION NUMBER**: 0001767601-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230123

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230123

**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:** 23542398

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MARKET STREET WEALTH MANAGEMENT ADVISORS LLC<br>**Address:** 3105 E 98TH STREET<br>SUITE 170<br>INDIANAPOLIS, IN 46280

**Form 13F File Number:** 028-19106

**CRD Number (if applicable):** 000122212

**SEC File Number (if applicable):** 801-62577

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Katie Fischer<br>**Title:** Chief Compliance Officer<br>**Phone:** 317-870-1379

**Signature, Place, and Date of Signing:**

Katie Fischer  Indianapolis, IN  01-20-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $345215479

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 1308970 | 10074 | SH |  | SOLE |  | 0 | 0 | 10074 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 986497 | 2161 | SH |  | SOLE |  | 0 | 0 | 2161 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 3569930 | 142569 | SH |  | SOLE |  | 0 | 0 | 142569 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 1612837 | 73478 | SH |  | SOLE |  | 0 | 0 | 73478 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 1875616 | 45076 | SH |  | SOLE |  | 0 | 0 | 45076 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 13565973 | 265219 | SH |  | SOLE |  | 0 | 0 | 265219 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 21516694 | 707786 | SH |  | SOLE |  | 0 | 0 | 707786 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 330005 | 15278 | SH |  | SOLE |  | 0 | 0 | 15278 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 7311292 | 177631 | SH |  | SOLE |  | 0 | 0 | 177631 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 3063052 | 66458 | SH |  | SOLE |  | 0 | 0 | 66458 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 31146574 | 750158 | SH |  | SOLE |  | 0 | 0 | 750158 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 344281 | 3343 | SH |  | SOLE |  | 0 | 0 | 3343 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 4879396 | 31450 | SH |  | SOLE |  | 0 | 0 | 31450 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 5158036 | 36517 | SH |  | SOLE |  | 0 | 0 | 36517 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 |  | 592416 | 3740 | SH |  | SOLE |  | 0 | 0 | 3740 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 307205 | 6578 | SH |  | SOLE |  | 0 | 0 | 6578 |
| ISHARES INC | MSCI EMERG MRKT | 464286533 |  | 9991109 | 188334 | SH |  | SOLE |  | 0 | 0 | 188334 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1595148 | 70209 | SH |  | SOLE |  | 0 | 0 | 70209 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 529761 | 5464 | SH |  | SOLE |  | 0 | 0 | 5464 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 1272128 | 35084 | SH |  | SOLE |  | 0 | 0 | 35084 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 2954989 | 40985 | SH |  | SOLE |  | 0 | 0 | 40985 |
| ISHARES TR | ESG ADV TTL USD | 46436E619 |  | 239147 | 5667 | SH |  | SOLE |  | 0 | 0 | 5667 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 1810163 | 31274 | SH |  | SOLE |  | 0 | 0 | 31274 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1923693 | 31209 | SH |  | SOLE |  | 0 | 0 | 31209 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 5687373 | 38973 | SH |  | SOLE |  | 0 | 0 | 38973 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 206658 | 5054 | SH |  | SOLE |  | 0 | 0 | 5054 |
| ISHARES TR | BLACKROCK ULTRA | 46434V878 |  | 1192705 | 23835 | SH |  | SOLE |  | 0 | 0 | 23835 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 1125700 | 22514 | SH |  | SOLE |  | 0 | 0 | 22514 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 1494752 | 33268 | SH |  | SOLE |  | 0 | 0 | 33268 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 3656513 | 52634 | SH |  | SOLE |  | 0 | 0 | 52634 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 21430349 | 549355 | SH |  | SOLE |  | 0 | 0 | 549355 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 592065 | 24058 | SH |  | SOLE |  | 0 | 0 | 24058 |
| ISHARES TR | CR 5 10 YR ETF | 46435G417 |  | 811200 | 18971 | SH |  | SOLE |  | 0 | 0 | 18971 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 958761 | 11313 | SH |  | SOLE |  | 0 | 0 | 11313 |
| ISHARES TR | MSCI KLD400 SOC | 464288570 |  | 334488 | 4659 | SH |  | SOLE |  | 0 | 0 | 4659 |
| ISHARES TR | MBS ETF | 464288588 |  | 6676954 | 71989 | SH |  | SOLE |  | 0 | 0 | 71989 |
| ISHARES TR | USD INV GRDE ETF | 464288620 |  | 1300720 | 26486 | SH |  | SOLE |  | 0 | 0 | 26486 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 13976215 | 129194 | SH |  | SOLE |  | 0 | 0 | 129194 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 3365838 | 67983 | SH |  | SOLE |  | 0 | 0 | 67983 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2122085 | 21879 | SH |  | SOLE |  | 0 | 0 | 21879 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 561152 | 5272 | SH |  | SOLE |  | 0 | 0 | 5272 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 3070152 | 66917 | SH |  | SOLE |  | 0 | 0 | 66917 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 12456836 | 148721 | SH |  | SOLE |  | 0 | 0 | 148721 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 499844 | 6158 | SH |  | SOLE |  | 0 | 0 | 6158 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 1803925 | 18834 | SH |  | SOLE |  | 0 | 0 | 18834 |
| ISHARES TR | U.S. ENERGY ETF | 464287796 |  | 1573265 | 33841 | SH |  | SOLE |  | 0 | 0 | 33841 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 5325549 | 71493 | SH |  | SOLE |  | 0 | 0 | 71493 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1229255 | 12989 | SH |  | SOLE |  | 0 | 0 | 12989 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 1528559 | 16740 | SH |  | SOLE |  | 0 | 0 | 16740 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 3039652 | 20953 | SH |  | SOLE |  | 0 | 0 | 20953 |
| ISHARES TR | CORE S ETF | 464287200 |  | 44318396 | 115349 | SH |  | SOLE |  | 0 | 0 | 115349 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1169943 | 19999 | SH |  | SOLE |  | 0 | 0 | 19999 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 1208802 | 7971 | SH |  | SOLE |  | 0 | 0 | 7971 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 4937140 | 23045 | SH |  | SOLE |  | 0 | 0 | 23045 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 416061 | 2386 | SH |  | SOLE |  | 0 | 0 | 2386 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 |  | 2989947 | 106064 | SH |  | SOLE |  | 0 | 0 | 106064 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 1114413 | 22230 | SH |  | SOLE |  | 0 | 0 | 22230 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 277319 | 2068 | SH |  | SOLE |  | 0 | 0 | 2068 |
| LILLY ELI  CO | COM | 532457108 |  | 2127369 | 5815 | SH |  | SOLE |  | 0 | 0 | 5815 |
| MICROSOFT CORP | COM | 594918104 |  | 335988 | 1401 | SH |  | SOLE |  | 0 | 0 | 1401 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 419367 | 2767 | SH |  | SOLE |  | 0 | 0 | 2767 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 669839 | 20796 | SH |  | SOLE |  | 0 | 0 | 20796 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1365742 | 30249 | SH |  | SOLE |  | 0 | 0 | 30249 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1136832 | 28063 | SH |  | SOLE |  | 0 | 0 | 28063 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 1359550 | 20593 | SH |  | SOLE |  | 0 | 0 | 20593 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 274454 | 11595 | SH |  | SOLE |  | 0 | 0 | 11595 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 1197308 | 26228 | SH |  | SOLE |  | 0 | 0 | 26228 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 331646 | 2823 | SH |  | SOLE |  | 0 | 0 | 2823 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 6575884 | 17195 | SH |  | SOLE |  | 0 | 0 | 17195 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 917953 | 12368 | SH |  | SOLE |  | 0 | 0 | 12368 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 1074501 | 8588 | SH |  | SOLE |  | 0 | 0 | 8588 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 4192639 | 93211 | SH |  | SOLE |  | 0 | 0 | 93211 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 2437250 | 32794 | SH |  | SOLE |  | 0 | 0 | 32794 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 5478585 | 76261 | SH |  | SOLE |  | 0 | 0 | 76261 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 4803263 | 13671 | SH |  | SOLE |  | 0 | 0 | 13671 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 2066436 | 11862 | SH |  | SOLE |  | 0 | 0 | 11862 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2458838 | 17517 | SH |  | SOLE |  | 0 | 0 | 17517 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1963244 | 12363 | SH |  | SOLE |  | 0 | 0 | 12363 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 4370332 | 23811 | SH |  | SOLE |  | 0 | 0 | 23811 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 209134 | 1094 | SH |  | SOLE |  | 0 | 0 | 1094 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 241063 | 6184 | SH |  | SOLE |  | 0 | 0 | 6184 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 24311907 | 313662 | SH |  | SOLE |  | 0 | 0 | 313662 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 |  | 519749 | 8435 | SH |  | SOLE |  | 0 | 0 | 8435 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 420323 | 10015 | SH |  | SOLE |  | 0 | 0 | 10015 |
| VANGUARD WELLINGTON FD | US MOMENTUM | 921935508 |  | 373707 | 3276 | SH |  | SOLE |  | 0 | 0 | 3276 |
| VANGUARD WELLINGTON FD | US MINIMUM | 921935409 |  | 317964 | 3232 | SH |  | SOLE |  | 0 | 0 | 3232 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 691142 | 6387 | SH |  | SOLE |  | 0 | 0 | 6387 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 643913 | 9777 | SH |  | SOLE |  | 0 | 0 | 9777 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 1047689 | 3280 | SH |  | SOLE |  | 0 | 0 | 3280 |
| WESCO INTL INC | COM | 95082P105 |  | 544370 | 4348 | SH |  | SOLE |  | 0 | 0 | 4348 |

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