MARSHALL FINANCIAL GROUP INC /ADV
Q3 2025 13F Holdings
- Locationdoylestown, PA
- Num holdings
53
- Value ($000)
$363,549
- Date Filed 11/04/2025
- Form type13F-HR
- CIK 0000701189
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $34.24M | 9 % | 1,300,022 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $33.78M | 9 % | 1,058,587 | ||
S SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $31.49M | 9 % | 1,081,761 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $28.17M | 8 % | 46,006 | ||
S SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $24.88M | 7 % | 923,169 | ||
V VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $20.78M | 6 % | 81,738 | ||
S SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $20.12M | 6 % | 721,038 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $19.20M | 5 % | 746,625 | ||
V VANGUARD INDEX FDS | VALUE ETF | 922908744 | $19.18M | 5 % | 102,828 | ||
S SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $18.09M | 5 % | 610,211 |
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