MARSHALL FINANCIAL GROUP INC /ADV
Q1 2025 13F Holdings
- Locationdoylestown, PA
- Num holdings
54
- Value ($000)
$317,862
- Date Filed05/01/2025
- Form type13F-HR
- CIK0000701189
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $30.74M | 10 % | 1,392,035 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $28.02M | 9 % | 1,119,018 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $27.94M | 9 % | 1,051,045 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $23.46M | 7 % | 872,367 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $22.99M | 7 % | 44,731 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $18.36M | 6 % | 106,261 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $18.12M | 6 % | 81,695 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $17.49M | 6 % | 746,505 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $17.38M | 6 % | 807,467 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $16.51M | 5 % | 630,291 |
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