MARSHALL FINANCIAL GROUP INC /ADV
Q2 2025 13F Holdings
- Locationdoylestown, PA
- Num holdings
52
- Value ($000)
$334,050
- Date Filed08/04/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $32.04M | 10 % | 1,096,905 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $30.62M | 9 % | 1,252,919 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $29.07M | 9 % | 1,050,718 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $23.69M | 7 % | 887,853 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $23.51M | 7 % | 41,387 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $19.19M | 6 % | 80,990 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $18.44M | 6 % | 729,019 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $18.06M | 5 % | 102,185 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $17.61M | 5 % | 739,052 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $17.50M | 5 % | 623,877 |
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