HoldingsChannel.com
Marshall Financial Group Inc. ADV Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 228,665 +1,650 $16,944
     SCHX228,665+1,650$16,944
SCHWAB STRATEGIC TR 162,897 -1,915 $16,541
     SCHG162,897-1,915$16,541
SCHWAB STRATEGIC TR 243,861 -1,416 $14,637
     SCHP243,861-1,416$14,637
SCHWAB STRATEGIC TR 226,008 -7,163 $11,325
     SCHV226,008-7,163$11,325
SCHWAB STRATEGIC TR 157,711 -24,958 $10,305
     SCHA157,711-24,958$10,305
SCHWAB STRATEGIC TR 302,890 -29,546 $9,011
     SCHF302,890-29,546$9,011
VANGUARD INDEX FDS (VB) 58,857 +15,366 $8,577
     VB58,857+15,366$8,577
SCHWAB STRATEGIC TR 158,082 -4,842 $8,318
     SCHM158,082-4,842$8,318
VANGUARD TAX MANAGED FDS (VEA) 161,916 +44,958 $6,281
     VEA161,916+44,958$6,281
VANGUARD INDEX FDS (VTV) 46,259 +11,574 $4,607
     VTV46,259+11,574$4,607
SCHWAB STRATEGIC TR 53,570 +2,919 $3,936
     SCHB53,570+2,919$3,936
ISHARES TR (IWF) 19,605 -217 $3,763
     IWF19,605-217$3,763
VANGUARD INDEX FDS (VO) 22,602 +6,100 $3,705
     VO22,602+6,100$3,705
VANGUARD INDEX FDS (VOO) 10,239 -524 $2,902
     VOO10,239-524$2,902
JOHNSON & JOHNSON 17,362 +2 $2,442
     JNJ17,362+2$2,442
SCHWAB STRATEGIC TR 64,399 -6,887 $2,268
     SCHH64,399-6,887$2,268
VANGUARD CHARLOTTE FDS (BNDX) 37,031 +4,394 $2,138
     BNDX37,031+4,394$2,138
ISHARES TR (IWD) 16,800 -2,395 $1,892
     IWD16,800-2,395$1,892
SCHWAB STRATEGIC TR 66,377 -18,727 $1,616
     SCHE66,377-18,727$1,616
VANGUARD INDEX FDS (VUG) 7,610 +1,420 $1,538
     VUG7,610+1,420$1,538
SCHWAB STRATEGIC TR 27,073 +726 $1,523
     SCHZ27,073+726$1,523
ISHARES TR (MTUM) 10,939 +3,521 $1,433
     MTUM10,939+3,521$1,433
ISHARES TR (IWO) 6,667 +8 $1,379
     IWO6,667+8$1,379
ISHARES TR (IWB) 7,939 +74 $1,363
     IWB7,939+74$1,363
ISHARES TR (USRT) 27,879 +785 $1,212
     USRT27,879+785$1,212
VANGUARD INTL EQUITY INDEX F (VWO) 27,642 +275 $1,095
     VWO27,642+275$1,095
ISHARES TR (MUB) 8,624 +18 $995
     MUB8,624+18$995
ISHARES TR (IWP) 5,390 +4 $852
     IWP5,390+4$852
ISHARES TR (IWM) 5,544 +4 $794
     IWM5,544+4$794
ISHARES TR (SHY) 8,656 +8,656 $750
     SHY8,656+8,656$750
APPLE INC 1,629 +1 $594
     AAPL1,629+1$594
MICROSOFT CORP 2,519 UNCH $513
     MSFT2,519UNCH$513
SCHWAB STRATEGIC TR 17,039 -4,519 $504
     SCHC17,039-4,519$504
VANGUARD WHITEHALL FDS (VYM) 5,689 +24 $448
     VYM5,689+24$448
JPMORGAN CHASE & CO 4,347 +19 $409
     JPM4,347+19$409
INVESCO EXCHANGE TRADED FD T (RSP) 4,020 +32 $409
     RSP4,020+32$409
BRYN MAWR BK CORP 13,417 UNCH $371
     BMTC13,417UNCH$371
ISHARES TR (EMB) 3,317 -828 $362
     EMB3,317-828$362
VANGUARD WORLD FDS (VGT) 1,131 UNCH $315
     VGT1,131UNCH$315
J P MORGAN EXCHANGE TRADED F (JPST) 6,106 +28 $310
     JPST6,106+28$310
ISHARES TR (EFA) 5,012 +21 $305
     EFA5,012+21$305
ISHARES TR (AOR) 5,880 +83 $273
     AOR5,880+83$273
ISHARES TR (EEM) 6,730 UNCH $269
     EEM6,730UNCH$269
AT&T INC 8,768 UNCH $265
     T8,768UNCH$265
ISHARES TR (AOA) 4,086 +4,086 $224
     AOA4,086+4,086$224
VANGUARD WORLD FD (ESGV) 3,811 +3,811 $215
     ESGV3,811+3,811$215
ARK ETF TR (ARKG) 4,000 +4,000 $209
     ARKG4,000+4,000$209
SPDR SER TR (RWR) 2,677 +2,677 $209
     RWR2,677+2,677$209
ISHARES TR (IWS) 2,644 +2,644 $202
     IWS2,644+2,644$202

See Full List: All Stocks Held By Marshall Financial Group Inc. ADV
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Marshall Financial Group Inc. ADV

Size ($ in 1000's)
At 06/30/2020: $150,658
At 03/31/2020: $123,662

Marshall Financial Group Inc. ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marshall Financial Group Inc. ADV 13F filings. Link to 13F filings: SEC filings

Marshall Financial Group Inc. ADV Top Holdings 13F Filings | www.HoldingsChannel.com

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