HoldingsChannel.com
Marshall Financial Group Inc. ADV Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 211,944 +9,652 $14,876
     SCHX211,944+9,652$14,876
SCHWAB STRATEGIC TR 255,498 +1,606 $14,387
     SCHP255,498+1,606$14,387
SCHWAB STRATEGIC TR 192,196 +12,443 $13,738
     SCHA192,196+12,443$13,738
SCHWAB STRATEGIC TR 161,018 +4,738 $13,398
     SCHG161,018+4,738$13,398
SCHWAB STRATEGIC TR 230,668 +18,286 $12,950
     SCHV230,668+18,286$12,950
SCHWAB STRATEGIC TR 283,691 -695 $9,104
     SCHF283,691-695$9,104
SCHWAB STRATEGIC TR 155,564 +24,668 $8,881
     SCHM155,564+24,668$8,881
ISHARES TR (IWF) 25,211 +15 $3,967
     IWF25,211+15$3,967
JOHNSON & JOHNSON 27,805 -9,338 $3,873
     JNJ27,805-9,338$3,873
SCHWAB STRATEGIC TR 44,151 +9,747 $3,114
     SCHB44,151+9,747$3,114
SCHWAB STRATEGIC TR 65,052 +7,006 $2,891
     SCHH65,052+7,006$2,891
ISHARES TR (IWD) 21,562 +45 $2,743
     IWD21,562+45$2,743
SCHWAB STRATEGIC TR 104,491 +5,843 $2,742
     SCHE104,491+5,843$2,742
VANGUARD TAX MANAGED INTL FD (VEA) 52,741 -4,780 $2,200
     VEA52,741-4,780$2,200
VANGUARD INDEX FDS (VTV) 16,767 +937 $1,860
     VTV16,767+937$1,860
ISHARES TR (IWO) 7,625 +5 $1,532
     IWO7,625+5$1,532
ISHARES TR (IWB) 7,850 +9 $1,278
     IWB7,850+9$1,278
VANGUARD CHARLOTTE FDS (BNDX) 22,273 +2,954 $1,276
     BNDX22,273+2,954$1,276
ISHARES TR (IWM) 8,005 +5 $1,245
     IWM8,005+5$1,245
VANGUARD INDEX FDS (VO) 7,261 +1,481 $1,214
     VO7,261+1,481$1,214
VANGUARD INDEX FDS (VOO) 4,401 UNCH $1,185
     VOO4,401UNCH$1,185
SCHWAB STRATEGIC TR 17,053 +1,535 $904
     SCHZ17,053+1,535$904
ISHARES TR (EMB) 7,699 +1,170 $872
     EMB7,699+1,170$872
ISHARES TR (MUB) 7,021 +700 $794
     MUB7,021+700$794
ISHARES TR (IWP) 5,383 +2 $768
     IWP5,383+2$768
ISHARES TR (EFA) 10,545 +63 $693
     EFA10,545+63$693
VANGUARD INDEX FDS (VB) 3,762 +527 $589
     VB3,762+527$589
BRYN MAWR BK CORP 13,417 UNCH $501
     BMTC13,417UNCH$501
JPMORGAN CHASE & CO 4,382 UNCH $490
     JPM4,382UNCH$490
VANGUARD WHITEHALL FDS INC (VYM) 5,610 +15 $490
     VYM5,610+15$490
SCHWAB STRATEGIC TR 14,910 -1,891 $487
     SCHC14,910-1,891$487
VANGUARD INTL EQUITY INDEX F (VWO) 11,068 +3,980 $471
     VWO11,068+3,980$471
VANGUARD INDEX FDS (VUG) 2,675 UNCH $437
     VUG2,675UNCH$437
AT&T INC 12,839 UNCH $430
     T12,839UNCH$430
INVESCO EXCHANGE TRADED FD T (RSP) 3,957 UNCH $427
     RSP3,957UNCH$427
ISHARES TR (EEM) 9,571 UNCH $411
     EEM9,571UNCH$411
MICROSOFT CORP 2,849 -200 $382
     MSFT2,849-200$382
ISHARES TR (SCZ) 6,534 +91 $375
     SCZ6,534+91$375
APPLE INC 1,787 -399 $354
     AAPL1,787-399$354
ISHARES TR (IWN) 2,830 UNCH $341
     IWN2,830UNCH$341
JP MORGAN EXCHANGE TRADED FD (JPST) 5,967 +5,967 $301
     JPST5,967+5,967$301
ISHARES TR (IWS) 3,168 UNCH $282
     IWS3,168UNCH$282
SPDR SERIES TRUST (RWR) 2,729 UNCH $270
     RWR2,729UNCH$270
ISHARES TR (USRT) 4,868 +8 $253
     USRT4,868+8$253
SCHWAB STRATEGIC TR 4,980 +6 $252
     SCHO4,980+6$252
VANGUARD WORLD FDS (VGT) 1,131 UNCH $239
     VGT1,131UNCH$239
PEPSICO INC 1,720 -100 $226
     PEP1,720-100$226
BANK AMER CORP 7,745 UNCH $225
     BAC7,745UNCH$225
ISHARES TR (IWR) 3,639 +3,639 $203
     IWR3,639+3,639$203

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 06/30/2019: $131,070
At 03/31/2019: $122,267

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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