HoldingsChannel.com
Marshall Financial Group Inc. ADV Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 214,924 +2,980 $15,245
     SCHX214,924+2,980$15,245
SCHWAB STRATEGIC TR 205,173 +12,977 $14,307
     SCHA205,173+12,977$14,307
SCHWAB STRATEGIC TR 251,617 -3,881 $14,282
     SCHP251,617-3,881$14,282
SCHWAB STRATEGIC TR 234,137 +3,469 $13,283
     SCHV234,137+3,469$13,283
SCHWAB STRATEGIC TR 157,520 -3,498 $13,233
     SCHG157,520-3,498$13,233
SCHWAB STRATEGIC TR 168,001 +12,437 $9,499
     SCHM168,001+12,437$9,499
SCHWAB STRATEGIC TR 280,240 -3,451 $8,928
     SCHF280,240-3,451$8,928
ISHARES TR (IWF) 24,568 -643 $3,922
     IWF24,568-643$3,922
SCHWAB STRATEGIC TR 50,174 +6,023 $3,563
     SCHB50,174+6,023$3,563
SCHWAB STRATEGIC TR 65,959 +907 $3,111
     SCHH65,959+907$3,111
ISHARES TR (IWD) 21,562 UNCH $2,766
     IWD21,562UNCH$2,766
SCHWAB STRATEGIC TR 103,827 -664 $2,609
     SCHE103,827-664$2,609
JOHNSON & JOHNSON 19,459 -8,346 $2,518
     JNJ19,459-8,346$2,518
VANGUARD INDEX FDS (VTV) 16,790 +23 $1,874
     VTV16,790+23$1,874
VANGUARD TAX MANAGED INTL FD (VEA) 41,899 -10,842 $1,721
     VEA41,899-10,842$1,721
ISHARES TR (IWO) 7,576 -49 $1,460
     IWO7,576-49$1,460
VANGUARD CHARLOTTE FDS (BNDX) 23,922 +1,649 $1,407
     BNDX23,922+1,649$1,407
ISHARES TR (IWB) 7,850 UNCH $1,292
     IWB7,850UNCH$1,292
VANGUARD INDEX FDS (VOO) 4,689 +288 $1,278
     VOO4,689+288$1,278
VANGUARD INDEX FDS (VO) 7,285 +24 $1,221
     VO7,285+24$1,221
ISHARES TR (EMB) 9,981 +2,282 $1,131
     EMB9,981+2,282$1,131
SCHWAB STRATEGIC TR 18,764 +1,711 $1,010
     SCHZ18,764+1,711$1,010
ISHARES TR (IWM) 6,393 -1,612 $967
     IWM6,393-1,612$967
VANGUARD INDEX FDS (VB) 6,019 +2,257 $926
     VB6,019+2,257$926
ISHARES TR (MUB) 7,096 +75 $810
     MUB7,096+75$810
ISHARES TR (IWP) 5,383 UNCH $761
     IWP5,383UNCH$761
ISHARES TR (EFA) 10,116 -429 $660
     EFA10,116-429$660
JPMORGAN CHASE & CO 4,395 +13 $517
     JPM4,395+13$517
VANGUARD WHITEHALL FDS INC (VYM) 5,629 +19 $499
     VYM5,629+19$499
BRYN MAWR BK CORP 13,417 UNCH $490
     BMTC13,417UNCH$490
SCHWAB STRATEGIC TR 14,919 +9 $474
     SCHC14,919+9$474
VANGUARD INTL EQUITY INDEX F (VWO) 11,172 +104 $450
     VWO11,172+104$450
VANGUARD INDEX FDS (VUG) 2,675 UNCH $445
     VUG2,675UNCH$445
INVESCO EXCHANGE TRADED FD T (RSP) 3,957 UNCH $428
     RSP3,957UNCH$428
MICROSOFT CORP 2,849 UNCH $396
     MSFT2,849UNCH$396
ISHARES TR (EEM) 9,571 UNCH $391
     EEM9,571UNCH$391
APPLE INC 1,725 -62 $386
     AAPL1,725-62$386
ISHARES TR (SCZ) 6,534 UNCH $374
     SCZ6,534UNCH$374
ISHARES TR (IWN) 2,830 UNCH $338
     IWN2,830UNCH$338
AT&T INC 8,767 -4,072 $332
     T8,767-4,072$332
JP MORGAN EXCHANGE TRADED FD (JPST) 6,008 +41 $303
     JPST6,008+41$303
SPDR SERIES TRUST (RWR) 2,729 UNCH $285
     RWR2,729UNCH$285
ISHARES TR (IWS) 3,168 UNCH $284
     IWS3,168UNCH$284
ISHARES TR (USRT) 4,868 UNCH $270
     USRT4,868UNCH$270
VANGUARD WORLD FDS (VGT) 1,131 UNCH $244
     VGT1,131UNCH$244
BANK AMER CORP 7,745 UNCH $226
     BAC7,745UNCH$226
ISHARES TR (IWR) 3,639 UNCH $204
     IWR3,639UNCH$204

See Full List: All Stocks Held By Marshall Financial Group Inc. ADV
Including:
     • 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 09/30/2019: $131,261
At 06/30/2019: $131,070

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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