MARSHALL FINANCIAL GROUP INC /ADV
Q4 2024 13F Holdings
- Locationdoylestown, PA
- Num holdings
52
- Value ($000)
$327,270
- Date Filed01/24/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $32.25M | 10 % | 1,157,218 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $29.30M | 9 % | 1,263,978 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $26.14M | 8 % | 1,002,696 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $21.93M | 7 % | 848,851 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $20.05M | 6 % | 775,429 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $19.83M | 6 % | 82,540 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.89M | 6 % | 35,061 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $18.47M | 6 % | 813,733 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $17.85M | 6 % | 105,416 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $17.79M | 5 % | 641,834 |
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