MARSHALL FINANCIAL GROUP INC /ADV - Q4 2017 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q4 2017
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR23Q2 202411.6%
SCHWAB STRATEGIC TR23Q2 202411.0%
SCHWAB STRATEGIC TR23Q2 202410.1%
SCHWAB STRATEGIC TR23Q2 202412.4%
SCHWAB STRATEGIC TR23Q2 202410.9%
SCHWAB STRATEGIC TR23Q2 20247.7%
SCHWAB STRATEGIC TR23Q2 20247.4%
SCHWAB STRATEGIC TR23Q2 20247.0%
VANGUARD INDEX FDS23Q2 20246.2%
VANGUARD INDEX FDS23Q2 20245.9%

View MARSHALL FINANCIAL GROUP INC /ADV's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-14
13F-HR2024-08-09
13F-HR2024-05-09
13F-HR2024-02-08
13F-HR2023-11-03
13F-HR2023-08-10
13F-HR2023-05-03
13F-HR2023-02-06
13F-HR2022-11-14
13F-HR2022-08-10

View MARSHALL FINANCIAL GROUP INC /ADV's complete filings history.

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