$131 Million is the total value of MARSHALL FINANCIAL GROUP INC /ADV's 48 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PEP | Exit | PEPSICO INC | $0 | – | -1,720 | -100.0% | -0.17% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -4,980 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 11.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 11.0% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 12.4% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 10.1% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 10.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.7% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.4% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.0% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 5.9% |
View MARSHALL FINANCIAL GROUP INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
View MARSHALL FINANCIAL GROUP INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.