$148 Million is the total value of MARSHALL FINANCIAL GROUP INC /ADV's 50 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MTUM | New | ISHARES TRusa momentum fct | $282,000 | – | 2,246 | +100.0% | 0.19% | – |
AOR | New | ISHARES TRgrwt allocat etf | $217,000 | – | 4,532 | +100.0% | 0.15% | – |
IJR | New | ISHARES TRcore s&p scp etf | $206,000 | – | 2,458 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-05
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.