$124 Million is the total value of MARSHALL FINANCIAL GROUP INC /ADV's 44 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,458 | -100.0% | -0.14% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -3,639 | -100.0% | -0.15% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -7,744 | -100.0% | -0.18% | – |
| RWR | Exit | SPDR SERIES TRUSTdj reit etf | $0 | – | -2,729 | -100.0% | -0.19% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -3,168 | -100.0% | -0.20% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -2,830 | -100.0% | -0.25% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -6,649 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-23
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.