$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TRrus 1000 etf | $1,113,000 | -20.7% | 7,865 | 0.0% | 0.90% | -5.1% | |
| IWP | ISHARES TRrus md cp gr etf | $655,000 | -20.3% | 5,386 | 0.0% | 0.53% | -4.5% | |
| MSFT | MICROSOFT CORP | $397,000 | 0.0% | 2,519 | 0.0% | 0.32% | +19.8% | |
| BMTC | BRYN MAWR BK CORP | $381,000 | -31.1% | 13,417 | 0.0% | 0.31% | -17.6% | |
| T | AT&T INC | $256,000 | -25.4% | 8,768 | 0.0% | 0.21% | -10.8% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $240,000 | -13.4% | 1,131 | 0.0% | 0.19% | +3.7% |
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.