$238 Million is the total value of MARSHALL FINANCIAL GROUP INC /ADV's 60 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.