MF

MARSHALL FINANCIAL GROUP INC /ADV

13F
MARSHALL FINANCIAL GROUP INC /ADV
Last update 2025-05-01 54 Stocks (2 new)
Value $318.00 Mil Turnover 4 %
Countries:
Top Holdings: SCHX(9.67%)SCHG(8.82%)SCHV(8.79%)SCHP(7.38%)VOO(7.23%)
Summary Stock Picks Current Portfolio
MARSHALL FINANCIAL GROUP INC /... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
1,392,035
30,736.1
+10.13%
9.670
+0.89%
0.060
+23.00%
+8.04%
56,969.7
 
SCHG
Schwab U.S. Large-Cap Growth ETF
1,119,018
28,020.2
-3.30%
8.820
-0.33%
0.080
+29.84%
+7.36%
45,488.7
 
SCHV
Schwab U.S. Large-Cap Value ETF
1,051,045
27,936.8
+4.82%
8.790
+0.40%
0.230
+14.54%
+8.35%
12,775.9
 
SCHP
Schwab U.S. Tips ETF
872,367
23,457.9
+2.77%
7.380
+0.20%
0.180
+2.62%
+4.97%
13,097.8
 
VOO
Vanguard S&P 500 ETF
44,731
22,988.0
+27.58%
7.230
+1.56%
0.000
+22.86%
+8.08%
662,701.2
 
VTV
Vanguard Value ETF
106,261
18,355.6
+0.80%
5.770
+0.05%
0.010
+12.50%
+6.11%
132,851.2
 
VB
Vanguard Small Cap ETF
81,695
18,115.8
-1.02%
5.700
-0.06%
0.030
+19.96%
+1.39%
60,992.2
 
SCHA
Schwab U.S. Small-Cap ETF
746,505
17,490.6
-3.73%
5.500
-0.23%
0.110
+21.96%
+0.87%
17,657.4
 
SCHB
Schwab U.S. Broad Market ETF
807,467
17,384.8
-0.77%
5.470
-0.04%
0.060
+22.95%
+7.51%
34,984.0
 
SCHM
Schwab U.S. Mid-Cap ETF
630,291
16,513.6
-1.80%
5.200
-0.10%
0.150
+19.72%
+3.69%
11,787.7
 

MARSHALL FINANCIAL GROUP INC /ADV's Historical Top Holdings Breakdowns

MARSHALL FINANCIAL GROUP INC /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USRT
iShares Core U.S. REIT ETF
2025-03-31
Reduce
Reduce
-1.79%
●
55.14 ($57.92) 60.29
$57.01
-1.58%
Reduce -95.05%
5,317
-102,119
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+1.56%
●
507.05 ($540.58) 563.67
$578.55
7.02%
Add 27.58%
44,731
9,670
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+0.89%
●
21.75 ($23.28) 24.28
$24.89
6.94%
Add 10.13%
1,392,035
128,057
SCHH
Schwab U.S. REIT ETF
2025-03-31
Reduce
Reduce
-0.84%
●
20.2 ($21.37) 22.24
$21.39
0.08%
Reduce -87.96%
17,928
-130,965
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.50%
●
79.17 ($80.9) 82.04
$82.53
2.01%
Add 54.77%
54,397
19,249
SCHV
Schwab U.S. Large-Cap Value ETF
2025-03-31
Add
Add
+0.40%
●
25.77 ($26.84) 27.6
$27.95
4.14%
Add 4.82%
1,051,045
48,349
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.33%
●
24.91 ($27.39) 29.02
$29.84
8.94%
Reduce -3.3%
1,119,018
-38,200
SCHA
Schwab U.S. Small-Cap ETF
2025-03-31
Reduce
Reduce
-0.23%
●
23.16 ($25.49) 27.04
$25.99
1.95%
Reduce -3.73%
746,505
-28,924
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.20%
●
25.69 ($26.29) 26.89
$26.66
1.43%
Add 2.77%
872,367
23,516
SCHF
Schwab International Equity ETF
2025-03-31
Reduce
Reduce
-0.10%
●
18.36 ($19.62) 20.51
$22.08
12.54%
Reduce -2.52%
656,010
-16,961

MARSHALL FINANCIAL GROUP INC /ADV Total Holding History ($B)

To

MARSHALL FINANCIAL GROUP INC /ADV's Asset Allocation

To

MARSHALL FINANCIAL GROUP INC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MARSHALL FINANCIAL GROUP INC /ADV's Hypothetical Growth since 2025-03-31

MARSHALL FINANCIAL GROUP INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

MARSHALL FINANCIAL GROUP INC /ADV's Holdings Heat Map

Size field:

MARSHALL FINANCIAL GROUP INC /ADV's Holdings Bubble Chart

MARSHALL FINANCIAL GROUP INC /ADV News

  • 1

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