Marshall Financial Group Inc Buys Vanguard Small-Cap, Vanguard FTSE Developed Markets, Vanguard Value, Sells Schwab Emerging Markets Equity, Schwab International Small-Cap Equity

• New Purchases: SHY, AOA, ARKG, RWR, IWS,
• Added Positions: VB, VEA, VTV, VO, MTUM, VUG, BNDX, SCHB, SCHZ, USRT, AOR,
• Reduced Positions: SCHA, SCHF, SCHE, SCHV, IWD, SCHH, SCHM, SCHG, VOO, SCHC, EMB, IWF,

For the details of MARSHALL FINANCIAL GROUP INC 's stock buys and sells, go to https://www.gurufocus.com/guru/marshall+financial+group+inc+/current-portfolio/portfolio

1. Schwab U.S. Large-Cap (SCHX) - 228,665 shares, 11.26% of the total portfolio. Shares added by 0.73%
2. Schwab U.S. Large-Cap Growth (SCHG) - 162,897 shares, 10.99% of the total portfolio. Shares reduced by 1.16%
3. Schwab U.S. TIPs (SCHP) - 243,861 shares, 9.73% of the total portfolio. Shares reduced by 0.58%
4. Schwab U.S. Large-Cap Value (SCHV) - 226,008 shares, 7.53% of the total portfolio. Shares reduced by 3.07%
5. Schwab U.S. Small-Cap (SCHA) - 157,711 shares, 6.85% of the total portfolio. Shares reduced by 13.66%

Marshall Financial Group Inc initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $86.48 and $86.8, with an estimated average price of $86.61. The stock is now traded at around $86.57. The impact to a portfolio due to this purchase was 0.5%. The holding were 8,656 shares as of .

Marshall Financial Group Inc initiated holding in iShares Core Aggressive Allocation. The purchase prices were between $45.55 and $56.31, with an estimated average price of $51.62. The stock is now traded at around $57.00. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,086 shares as of .

Marshall Financial Group Inc initiated holding in SPDR DJ Wilshire REIT. The purchase prices were between $65.24 and $89.61, with an estimated average price of $76.53. The stock is now traded at around $76.46. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,677 shares as of .

Marshall Financial Group Inc initiated holding in ARK Investment Management LLC - ARK Genomic Revolu. The purchase prices were between $29.13 and $53.08, with an estimated average price of $42.71. The stock is now traded at around $55.00. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,000 shares as of .

Marshall Financial Group Inc initiated holding in iShares Russell Mid-cap Value. The purchase prices were between $59.62 and $85.09, with an estimated average price of $72.38. The stock is now traded at around $79.69. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,644 shares as of .

Marshall Financial Group Inc added to a holding in Vanguard Small-Cap by 35.33%. The purchase prices were between $106.26 and $156.76, with an estimated average price of $133.91. The stock is now traded at around $150.98. The impact to a portfolio due to this purchase was 1.49%. The holding were 58,857 shares as of .

Marshall Financial Group Inc added to a holding in Vanguard FTSE Developed Markets by 38.44%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $40.95. The impact to a portfolio due to this purchase was 1.16%. The holding were 161,916 shares as of .

Marshall Financial Group Inc added to a holding in Vanguard Value by 33.37%. The purchase prices were between $85.23 and $110.16, with an estimated average price of $97.96. The stock is now traded at around $103.47. The impact to a portfolio due to this purchase was 0.77%. The holding were 46,259 shares as of .

Marshall Financial Group Inc added to a holding in Vanguard Mid-Cap by 36.97%. The purchase prices were between $124.34 and $175.42, with an estimated average price of $152.79. The stock is now traded at around $172.17. The impact to a portfolio due to this purchase was 0.66%. The holding were 22,602 shares as of .

Marshall Financial Group Inc added to a holding in iShares Edge MSCI USA Momentum Factor by 47.47%. The purchase prices were between $101.08 and $131, with an estimated average price of $120.7. The stock is now traded at around $138.52. The impact to a portfolio due to this purchase was 0.31%. The holding were 10,939 shares as of .

Marshall Financial Group Inc added to a holding in Vanguard Growth by 22.94%. The purchase prices were between $149.64 and $204.01, with an estimated average price of $183.93. The stock is now traded at around $212.38. The impact to a portfolio due to this purchase was 0.19%. The holding were 7,610 shares as of .