Marshall Financial Group Inc Buys Vanguard ESG International Stock ETF, iShares Core U.S. REIT ETF, JPMorgan Ultra-Short Income ETF

• New Purchases: VSGX, LECO, DHR,
• Added Positions: SCHP, VTV, SCHV, SCHA, USRT, VOO, JPST, SCHB, VO, BNDX, SCHM, SCHF, ESGV, IWS, AAPL, SCHE, EMB, MDT, MUB, AOA,
• Reduced Positions: SCHX, VB, SCHZ, VWO, IWF, JNJ, IWO,

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 ETF (SCHX) - 235,543 shares, 10.31% of the total portfolio. Shares reduced by 1.46%
2. Schwab U.S. Large-Cap Growth ETF (SCHG) - 144,355 shares, 9.00% of the total portfolio. Shares added by 0.08%
3. Schwab U.S. Large-Cap Value ETF (SCHV) - 288,729 shares, 8.20% of the total portfolio. Shares added by 3.02%
4. Schwab U.S. Tips ETF (SCHP) - 271,293 shares, 7.15% of the total portfolio. Shares added by 5.83%
5. Schwab U.S. Small-Cap ETF (SCHA) - 166,467 shares, 7.01% of the total portfolio. Shares added by 2.55%

Marshall Financial Group Inc initiated holding in Vanguard ESG International Stock ETF. The purchase prices were between $61.73 and $65.36, with an estimated average price of $63.57. The stock is now traded at around $64.290000. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,673 shares as of 2021-09-30.

Marshall Financial Group Inc initiated holding in Lincoln Electric Holdings Inc. The purchase prices were between $128.79 and $142.6, with an estimated average price of $136.01. The stock is now traded at around $145.400000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,000 shares as of 2021-09-30.

Marshall Financial Group Inc initiated holding in Danaher Corp. The purchase prices were between $272.21 and $332.43, with an estimated average price of $306.96. The stock is now traded at around $305.590000. The impact to a portfolio due to this purchase was 0.09%. The holding were 695 shares as of 2021-09-30.

Marshall Financial Group Inc added to a holding in iShares Core U.S. REIT ETF by 21.45%. The purchase prices were between $58.38 and $63.23, with an estimated average price of $60.58. The stock is now traded at around $64.520000. The impact to a portfolio due to this purchase was 0.16%. The holding were 37,258 shares as of 2021-09-30.

Marshall Financial Group Inc added to a holding in JPMorgan Ultra-Short Income ETF by 115.40%. The purchase prices were between $50.6 and $50.67, with an estimated average price of $50.64. The stock is now traded at around $50.580000. The impact to a portfolio due to this purchase was 0.15%. The holding were 13,277 shares as of 2021-09-30.

Marshall Financial Group Inc added to a holding in Vanguard ESG U.S. Stock ETF by 25.74%. The purchase prices were between $79.14 and $84.64, with an estimated average price of $82.18. The stock is now traded at around $87.910000. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,233 shares as of 2021-09-30.

Marshall Financial Group Inc added to a holding in iShares Russell Mid-Cap Value ETF by 32.48%. The purchase prices were between $110.19 and $118.52, with an estimated average price of $115.3. The stock is now traded at around $122.750000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,512 shares as of 2021-09-30.