Marshall Financial Group Inc Buys Schwab U.S. Broad Market, JPMorgan Ultra-Short Income, Vanguard Mid-Cap, Sells Johnson & Johnson, iShares Core Growth Allocation

• New Purchases: JPST, IWR,
• Added Positions: SCHM, SCHV, SCHA, SCHB, SCHX, SCHG, SCHH, VO, BNDX, VWO, SCHE, EMB, VTV, MUB, SCHZ, VB, SCZ,
• Reduced Positions: JNJ, VEA, AAPL, SCHC, MSFT, PEP,
• Sold Out: AOR,

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/portfolioportfolio

1. Schwab U.S. Large-Cap (SCHX) - 211,944 shares, 11.35% of the total portfolio. Shares added by 4.77%
2. Schwab U.S. TIPs (SCHP) - 255,498 shares, 10.98% of the total portfolio. Shares added by 0.63%
3. Schwab U.S. Small-Cap (SCHA) - 192,196 shares, 10.48% of the total portfolio. Shares added by 6.92%
4. Schwab U.S. Large-Cap Growth (SCHG) - 161,018 shares, 10.22% of the total portfolio. Shares added by 3.03%
5. Schwab U.S. Large-Cap Value (SCHV) - 230,668 shares, 9.88% of the total portfolio. Shares added by 8.61%

Marshall Financial Group Inc initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $50.27 and $50.49, with an estimated average price of $50.39. The stock is now traded at around $50.46. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,967 shares as of .

Marshall Financial Group Inc initiated holding in iShares Russell Mid-Cap. The purchase prices were between $52.35 and $56.11, with an estimated average price of $54.7. The stock is now traded at around $56.88. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,639 shares as of .

Marshall Financial Group Inc added to a holding in Schwab U.S. Broad Market by 28.33%. The purchase prices were between $66.02 and $71.08, with an estimated average price of $69.26. The stock is now traded at around $72.02. The impact to a portfolio due to this purchase was 0.53%. The holding were 44,151 shares as of .

Marshall Financial Group Inc added to a holding in Vanguard Mid-Cap by 25.62%. The purchase prices were between $156.62 and $167.97, with an estimated average price of $163.63. The stock is now traded at around $170.18. The impact to a portfolio due to this purchase was 0.19%. The holding were 7,261 shares as of .

Marshall Financial Group Inc added to a holding in Vanguard FTSE Emerging Markets by 56.15%. The purchase prices were between $39.79 and $44.01, with an estimated average price of $42.07. The stock is now traded at around $42.70. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,068 shares as of .

Marshall Financial Group Inc sold out a holding in iShares Core Growth Allocation. The sale prices were between $43.71 and $45.65, with an estimated average price of $44.63.