Marshall Financial Group

Marshall Financial Group as of Dec. 31, 2024

Portfolio Holdings for Marshall Financial Group

Marshall Financial Group holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.9 $32M 1.2M 27.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.0 $29M 1.3M 23.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.0 $26M 1.0M 26.07
Schwab Strategic Tr Us Tips Etf (SCHP) 6.7 $22M 849k 25.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 6.1 $20M 775k 25.86
Vanguard Index Fds Small Cp Etf (VB) 6.1 $20M 83k 240.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.8 $19M 35k 538.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.6 $19M 814k 22.70
Vanguard Index Fds Value Etf (VTV) 5.5 $18M 105k 169.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.4 $18M 642k 27.71
Vanguard Index Fds Mid Cap Etf (VO) 5.0 $16M 61k 264.13
Vanguard Index Fds Growth Etf (VUG) 4.1 $14M 33k 410.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $12M 673k 18.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $9.0M 189k 47.82
Ishares Tr Cre U S Reit Etf (USRT) 1.9 $6.2M 107k 57.31
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $4.8M 12k 401.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $4.4M 196k 22.70
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $3.1M 149k 21.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $2.8M 35k 80.27
Johnson & Johnson (JNJ) 0.7 $2.3M 16k 144.62
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $2.2M 83k 26.63
Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $2.2M 11k 206.92
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $2.1M 20k 104.89
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $2.0M 6.8k 287.83
Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.9M 5.8k 322.14
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.8M 36k 49.05
Apple (AAPL) 0.5 $1.8M 7.0k 250.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.8M 9.5k 185.14
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.6M 28k 56.70
Ishares Tr National Mun Etf (MUB) 0.4 $1.3M 12k 106.55
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.1M 10k 106.55
Ishares Tr Russell 2000 Etf (IWM) 0.3 $916k 4.1k 220.95
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $896k 7.1k 126.74
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $732k 21k 34.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $670k 15k 44.04
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $650k 8.5k 76.61
WSFS Financial Corporation (WSFS) 0.2 $642k 12k 53.13
Vanguard World Inf Tech Etf (VGT) 0.2 $620k 996.00 622.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $618k 3.5k 175.24
Microsoft Corporation (MSFT) 0.2 $566k 1.3k 421.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $555k 4.4k 127.60
Ishares Tr Msci Eafe Etf (EFA) 0.1 $457k 6.0k 75.61
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $424k 3.3k 129.33
Philip Morris International (PM) 0.1 $407k 3.4k 120.35
Bank of America Corporation (BAC) 0.1 $374k 8.5k 43.95
Meta Platforms Cl A (META) 0.1 $335k 572.00 585.89
JPMorgan Chase & Co. (JPM) 0.1 $291k 1.2k 239.77
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $281k 1.7k 164.14
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $250k 2.5k 98.87
Automatic Data Processing (ADP) 0.1 $216k 738.00 292.73
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $213k 3.7k 57.31
At&t (T) 0.1 $210k 9.2k 22.77