Marshall Financial Group

Marshall Financial Group as of March 31, 2025

Portfolio Holdings for Marshall Financial Group

Marshall Financial Group holds 54 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.7 $31M 1.4M 22.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.8 $28M 1.1M 25.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.8 $28M 1.1M 26.58
Schwab Strategic Tr Us Tips Etf (SCHP) 7.4 $24M 872k 26.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.2 $23M 45k 513.92
Vanguard Index Fds Value Etf (VTV) 5.8 $18M 106k 172.74
Vanguard Index Fds Small Cp Etf (VB) 5.7 $18M 82k 221.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.5 $18M 747k 23.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.5 $17M 808k 21.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.2 $17M 630k 26.20
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $16M 63k 258.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.1 $13M 656k 19.78
Vanguard Index Fds Growth Etf (VUG) 3.9 $13M 34k 370.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $9.4M 184k 50.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.4 $4.4M 54k 81.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $4.3M 184k 23.16
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $4.2M 12k 361.10
Johnson & Johnson (JNJ) 0.8 $2.5M 15k 165.84
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $2.2M 80k 27.57
Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $2.1M 10k 202.12
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.1M 21k 97.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.8M 36k 48.82
Ishares Tr Rus 1000 Etf (IWB) 0.6 $1.8M 5.8k 306.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.7M 9.2k 188.16
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $1.7M 6.5k 255.54
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.7M 28k 58.98
Apple (AAPL) 0.5 $1.6M 7.0k 222.14
Ishares Tr National Mun Etf (MUB) 0.4 $1.4M 13k 105.44
Ishares Tr Tips Bd Etf (TIP) 0.4 $1.3M 12k 111.09
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $831k 7.1k 117.50
Ishares Tr Russell 2000 Etf (IWM) 0.3 $828k 4.1k 199.50
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $738k 21k 35.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $656k 15k 45.26
WSFS Financial Corporation (WSFS) 0.2 $626k 12k 51.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $614k 3.5k 173.23
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $606k 7.9k 76.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $547k 4.2k 128.96
Vanguard World Inf Tech Etf (VGT) 0.2 $541k 998.00 542.20
Philip Morris International (PM) 0.2 $536k 3.4k 158.73
Ishares Tr Msci Eafe Etf (EFA) 0.2 $494k 6.0k 81.73
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $414k 3.3k 125.95
Microsoft Corporation (MSFT) 0.1 $410k 1.1k 375.39
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $386k 18k 21.51
Bank of America Corporation (BAC) 0.1 $358k 8.6k 41.73
Meta Platforms Cl A (META) 0.1 $330k 573.00 576.05
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $306k 5.3k 57.60
JPMorgan Chase & Co. (JPM) 0.1 $298k 1.2k 245.36
Medtronic SHS (MDT) 0.1 $271k 3.0k 89.86
At&t (T) 0.1 $262k 9.3k 28.28
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $259k 1.7k 150.98
Automatic Data Processing (ADP) 0.1 $226k 738.00 305.53
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $212k 2.1k 99.13
Ishares Tr Core 60/40 Balan (AOR) 0.1 $210k 3.7k 57.56
Altria (MO) 0.1 $202k 3.4k 60.02