Marshall Financial Group

Marshall Financial Group as of June 30, 2025

Portfolio Holdings for Marshall Financial Group

Marshall Financial Group holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.6 $32M 1.1M 29.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.2 $31M 1.3M 24.44
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.7 $29M 1.1M 27.67
Schwab Strategic Tr Us Tips Etf (SCHP) 7.1 $24M 888k 26.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.0 $24M 41k 568.03
Vanguard Index Fds Small Cp Etf (VB) 5.7 $19M 81k 236.98
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.5 $18M 729k 25.30
Vanguard Index Fds Value Etf (VTV) 5.4 $18M 102k 176.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.3 $18M 739k 23.83
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.2 $18M 624k 28.05
Vanguard Index Fds Mid Cap Etf (VO) 5.0 $17M 60k 279.83
Vanguard Index Fds Growth Etf (VUG) 4.3 $14M 33k 438.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.2 $14M 637k 22.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $10M 178k 57.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.5 $5.1M 62k 82.92
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $5.0M 12k 424.59
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $4.4M 191k 23.24
Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $2.5M 10k 240.33
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $2.4M 22k 109.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $2.4M 80k 30.14
Johnson & Johnson (JNJ) 0.7 $2.3M 15k 152.75
Ishares Tr Rus 1000 Etf (IWB) 0.6 $2.0M 5.8k 339.58
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $1.9M 29k 65.50
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.8M 37k 49.51
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.8M 9.2k 194.23
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $1.8M 6.1k 285.85
Apple (AAPL) 0.4 $1.4M 6.9k 205.18
Ishares Tr National Mun Etf (MUB) 0.4 $1.3M 13k 104.48
Ishares Tr Tips Bd Etf (TIP) 0.4 $1.3M 12k 110.04
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $982k 7.1k 138.68
Ishares Tr Russell 2000 Etf (IWM) 0.3 $890k 4.1k 215.79
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $866k 20k 42.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $672k 14k 49.46
WSFS Financial Corporation (WSFS) 0.2 $664k 12k 55.00
Vanguard World Inf Tech Etf (VGT) 0.2 $662k 999.00 663.09
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $657k 7.9k 83.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $647k 3.6k 181.75
Philip Morris International (PM) 0.2 $615k 3.4k 182.13
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $569k 4.3k 133.30
Ishares Tr Msci Eafe Etf (EFA) 0.2 $545k 6.1k 89.39
Microsoft Corporation (MSFT) 0.2 $543k 1.1k 497.41
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $435k 3.3k 132.13
Meta Platforms Cl A (META) 0.1 $423k 573.00 738.04
Bank of America Corporation (BAC) 0.1 $408k 8.6k 47.32
JPMorgan Chase & Co. (JPM) 0.1 $352k 1.2k 289.98
At&t (T) 0.1 $269k 9.3k 28.94
Medtronic SHS (MDT) 0.1 $262k 3.0k 87.17
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $228k 3.7k 61.21
Automatic Data Processing (ADP) 0.1 $228k 738.00 308.40
Ishares Tr Core 60/40 Balan (AOR) 0.1 $227k 3.7k 61.58
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $225k 1.4k 157.77
Spdr Series Trust Dj Reit Etf (RWR) 0.1 $206k 2.1k 96.45