MARSHALL FINANCIAL GROUP INC /ADV

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Doylestown, PA
CIK
0000701189
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 53 280,051 SCHG, SCHX, SCHV, SCHP 13F-HR 2/7/2024 000122107324000013
Q3 2023 48 245,459 SCHG, SCHX, SCHV, SCHP 13F-HR 11/2/2023 000122107323000078
Q2 2023 50 260,901 SCHG, SCHX, SCHV, SCHP 13F-HR 8/10/2023 000122107323000063
Q1 2023 51 246,006 SCHX, SCHG, SCHV, SCHP 13F-HR 5/2/2023 000122107323000038
Q4 2022 51 232,754 SCHX, SCHV, SCHG, SCHP 13F-HR 2/6/2023 000122107323000019
Q3 2022 53 211,564 SCHX, SCHV, SCHP, SCHG 13F-HR 11/14/2022 000122107322000086
Q2 2022 54 220,109 SCHX, SCHV, SCHG, SCHP 13F-HR 8/10/2022 000122107322000065
Q1 2022 57 250,776 SCHX, SCHG, SCHV, SCHA 13F-HR 5/10/2022 000122107322000039
Q4 2021 59 258,099 SCHX, SCHG, SCHV, SCHP 13F-HR 2/7/2022 000122107322000012
Q3 2021 60 237,594 SCHX, SCHG, SCHV, SCHP 13F-HR 11/15/2021 000122107321000122
Q2 2021 58 235,001 SCHX, SCHG, SCHV, SCHA 13F-HR 7/29/2021 000122107321000076
Q1 2021 56 220,263 SCHX, SCHG, SCHV, SCHA 13F-HR 5/10/2021 000122107321000058
Q4 2020 56 204,177 SCHX, SCHG, SCHV, SCHP 13F-HR 2/4/2021 000122107321000012
Q3 2020 53 169,210 SCHX, SCHG, SCHP, SCHV 13F-HR 11/10/2020 000122107320000151
Q2 2020 50 150,658 SCHX, SCHG, SCHP, SCHV 13F-HR 7/27/2020 000122107320000118
Q1 2020 44 123,662 SCHP, SCHX, SCHG, SCHV 13F-HR 4/23/2020 000122107320000060
Q4 2019 50 148,036 SCHX, SCHA, SCHG, SCHV 13F-HR 2/5/2020 000122107320000020
Q3 2019 48 131,261 SCHX, SCHA, SCHP, SCHV 13F-HR 10/30/2019 000122107319000108
Q2 2019 50 131,070 SCHX, SCHP, SCHA, SCHG 13F-HR 7/23/2019 000122107319000079
Q1 2019 49 122,267 SCHP, SCHX, SCHA, SCHG 13F-HR 4/26/2019 000122107319000049
Q4 2018 51 105,553 SCHP, SCHX, SCHG, SCHV 13F-HR 2/11/2019 000122107319000025