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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
TIP +6,529+$702
VCIT +7,094+$577
PM +3,378+$318
MRK +1,965+$214
META +571+$202
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
OTLK -11,875-$3
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
SCHZ +22,664+$1,203
SCHA +14,794+$2,867
SCHH +14,045+$675
SCHE +9,972+$306
VEA +8,123+$1,146
VSGX +8,072+$528
VTV +6,668+$2,151
ESGV +6,546+$668
BNDX +4,409+$277
VO +2,808+$1,992
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SCHB -5,609+$1,487
VWO -4,784-$157
SCHX -4,726+$2,355
SCHG -4,398+$2,951
SCHP -3,456+$465
USRT -592+$682
JNJ -589-$80
EMB -391-$15
VYM -264+$14
Marshall Financial Group Inc. ADV Info
Size ($ in 1000's)
At 12/31/2023: $280,054
At 09/30/2023: $245,460

Marshall Financial Group Inc. ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marshall Financial Group Inc. ADV 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Marshall Financial Group Inc. ADV
As of  12/31/2023, we find all stocks held by Marshall Financial Group Inc. ADV to be as follows, presented in the table below with each row detailing each Marshall Financial Group Inc. ADV position, ordered by largest to smallest position size. The all-stocks-held-by-Marshall Financial Group Inc. ADV table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Marshall Financial Group Inc. ADV as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 319,415 -4,398 $26,499
     SCHG319,415-4,398$26,499
SCHWAB STRATEGIC TR 447,155 -4,726 $25,220
     SCHX447,155-4,726$25,220
SCHWAB STRATEGIC TR 298,046 -195 $20,893
     SCHV298,046-195$20,893
SCHWAB STRATEGIC TR 373,866 -3,456 $19,516
     SCHP373,866-3,456$19,516
SCHWAB STRATEGIC TR 387,270 +14,794 $18,295
     SCHA387,270+14,794$18,295
VANGUARD INDEX FDS (VB) 81,334 +2,782 $17,351
     VB81,334+2,782$17,351
SCHWAB STRATEGIC TR 303,599 -5,609 $16,901
     SCHB303,599-5,609$16,901
VANGUARD INDEX FDS (VTV) 106,419 +6,668 $15,910
     VTV106,419+6,668$15,910
SCHWAB STRATEGIC TR 207,761 +1,367 $15,649
     SCHM207,761+1,367$15,649
VANGUARD INDEX FDS (VOO) 33,745 +943 $14,740
     VOO33,745+943$14,740
VANGUARD INDEX FDS (VO) 57,695 +2,808 $13,422
     VO57,695+2,808$13,422
SCHWAB STRATEGIC TR 325,460 +1,382 $12,029
     SCHF325,460+1,382$12,029
VANGUARD INDEX FDS (VUG) 32,134 +1,805 $9,990
     VUG32,134+1,805$9,990
VANGUARD TAX MANAGED FDS (VEA) 189,075 +8,123 $9,057
     VEA189,075+8,123$9,057
ISHARES TR (USRT) 99,970 -592 $5,427
     USRT99,970-592$5,427
SCHWAB STRATEGIC TR 84,085 +22,664 $3,920
     SCHZ84,085+22,664$3,920
ISHARES TR (IWF) 12,901 -206 $3,911
     IWF12,901-206$3,911
SCHWAB STRATEGIC TR 143,789 +14,045 $2,978
     SCHH143,789+14,045$2,978
VANGUARD CHARLOTTE FDS (BNDX) 43,114 +4,409 $2,128
     BNDX43,114+4,409$2,128
SCHWAB STRATEGIC TR 78,956 +9,972 $1,957
     SCHE78,956+9,972$1,957
JOHNSON & JOHNSON 11,610 -589 $1,820
     JNJ11,610-589$1,820
ISHARES TR (IWO) 7,079 +621 $1,786
     IWO7,079+621$1,786
ISHARES TR (IWD) 10,271 +66 $1,697
     IWD10,271+66$1,697
ISHARES TR (IWB) 6,408 +24 $1,680
     IWB6,408+24$1,680
VANGUARD WORLD FD (ESGV) 17,811 +6,546 $1,515
     ESGV17,811+6,546$1,515
APPLE INC 7,311 +349 $1,408
     AAPL7,311+349$1,408
ISHARES TR (MTUM) 8,880 -182 $1,393
     MTUM8,880-182$1,393
VANGUARD WORLD FD (VSGX) 25,099 +8,072 $1,387
     VSGX25,099+8,072$1,387
ISHARES TR (MUB) 8,598 +1,187 $932
     MUB8,598+1,187$932
ISHARES TR (IWM) 4,499 +8 $903
     IWM4,499+8$903
ISHARES TR (IWP) 7,673 +22 $802
     IWP7,673+22$802
ISHARES TR (TIP) 6,529 +6,529 $702
     TIP6,529+6,529$702
MICROSOFT CORP 1,767 +149 $664
     MSFT1,767+149$664
VANGUARD INTL EQUITY INDEX F (VWO) 15,903 -4,784 $654
     VWO15,903-4,784$654
VANGUARD SCOTTSDALE FDS (VCIT) 7,094 +7,094 $577
     VCIT7,094+7,094$577
SCHWAB STRATEGIC TR 16,366 +421 $571
     SCHC16,366+421$571
VANGUARD WHITEHALL FDS (VYM) 5,007 -264 $559
     VYM5,007-264$559
WSFS FINL CORP 12,075 UNCH $555
     WSFS12,075UNCH$555
INVESCO EXCHANGE TRADED FD T (RSP) 3,474 -97 $548
     RSP3,474-97$548
ISHARES TR (AOA) 6,861 +494 $474
     AOA6,861+494$474
VANGUARD WORLD FDS (VGT) 978 +4 $473
     VGT978+4$473
ISHARES TR (EFA) 5,932 +40 $447
     EFA5,932+40$447
JPMORGAN CHASE & CO 2,222 +17 $378
     JPM2,222+17$378
ISHARES TR (IWS) 3,234 +29 $376
     IWS3,234+29$376
PHILIP MORRIS INTL INC 3,378 +3,378 $318
     PM3,378+3,378$318
BANK AMERICA CORP 8,259 +70 $278
     BAC8,259+70$278
ISHARES TR (IWN) 1,680 +21 $261
     IWN1,680+21$261
SPDR SER TR (RWR) 2,517 +4 $240
     RWR2,517+4$240
ISHARES TR (EMB) 2,499 -391 $223
     EMB2,499-391$223
ISHARES TR (AOR) 4,118 +38 $219
     AOR4,118+38$219
MERCK & CO INC 1,965 +1,965 $214
     MRK1,965+1,965$214
META PLATFORMS INC 571 +571 $202
     META571+571$202
OUTLOOK THERAPEUTICS INC 11,875 +0 $5
     OTLK11,875UNCH$5

See Summary: Marshall Financial Group Inc. ADV Top Holdings
See Details: Top 10 Stocks Held By Marshall Financial Group Inc. ADV

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