News + Filings Holdings
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MARSHALL FINANCIAL GROUP INC /ADV
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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JPMORGAN CHASE & CO
| JPM | Common | 2,191 | -2,309 | 318,664,000 | -284,788,000 | 0.12 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MTUM | Common | 10,816 | -759 | 1,560,228,000 | -128,925,000 | 0.60 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VYM | Common | 4,921 | -647 | 521,977,000 | -80,574,000 | 0.20 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHH | Common | 126,722 | -4,615 | 2,474,884,000 | -58,605,000 | 0.95 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 69,276 | -4,692 | 1,706,277,000 | -44,544,000 | 0.65 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWS | Common | 3,205 | -322 | 352,069,000 | -19,428,000 | 0.13 | |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| AOR | Common | 4,196 | -594 | 215,868,000 | -10,008,000 | 0.08 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| RWR | Common | 2,510 | -98 | 227,032,000 | -254,000 | 0.09 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWD | ETF | 11,533 | -382 | 1,820,251,000 | 13,326,000 | 0.70 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHZ | Common | 56,753 | -206 | 2,619,733,000 | 19,567,000 | 1.00 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 4,491 | -152 | 840,978,000 | 31,375,000 | 0.32 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VSGX | Common | 16,704 | -581 | 887,163,000 | 36,913,000 | 0.34 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 25,769 | -16 | 1,048,269,000 | 43,176,000 | 0.40 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| ESGV | Common | 11,096 | -357 | 869,363,000 | 115,094,000 | 0.33 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWO | ETF | 6,458 | -217 | 1,566,997,000 | 135,094,000 | 0.60 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWB | Common | 6,682 | -318 | 1,628,586,000 | 154,869,000 | 0.62 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHV | Common | 306,902 | -999 | 20,590,051,000 | 262,456,000 | 7.89 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHM | Common | 209,253 | -8,556 | 14,863,235,000 | 572,775,000 | 5.70 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 178,688 | -1,445 | 8,251,812,000 | 691,648,000 | 3.16 | |
Hist
| 06/30/2023 |
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SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 375,396 | -13,017 | 16,442,365,000 | 707,740,000 | 6.30 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 14,264 | -681 | 3,925,270,000 | 723,532,000 | 1.50 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHB | Common | 310,983 | -14,877 | 16,077,815,000 | 1,476,033,000 | 6.16 | |
Hist
| 06/30/2023 |
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SCHWAB US LC ETF
| SCHX | Equities | 474,857 | -11,148 | 24,868,271,000 | 2,925,147,000 | 9.53 | |
Hist
| 06/30/2023 |
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