MARSHALL FINANCIAL GROUP INC /ADV - Portfolio overview

MARSHALL FINANCIAL GROUP INC /ADV has 53 reported holdings in this dataset, with the latest filing dated 2025-11-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 9.42%
2. SCHG - SCHWAB STRATEGIC TR, 9.29%
3. SCHV - SCHWAB STRATEGIC TR, 8.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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