Filling information for MARSHALL FINANCIAL GROUP INC /ADV as Treemap, investor disclosed 48 total holdings based on 2023-09-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 13968735 | 206394 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 11005695 | 324078 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 319770 | 2205 | |
| 464288281 | 464288281 | ISHARES TR | JPMORGAN USD EMG | 238483 | 2890 | |
| 921910725 | 921910725 | VANGUARD WORLD FD | ESG INTL STK ETF | 858822 | 17027 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 1499584 | 6384 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1900018 | 12199 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 14851867 | 78552 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 15414011 | 309208 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 544578 | 5271 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 11429723 | 54887 | |
| 92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 1851254 | 38705 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 23547688 | 323813 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 793691 | 4491 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 15427952 | 372476 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 224216 | 8189 | |
| 808524847 | 808524847 | SCHWAB STRATEGIC TR | US REIT ETF | 2302959 | 129744 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 19224625 | 298241 | |
| 464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 1447467 | 6458 | |
| 808524888 | 808524888 | SCHWAB STRATEGIC TR | INTL SCEQT ETF | 514214 | 15945 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 505935 | 3571 | |
| 037833100 | 037833100 | APPLE INC | COM | 1192007 | 6962 | |
| 808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 19050968 | 377322 | |
| 46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 1265951 | 9062 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 759887 | 7411 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 406103 | 5892 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 8258835 | 30329 | |
| 464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 224880 | 1659 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 2716661 | 61421 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 510884 | 1618 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 13758702 | 99751 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 1549321 | 10205 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 7911240 | 180952 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 3486430 | 13107 | |
| 464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 334440 | 3205 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 811129 | 20687 | |
| 78464A607 | 78464A607 | SPDR SER TR | DJ REIT ETF | 208450 | 2513 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 1651485 | 68984 | |
| 921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 847381 | 11265 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 22865156 | 451881 | |
| 464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 698910 | 7651 | |
| 929328102 | 929328102 | WSFS FINL CORP | COM | 440738 | 12075 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 404230 | 974 | |
| 464289867 | 464289867 | ISHARES TR | GRWT ALLOCAT ETF | 201593 | 4080 | |
| 464288521 | 464288521 | ISHARES TR | CRE U S REIT ETF | 4744512 | 100562 | |
| 464289859 | 464289859 | ISHARES TR | AGGRES ALLOC ETF | 404209 | 6367 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 12881322 | 32802 | |
| 69012T206 | 69012T206 | OUTLOOK THERAPEUTICS INC | COM NEW | 2624 | 11875 |