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  Name: MARSHALL FINANCIAL GROUP INC /ADV
  City: DOYLESTOWN
  State: PA
  Zip: 18901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $303,339,000
  Total Value Change : $23,285,000
  Securities Held Change : 2
   
All Securities Held : 55
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 28
  Unchanged Positions : 5
  Decreased Positions : 17

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Holdings Found : 17     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 1 - $97.11 $28,363,000 305,896 9.35% 1,864,000 -13,519 0.029    Closed - End Fund - Debt
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 7 - $61.77 $18,366,000 300,840 6.05% 1,465,000 -2,759 0.154    Closed - End Fund - Debt
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 10 - $490.80 $15,930,000 33,139 5.25% 1,190,000 -606 0.004    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 13 - $361.13 $10,854,000 31,534 3.58% 864,000 -600 0.012    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 14 - $49.56 $9,483,000 189,015 3.13% 426,000 -60 0.008    Closed - End Fund - F...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 16 - $351.27 $4,140,000 12,284 1.36% 229,000 -617 0.005    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 20 - $26.20 $1,988,000 78,724 0.66% 31,000 -232 0.029    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 22 - $175.47 $1,825,000 10,187 0.6% 128,000 -84 0.003    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 23 - $48.53 $1,696,000 34,483 0.56% -432,000 -8,631 0.004    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 24 - $292.13 $1,665,000 5,779 0.55% -15,000 -629 0.004    Closed - End Fund - E...
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 25 - $0.00 $1,632,000 17,515 0.54% 117,000 -296 0.047    N/A
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 26 - $0.00 $1,586,000 8,466 0.52% 193,000 -414 0.001    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 29 - $196.89 $1,240,000 7,229 0.41% -168,000 -82 0    Personal Computers
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 30 - $201.20 $910,000 4,329 0.3% 7,000 -170 0    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 32 - $106.16 $874,000 8,125 0.29% -58,000 -473 0.001    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 35 - $43.22 $647,000 15,492 0.21% -7,000 -411 0    Closed - End Fund - E...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 38 - $118.92 $569,000 4,701 0.19% 10,000 -306 0.001    Closed - End Fund - Debt
      17 Records Found
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