0001221073-19-000049.txt : 20190426
0001221073-19-000049.hdr.sgml : 20190426
20190426140203
ACCESSION NUMBER: 0001221073-19-000049
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190426
DATE AS OF CHANGE: 20190426
EFFECTIVENESS DATE: 20190426
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MARSHALL FINANCIAL GROUP INC /ADV
CENTRAL INDEX KEY: 0000701189
IRS NUMBER: 232169141
STATE OF INCORPORATION: PA
FISCAL YEAR END: 0630
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19085
FILM NUMBER: 19770900
BUSINESS ADDRESS:
STREET 1: 33 WEST COURT STREET
CITY: DOYLESTOWN
STATE: PA
ZIP: 18901
BUSINESS PHONE: 2153489393
MAIL ADDRESS:
STREET 1: 33 WEST COURT STREET
CITY: DOYLESTOWN
STATE: PA
ZIP: 18901
FORMER COMPANY:
FORMER CONFORMED NAME: MARSHALL INVESTMENT ADVISORS INC /PA/ /ADV
DATE OF NAME CHANGE: 19910927
FORMER COMPANY:
FORMER CONFORMED NAME: MARSHALL WILLIAM L INVESTMENT ADVISORS INC /ADV
DATE OF NAME CHANGE: 19900706
FORMER COMPANY:
FORMER CONFORMED NAME: MARSHALL FINANCIAL GROUP INC /ADV
DATE OF NAME CHANGE: 19820318
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0000701189
XXXXXXXX
03-31-2019
03-31-2019
MARSHALL FINANCIAL GROUP INC /ADV
33 WEST COURT STREET
DOYLESTOWN
PA
18901
13F HOLDINGS REPORT
028-19085
N
Daniel Cairns
Chief Financial Officer
215 348-9393
/s/Daniel Cairns
Harrisonburg
VA
04-26-2019
0
49
122267
false
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALLSCRIPTS HEALTHCARE SOLUTNCOM01988P10812312849SHSOLE
0012849APPLE INCCOM0378331004152186SHSOLE
002186AT&T INCCOM00206R10240312839SHSOLE
0012839BANK AMER CORPCOM0605051042147745SHSOLE
007745BRYN MAWR BK CORPCOM11766510948513417SHSOLE
0013417INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3574133957SHSOLE
003957ISHARES TRMSCI EMG MKT ETF4642872344119571SHSOLE
009571ISHARES TRMSCI EAFE ETF46428746568010482SHSOLE
0010482ISHARES TRRUS MDCP VAL ETF4642874732753168SHSOLE
003168ISHARES TRRUS MD CP GR ETF4642874817305381SHSOLE
005381ISHARES TRRUS 1000 VAL ETF464287598265721517SHSOLE
0021517ISHARES TRRUS 1000 GRW ETF464287614381425196SHSOLE
0025196ISHARES TRRUS 1000 ETF46428762212337841SHSOLE
007841ISHARES TRRUS 2000 VAL ETF4642876303392830SHSOLE
002830ISHARES TRRUS 2000 GRW ETF46428764814997620SHSOLE
007620ISHARES TRRUSSELL 2000 ETF46428765512258000SHSOLE
008000ISHARES TREAFE SML CP ETF4642882733706443SHSOLE
006443ISHARES TRJPMORGAN USD EMG4642882817196529SHSOLE
006529ISHARES TRNATIONAL MUN ETF4642884147036321SHSOLE
006321ISHARES TRCRE U S REIT ETF4642885212514860SHSOLE
004860ISHARES TRGRWT ALLOCAT ETF4642898672104704SHSOLE
004704JOHNSON & JOHNSONCOM478160104519237143SHSOLE
0037143JPMORGAN CHASE & COCOM46625H1004444382SHSOLE
004382MICROSOFT CORPCOM5949181043603049SHSOLE
003049PEPSICO INCCOM7134481082231820SHSOLE
001820SCHWAB STRATEGIC TRUS BRD MKT ETF808524102234134404SHSOLE
0034404SCHWAB STRATEGIC TRUS LRG CAP ETF80852420113677202292SHSOLE
00202292SCHWAB STRATEGIC TRUS LCAP GR ETF80852430012413156280SHSOLE
00156280SCHWAB STRATEGIC TRUS LCAP VA ETF80852440911626212382SHSOLE
00212382SCHWAB STRATEGIC TRUS MID-CAP ETF8085245087250130896SHSOLE
00130896SCHWAB STRATEGIC TRUS SML CAP ETF80852460712570179753SHSOLE
00179753SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706256698648SHSOLE
0098648SCHWAB STRATEGIC TRINTL EQTY ETF8085248058904284386SHSOLE
00284386SCHWAB STRATEGIC TRUS AGGREGATE B80852483980515518SHSOLE
0015518SCHWAB STRATEGIC TRUS REIT ETF808524847257958046SHSOLE
0058046SCHWAB STRATEGIC TRSHT TM US TRES8085248622504974SHSOLE
004974SCHWAB STRATEGIC TRUS TIPS ETF80852487013964253892SHSOLE
00253892SCHWAB STRATEGIC TRINTL SCEQT ETF80852488854216801SHSOLE
0016801SPDR SERIES TRUSTDJ REIT ETF78464A6072702729SHSOLE
002729VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J407107719319SHSOLE
0019319VANGUARD INDEX FDSS&P 500 ETF SHS92290836311424401SHSOLE
004401VANGUARD INDEX FDSMID CAP ETF9229086299295780SHSOLE
005780VANGUARD INDEX FDSGROWTH ETF9229087364182675SHSOLE
002675VANGUARD INDEX FDSVALUE ETF922908744170415830SHSOLE
0015830VANGUARD INDEX FDSSMALL CP ETF9229087514943235SHSOLE
003235VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428583017088SHSOLE
007088VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858235157521SHSOLE
0057521VANGUARD WHITEHALL FDS INCHIGH DIV YLD9219464064795595SHSOLE
005595VANGUARD WORLD FDSINF TECH ETF92204A7022271131SHSOLE
001131