0001221073-20-000020.txt : 20200205 0001221073-20-000020.hdr.sgml : 20200205 20200205170809 ACCESSION NUMBER: 0001221073-20-000020 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200205 DATE AS OF CHANGE: 20200205 EFFECTIVENESS DATE: 20200205 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: 20579686 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 false false 0000701189 XXXXXXXX 12-31-2019 12-31-2019 false MARSHALL FINANCIAL GROUP INC /ADV

33 WEST COURT STREET DOYLESTOWN PA 18901

13F HOLDINGS REPORT 028-19085 N Daniel Cairns 215-348-9393 /s/Daniel Cairns Harrisonburg VA 01-29-2020 0 50 148036 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 478 1626 SH SOLE 0 0 1626 AT&T INC COM 00206R102 343 8768 SH SOLE 0 0 8768 BANK AMER CORP COM 060505104 273 7744 SH SOLE 0 0 7744 BRYN MAWR BK CORP COM 117665109 553 13417 SH SOLE 0 0 13417 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 460 3974 SH SOLE 0 0 3974 ISHARES TR CORE S&P SCP ETF 464287804 206 2458 SH SOLE 0 0 2458 ISHARES TR CRE U S REIT ETF 464288521 341 6243 SH SOLE 0 0 6243 ISHARES TR EAFE SML CP ETF 464288273 414 6649 SH SOLE 0 0 6649 ISHARES TR GRWT ALLOCAT ETF 464289867 217 4532 SH SOLE 0 0 4532 ISHARES TR JPMORGAN USD EMG 464288281 1339 11688 SH SOLE 0 0 11688 ISHARES TR MSCI EAFE ETF 464287465 605 8713 SH SOLE 0 0 8713 ISHARES TR MSCI EMG MKT ETF 464287234 429 9571 SH SOLE 0 0 9571 ISHARES TR NATIONAL MUN ETF 464288414 818 7177 SH SOLE 0 0 7177 ISHARES TR RUS 1000 ETF 464287622 1403 7865 SH SOLE 0 0 7865 ISHARES TR RUS 1000 GRW ETF 464287614 3956 22486 SH SOLE 0 0 22486 ISHARES TR RUS 1000 VAL ETF 464287598 2955 21654 SH SOLE 0 0 21654 ISHARES TR RUS 2000 GRW ETF 464287648 1581 7382 SH SOLE 0 0 7382 ISHARES TR RUS 2000 VAL ETF 464287630 364 2830 SH SOLE 0 0 2830 ISHARES TR RUS MD CP GR ETF 464287481 822 5386 SH SOLE 0 0 5386 ISHARES TR RUS MDCP VAL ETF 464287473 300 3168 SH SOLE 0 0 3168 ISHARES TR RUS MID CAP ETF 464287499 217 3639 SH SOLE 0 0 3639 ISHARES TR RUSSELL 2000 ETF 464287655 1060 6399 SH SOLE 0 0 6399 ISHARES TR USA MOMENTUM FCT 46432F396 282 2246 SH SOLE 0 0 2246 JOHNSON & JOHNSON COM 478160104 2606 17866 SH SOLE 0 0 17866 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 305 6045 SH SOLE 0 0 6045 JPMORGAN CHASE & CO COM 46625H100 615 4409 SH SOLE 0 0 4409 MICROSOFT CORP COM 594918104 397 2519 SH SOLE 0 0 2519 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3089 112855 SH SOLE 0 0 112855 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9853 292983 SH SOLE 0 0 292983 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 519 14974 SH SOLE 0 0 14974 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1401 26229 SH SOLE 0 0 26229 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4802 62459 SH SOLE 0 0 62459 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 15374 165475 SH SOLE 0 0 165475 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 14695 244427 SH SOLE 0 0 244427 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 16575 215795 SH SOLE 0 0 215795 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11421 189882 SH SOLE 0 0 189882 SCHWAB STRATEGIC TR US REIT ETF 808524847 3258 70877 SH SOLE 0 0 70877 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 15825 209214 SH SOLE 0 0 209214 SCHWAB STRATEGIC TR US TIPS ETF 808524870 14138 249663 SH SOLE 0 0 249663 SPDR SERIES TRUST DJ REIT ETF 78464A607 278 2729 SH SOLE 0 0 2729 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1526 26972 SH SOLE 0 0 26972 VANGUARD INDEX FDS GROWTH ETF 922908736 683 3750 SH SOLE 0 0 3750 VANGUARD INDEX FDS MID CAP ETF 922908629 1380 7745 SH SOLE 0 0 7745 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1768 5976 SH SOLE 0 0 5976 VANGUARD INDEX FDS SMALL CP ETF 922908751 1857 11210 SH SOLE 0 0 11210 VANGUARD INDEX FDS VALUE ETF 922908744 2896 24162 SH SOLE 0 0 24162 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 545 12250 SH SOLE 0 0 12250 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2008 45585 SH SOLE 0 0 45585 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 529 5647 SH SOLE 0 0 5647 VANGUARD WORLD FDS INF TECH ETF 92204A702 277 1131 SH SOLE 0 0 1131