0001221073-19-000108.txt : 20191030
0001221073-19-000108.hdr.sgml : 20191030
20191030171322
ACCESSION NUMBER: 0001221073-19-000108
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191030
DATE AS OF CHANGE: 20191030
EFFECTIVENESS DATE: 20191030
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: 191181125
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
09-30-2019
09-30-2019
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
10-28-2019
0
48
131261
false
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALLSCRIPTS HEALTHCARE SOLUTNCOM01988P10814112849SHSOLE
0012849APPLE INCCOM0378331003861725SHSOLE
001725AT&T INCCOM00206R1023328767SHSOLE
008767BANK AMER CORPCOM0605051042267745SHSOLE
007745BRYN MAWR BK CORPCOM11766510949013417SHSOLE
0013417INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3574283957SHSOLE
003957ISHARES TRCRE U S REIT ETF4642885212704868SHSOLE
004868ISHARES TREAFE SML CP ETF4642882733746534SHSOLE
006534ISHARES TRJPMORGAN USD EMG46428828111319981SHSOLE
009981ISHARES TRMSCI EAFE ETF46428746566010116SHSOLE
0010116ISHARES TRMSCI EMG MKT ETF4642872343919571SHSOLE
009571ISHARES TRNATIONAL MUN ETF4642884148107096SHSOLE
007096ISHARES TRRUS 1000 ETF46428762212927850SHSOLE
007850ISHARES TRRUS 1000 GRW ETF464287614392224568SHSOLE
0024568ISHARES TRRUS 1000 VAL ETF464287598276621562SHSOLE
0021562ISHARES TRRUS 2000 GRW ETF46428764814607576SHSOLE
007576ISHARES TRRUS 2000 VAL ETF4642876303382830SHSOLE
002830ISHARES TRRUS MD CP GR ETF4642874817615383SHSOLE
005383ISHARES TRRUS MDCP VAL ETF4642874732843168SHSOLE
003168ISHARES TRRUS MID CAP ETF4642874992043639SHSOLE
003639ISHARES TRRUSSELL 2000 ETF4642876559676393SHSOLE
006393JOHNSON & JOHNSONCOM478160104251819459SHSOLE
0019459JP MORGAN EXCHANGE TRADED FDULTRA SHRT INC46641Q8373036008SHSOLE
006008JPMORGAN CHASE & COCOM46625H1005174395SHSOLE
004395MICROSOFT CORPCOM5949181043962849SHSOLE
002849SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247062609103827SHSOLE
00103827SCHWAB STRATEGIC TRINTL EQTY ETF8085248058928280240SHSOLE
00280240SCHWAB STRATEGIC TRINTL SCEQT ETF80852488847414919SHSOLE
0014919SCHWAB STRATEGIC TRUS AGGREGATE B808524839101018764SHSOLE
0018764SCHWAB STRATEGIC TRUS BRD MKT ETF808524102356350174SHSOLE
0050174SCHWAB STRATEGIC TRUS LCAP GR ETF80852430013233157520SHSOLE
00157520SCHWAB STRATEGIC TRUS LCAP VA ETF80852440913283234137SHSOLE
00234137SCHWAB STRATEGIC TRUS LRG CAP ETF80852420115245214924SHSOLE
00214924SCHWAB STRATEGIC TRUS MID-CAP ETF8085245089499168001SHSOLE
00168001SCHWAB STRATEGIC TRUS REIT ETF808524847311165959SHSOLE
0065959SCHWAB STRATEGIC TRUS SML CAP ETF80852460714307205173SHSOLE
00205173SCHWAB STRATEGIC TRUS TIPS ETF80852487014282251617SHSOLE
00251617SPDR SERIES TRUSTDJ REIT ETF78464A6072852729SHSOLE
002729VANGUARD CHARLOTTE FDSINTL BD IDX ETF92203J407140723922SHSOLE
0023922VANGUARD INDEX FDSGROWTH ETF9229087364452675SHSOLE
002675VANGUARD INDEX FDSMID CAP ETF92290862912217285SHSOLE
007285VANGUARD INDEX FDSS&P 500 ETF SHS92290836312784689SHSOLE
004689VANGUARD INDEX FDSSMALL CP ETF9229087519266019SHSOLE
006019VANGUARD INDEX FDSVALUE ETF922908744187416790SHSOLE
0016790VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285845011172SHSOLE
0011172VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF921943858172141899SHSOLE
0041899VANGUARD WHITEHALL FDS INCHIGH DIV YLD9219464064995629SHSOLE
005629VANGUARD WORLD FDSINF TECH ETF92204A7022441131SHSOLE
001131