0001221073-20-000060.txt : 20200423 0001221073-20-000060.hdr.sgml : 20200423 20200423160800 ACCESSION NUMBER: 0001221073-20-000060 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200423 DATE AS OF CHANGE: 20200423 EFFECTIVENESS DATE: 20200423 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: 20811109 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 03-31-2020 03-31-2020 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 04-22-2020 0 44 123662 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 414 1628 SH SOLE 0 0 1628 AT&T INC COM 00206R102 256 8768 SH SOLE 0 0 8768 BRYN MAWR BK CORP COM 117665109 381 13417 SH SOLE 0 0 13417 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 335 3988 SH SOLE 0 0 3988 ISHARES TR MSCI EMG MKT ETF 464287234 230 6730 SH SOLE 0 0 6730 ISHARES TR MSCI EAFE ETF 464287465 267 4991 SH SOLE 0 0 4991 ISHARES TR RUS MD CP GR ETF 464287481 655 5386 SH SOLE 0 0 5386 ISHARES TR RUS 1000 VAL ETF 464287598 1904 19195 SH SOLE 0 0 19195 ISHARES TR RUS 1000 GRW ETF 464287614 2986 19822 SH SOLE 0 0 19822 ISHARES TR RUS 1000 ETF 464287622 1113 7865 SH SOLE 0 0 7865 ISHARES TR RUS 2000 GRW ETF 464287648 1053 6659 SH SOLE 0 0 6659 ISHARES TR RUSSELL 2000 ETF 464287655 634 5540 SH SOLE 0 0 5540 ISHARES TR JPMORGAN USD EMG 464288281 401 4145 SH SOLE 0 0 4145 ISHARES TR NATIONAL MUN ETF 464288414 973 8606 SH SOLE 0 0 8606 ISHARES TR CRE U S REIT ETF 464288521 1061 27094 SH SOLE 0 0 27094 ISHARES TR GRWT ALLOCAT ETF 464289867 240 5797 SH SOLE 0 0 5797 ISHARES TR USA MOMENTUM FCT 46432F396 790 7418 SH SOLE 0 0 7418 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 302 6078 SH SOLE 0 0 6078 JOHNSON & JOHNSON COM 478160104 2276 17360 SH SOLE 0 0 17360 JPMORGAN CHASE & CO COM 46625H100 390 4328 SH SOLE 0 0 4328 MICROSOFT CORP COM 594918104 397 2519 SH SOLE 0 0 2519 OPTINOSE INC COM 68404V100 66 14800 SH SOLE 0 0 14800 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3061 50651 SH SOLE 0 0 50651 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 13905 227015 SH SOLE 0 0 227015 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 13127 164812 SH SOLE 0 0 164812 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 10322 233171 SH SOLE 0 0 233171 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6869 162924 SH SOLE 0 0 162924 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9411 182669 SH SOLE 0 0 182669 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1761 85104 SH SOLE 0 0 85104 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8590 332436 SH SOLE 0 0 332436 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1430 26347 SH SOLE 0 0 26347 SCHWAB STRATEGIC TR US REIT ETF 808524847 2334 71286 SH SOLE 0 0 71286 SCHWAB STRATEGIC TR US TIPS ETF 808524870 14106 245277 SH SOLE 0 0 245277 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 526 21558 SH SOLE 0 0 21558 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1836 32637 SH SOLE 0 0 32637 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2549 10763 SH SOLE 0 0 10763 VANGUARD INDEX FDS MID CAP ETF 922908629 2173 16502 SH SOLE 0 0 16502 VANGUARD INDEX FDS GROWTH ETF 922908736 970 6190 SH SOLE 0 0 6190 VANGUARD INDEX FDS VALUE ETF 922908744 3089 34685 SH SOLE 0 0 34685 VANGUARD INDEX FDS SMALL CP ETF 922908751 5021 43491 SH SOLE 0 0 43491 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 918 27367 SH SOLE 0 0 27367 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3899 116958 SH SOLE 0 0 116958 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 401 5665 SH SOLE 0 0 5665 VANGUARD WORLD FDS INF TECH ETF 92204A702 240 1131 SH SOLE 0 0 1131