0001221073-20-000118.txt : 20200727 0001221073-20-000118.hdr.sgml : 20200727 20200727103035 ACCESSION NUMBER: 0001221073-20-000118 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200727 DATE AS OF CHANGE: 20200727 EFFECTIVENESS DATE: 20200727 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: 201049288 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 06-30-2020 06-30-2020 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 07-22-2020 0 50 150658 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ISHARES TR MSCI EMG MKT ETF 464287234 269 6730 SH SOLE 0 0 6730 ISHARES TR NATIONAL MUN ETF 464288414 995 8624 SH SOLE 0 0 8624 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 409 4020 SH SOLE 0 0 4020 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10305 157711 SH SOLE 0 0 157711 ISHARES TR AGGRES ALLOC ETF 464289859 224 4086 SH SOLE 0 0 4086 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3936 53570 SH SOLE 0 0 53570 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1616 66377 SH SOLE 0 0 66377 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9011 302890 SH SOLE 0 0 302890 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2138 37031 SH SOLE 0 0 37031 ISHARES TR CRE U S REIT ETF 464288521 1212 27879 SH SOLE 0 0 27879 ISHARES TR RUS 2000 GRW ETF 464287648 1379 6667 SH SOLE 0 0 6667 ISHARES TR RUSSELL 2000 ETF 464287655 794 5544 SH SOLE 0 0 5544 VANGUARD INDEX FDS VALUE ETF 922908744 4607 46259 SH SOLE 0 0 46259 VANGUARD WORLD FD ESG US STK ETF 921910733 215 3811 SH SOLE 0 0 3811 ISHARES TR USA MOMENTUM FCT 46432F396 1433 10939 SH SOLE 0 0 10939 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 11325 226008 SH SOLE 0 0 226008 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 6281 161916 SH SOLE 0 0 161916 SCHWAB STRATEGIC TR US REIT ETF 808524847 2268 64399 SH SOLE 0 0 64399 SPDR SER TR DJ REIT ETF 78464A607 209 2677 SH SOLE 0 0 2677 ISHARES TR 1 3 YR TREAS BD 464287457 750 8656 SH SOLE 0 0 8656 MICROSOFT CORP COM 594918104 513 2519 SH SOLE 0 0 2519 VANGUARD INDEX FDS SMALL CP ETF 922908751 8577 58857 SH SOLE 0 0 58857 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8318 158082 SH SOLE 0 0 158082 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2902 10239 SH SOLE 0 0 10239 ISHARES TR RUS MDCP VAL ETF 464287473 202 2644 SH SOLE 0 0 2644 ISHARES TR GRWT ALLOCAT ETF 464289867 273 5880 SH SOLE 0 0 5880 ISHARES TR MSCI EAFE ETF 464287465 305 5012 SH SOLE 0 0 5012 JOHNSON & JOHNSON COM 478160104 2442 17362 SH SOLE 0 0 17362 BRYN MAWR BK CORP COM 117665109 371 13417 SH SOLE 0 0 13417 OPTINOSE INC COM 68404V100 110 14800 SH SOLE 0 0 14800 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 504 17039 SH SOLE 0 0 17039 JPMORGAN CHASE & CO COM 46625H100 409 4347 SH SOLE 0 0 4347 ARK ETF TR GENOMIC REV ETF 00214Q302 209 4000 SH SOLE 0 0 4000 ISHARES TR JPMORGAN USD EMG 464288281 362 3317 SH SOLE 0 0 3317 APPLE INC COM 037833100 594 1629 SH SOLE 0 0 1629 SCHWAB STRATEGIC TR US TIPS ETF 808524870 14637 243861 SH SOLE 0 0 243861 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1095 27642 SH SOLE 0 0 27642 VANGUARD WORLD FDS INF TECH ETF 92204A702 315 1131 SH SOLE 0 0 1131 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1523 27073 SH SOLE 0 0 27073 ISHARES TR RUS MD CP GR ETF 464287481 852 5390 SH SOLE 0 0 5390 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 448 5689 SH SOLE 0 0 5689 ISHARES TR RUS 1000 VAL ETF 464287598 1892 16800 SH SOLE 0 0 16800 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 16541 162897 SH SOLE 0 0 162897 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 16944 228665 SH SOLE 0 0 228665 VANGUARD INDEX FDS GROWTH ETF 922908736 1538 7610 SH SOLE 0 0 7610 ISHARES TR RUS 1000 ETF 464287622 1363 7939 SH SOLE 0 0 7939 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 310 6106 SH SOLE 0 0 6106 ISHARES TR RUS 1000 GRW ETF 464287614 3763 19605 SH SOLE 0 0 19605 AT&T INC COM 00206R102 265 8768 SH SOLE 0 0 8768 VANGUARD INDEX FDS MID CAP ETF 922908629 3705 22602 SH SOLE 0 0 22602