0001221073-21-000012.txt : 20210204 0001221073-21-000012.hdr.sgml : 20210204 20210204095157 ACCESSION NUMBER: 0001221073-21-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210204 DATE AS OF CHANGE: 20210204 EFFECTIVENESS DATE: 20210204 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: 21589299 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 12-31-2020 12-31-2020 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 01-28-2021 0 56 204177 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 866 6526 SH SOLE 0 0 6526 ARK ETF TR GENOMIC REV ETF 00214Q302 373 4000 SH SOLE 0 0 4000 AT&T INC COM 00206R102 253 8800 SH SOLE 0 0 8800 BK OF AMERICA CORP COM 060505104 235 7744 SH SOLE 0 0 7744 BRYN MAWR BK CORP COM 117665109 410 13417 SH SOLE 0 0 13417 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 517 4051 SH SOLE 0 0 4051 ISHARES TR 1 3 YR TREAS BD 464287457 748 8656 SH SOLE 0 0 8656 ISHARES TR AGGRES ALLOC ETF 464289859 377 5878 SH SOLE 0 0 5878 ISHARES TR CRE U S REIT ETF 464288521 1208 24957 SH SOLE 0 0 24957 ISHARES TR GRWT ALLOCAT ETF 464289867 372 7127 SH SOLE 0 0 7127 ISHARES TR JPMORGAN USD EMG 464288281 518 4471 SH SOLE 0 0 4471 ISHARES TR MSCI EAFE ETF 464287465 367 5026 SH SOLE 0 0 5026 ISHARES TR MSCI EMG MKT ETF 464287234 294 5692 SH SOLE 0 0 5692 ISHARES TR MSCI USA MMENTM 46432F396 2198 13628 SH SOLE 0 0 13628 ISHARES TR NATIONAL MUN ETF 464288414 954 8137 SH SOLE 0 0 8137 ISHARES TR RUS 1000 ETF 464287622 1722 8129 SH SOLE 0 0 8129 ISHARES TR RUS 1000 GRW ETF 464287614 4477 18566 SH SOLE 0 0 18566 ISHARES TR RUS 1000 VAL ETF 464287598 2079 15203 SH SOLE 0 0 15203 ISHARES TR RUS 2000 GRW ETF 464287648 1828 6377 SH SOLE 0 0 6377 ISHARES TR RUS 2000 VAL ETF 464287630 233 1770 SH SOLE 0 0 1770 ISHARES TR RUS MD CP GR ETF 464287481 951 9269 SH SOLE 0 0 9269 ISHARES TR RUS MDCP VAL ETF 464287473 257 2648 SH SOLE 0 0 2648 ISHARES TR RUS MID CAP ETF 464287499 249 3639 SH SOLE 0 0 3639 ISHARES TR RUSSELL 2000 ETF 464287655 1087 5547 SH SOLE 0 0 5547 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 312 6141 SH SOLE 0 0 6141 JOHNSON & JOHNSON COM 478160104 2733 17365 SH SOLE 0 0 17365 JPMORGAN CHASE & CO COM 46625H100 557 4383 SH SOLE 0 0 4383 MEDTRONIC PLC SHS G5960L103 233 1991 SH SOLE 0 0 1991 MICROSOFT CORP COM 594918104 560 2519 SH SOLE 0 0 2519 OPTINOSE INC COM 68404V100 61 14800 SH SOLE 0 0 14800 OUTLOOK THERAPEUTICS INC COM NEW 69012T206 15 11875 SH SOLE 0 0 11875 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2412 78687 SH SOLE 0 0 78687 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 11329 314617 SH SOLE 0 0 314617 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 652 17319 SH SOLE 0 0 17319 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1498 26738 SH SOLE 0 0 26738 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11228 123398 SH SOLE 0 0 123398 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 19246 149881 SH SOLE 0 0 149881 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 15859 266403 SH SOLE 0 0 266403 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 22250 244636 SH SOLE 0 0 244636 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12467 182849 SH SOLE 0 0 182849 SCHWAB STRATEGIC TR US REIT ETF 808524847 2213 58276 SH SOLE 0 0 58276 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 14388 161666 SH SOLE 0 0 161666 SCHWAB STRATEGIC TR US TIPS ETF 808524870 15058 242555 SH SOLE 0 0 242555 SPDR SER TR DJ REIT ETF 78464A607 232 2677 SH SOLE 0 0 2677 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2265 38676 SH SOLE 0 0 38676 VANGUARD INDEX FDS GROWTH ETF 922908736 2114 8343 SH SOLE 0 0 8343 VANGUARD INDEX FDS MID CAP ETF 922908629 6907 33406 SH SOLE 0 0 33406 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5326 15495 SH SOLE 0 0 15495 VANGUARD INDEX FDS SMALL CP ETF 922908751 12644 64946 SH SOLE 0 0 64946 VANGUARD INDEX FDS VALUE ETF 922908744 8304 69807 SH SOLE 0 0 69807 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1154 23030 SH SOLE 0 0 23030 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7787 164953 SH SOLE 0 0 164953 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 491 5363 SH SOLE 0 0 5363 VANGUARD WORLD FD ESG INTL STK ETF 921910725 348 5867 SH SOLE 0 0 5867 VANGUARD WORLD FD ESG US STK ETF 921910733 561 7997 SH SOLE 0 0 7997 VANGUARD WORLD FDS INF TECH ETF 92204A702 400 1131 SH SOLE 0 0 1131