0001221073-22-000065.txt : 20220810 0001221073-22-000065.hdr.sgml : 20220810 20220810140914 ACCESSION NUMBER: 0001221073-22-000065 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220810 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: 221151381 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 06-30-2022 06-30-2022 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 08-05-2022 0 54 220109 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 949 6944 SH SOLE 0 0 6944 AUTOMATIC DATA PROCESSING IN COM 053015103 220 1047 SH SOLE 0 0 1047 BK OF AMERICA CORP COM 060505104 248 7967 SH SOLE 0 0 7967 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 555 4132 SH SOLE 0 0 4132 IQVIA HLDGS INC COM 46266C105 1441 6643 SH SOLE 0 0 6643 ISHARES TR 1 3 YR TREAS BD 464287457 333 4020 SH SOLE 0 0 4020 ISHARES TR AGGRES ALLOC ETF 464289859 341 5701 SH SOLE 0 0 5701 ISHARES TR CRE U S REIT ETF 464288521 3013 56416 SH SOLE 0 0 56416 ISHARES TR JPMORGAN USD EMG 464288281 357 4189 SH SOLE 0 0 4189 ISHARES TR MSCI EAFE ETF 464287465 364 5822 SH SOLE 0 0 5822 ISHARES TR MSCI EMG MKT ETF 464287234 207 5150 SH SOLE 0 0 5150 ISHARES TR MSCI USA MMENTM 46432F396 1498 10986 SH SOLE 0 0 10986 ISHARES TR NATIONAL MUN ETF 464288414 938 8823 SH SOLE 0 0 8823 ISHARES TR RUS 1000 ETF 464287622 1450 6979 SH SOLE 0 0 6979 ISHARES TR RUS 1000 GRW ETF 464287614 3361 15369 SH SOLE 0 0 15369 ISHARES TR RUS 1000 VAL ETF 464287598 1786 12318 SH SOLE 0 0 12318 ISHARES TR RUS 2000 GRW ETF 464287648 1271 6162 SH SOLE 0 0 6162 ISHARES TR RUS 2000 VAL ETF 464287630 224 1645 SH SOLE 0 0 1645 ISHARES TR RUS MD CP GR ETF 464287481 603 7615 SH SOLE 0 0 7615 ISHARES TR RUS MDCP VAL ETF 464287473 357 3517 SH SOLE 0 0 3517 ISHARES TR RUSSELL 2000 ETF 464287655 785 4633 SH SOLE 0 0 4633 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 669 13352 SH SOLE 0 0 13352 JOHNSON & JOHNSON COM 478160104 2762 15557 SH SOLE 0 0 15557 JPMORGAN CHASE & CO COM 46625H100 503 4464 SH SOLE 0 0 4464 LINCOLN ELEC HLDGS INC COM 533900106 247 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 647 2519 SH SOLE 0 0 2519 OPTINOSE INC COM 68404V100 91 24800 SH SOLE 0 0 24800 OUTLOOK THERAPEUTICS INC COM NEW 69012T206 12 11875 SH SOLE 0 0 11875 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1957 77120 SH SOLE 0 0 77120 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10159 323007 SH SOLE 0 0 323007 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 487 15595 SH SOLE 0 0 15595 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1488 31084 SH SOLE 0 0 31084 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 13694 309879 SH SOLE 0 0 309879 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 17780 306610 SH SOLE 0 0 306610 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 19681 315297 SH SOLE 0 0 315297 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21276 476400 SH SOLE 0 0 476400 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 13305 212092 SH SOLE 0 0 212092 SCHWAB STRATEGIC TR US REIT ETF 808524847 2405 114018 SH SOLE 0 0 114018 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 14624 375066 SH SOLE 0 0 375066 SCHWAB STRATEGIC TR US TIPS ETF 808524870 17551 314534 SH SOLE 0 0 314534 SPDR SER TR DJ REIT ETF 78464A607 275 2894 SH SOLE 0 0 2894 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2871 57948 SH SOLE 0 0 57948 VANGUARD INDEX FDS GROWTH ETF 922908736 4275 19180 SH SOLE 0 0 19180 VANGUARD INDEX FDS MID CAP ETF 922908629 8617 43745 SH SOLE 0 0 43745 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9873 28464 SH SOLE 0 0 28464 VANGUARD INDEX FDS SMALL CP ETF 922908751 12114 68785 SH SOLE 0 0 68785 VANGUARD INDEX FDS VALUE ETF 922908744 11437 86722 SH SOLE 0 0 86722 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1245 29886 SH SOLE 0 0 29886 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 6986 171217 SH SOLE 0 0 171217 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 559 5492 SH SOLE 0 0 5492 VANGUARD WORLD FD ESG INTL STK ETF 921910725 479 9758 SH SOLE 0 0 9758 VANGUARD WORLD FD ESG US STK ETF 921910733 884 13313 SH SOLE 0 0 13313 VANGUARD WORLD FDS INF TECH ETF 92204A702 371 1137 SH SOLE 0 0 1137 WSFS FINL CORP COM 929328102 484 12075 SH SOLE 0 0 12075