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MARSHALL FINANCIAL GROUP INC /ADV

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13F filer, CIK 701189, DOYLESTOWN, PA

MARSHALL FINANCIAL GROUP INC /ADV reported $317,861,521 across 54 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-01. Its ten largest share positions make up 69.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001221073-25-000048

Period
2025-03-31
Reported value
$318M
Holdings
54
Top 10 weight
69.53%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+9,670$4.97M
SCHXadded+128,057$2.83M
VCITadded+19,249$1.57M
SCHVadded+48,349$1.29M
SCHPadded+23,516$632K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
USRTreduced-102,119-$5.88M
SCHHreduced-130,965-$2.82M
SCHGreduced-38,200-$957K
SCHAreduced-28,924-$678K
SCHFreduced-16,961-$335K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001221073-25-000048, largest first. % of portfolio is the value over $317,861,521, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 447,155 shares; 2024Q1: 449,093 shares; 2024Q2: 451,919 shares; 2024Q3: 433,591 shares; 2024Q4: 1,263,978 shares; 2025Q1: 1,392,035 shares 1,392,035$30.7M9.67%+128,057Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 319,415 shares; 2024Q1: 305,896 shares; 2024Q2: 307,071 shares; 2024Q3: 296,168 shares; 2024Q4: 1,157,218 shares; 2025Q1: 1,119,018 shares 1,119,018$28M8.82%-38,200Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 298,046 shares; 2024Q1: 307,359 shares; 2024Q2: 317,575 shares; 2024Q3: 333,707 shares; 2024Q4: 1,002,696 shares; 2025Q1: 1,051,045 shares 1,051,045$27.9M8.79%+48,349Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 373,866 shares; 2024Q1: 396,921 shares; 2024Q2: 399,730 shares; 2024Q3: 427,779 shares; 2024Q4: 848,851 shares; 2025Q1: 872,367 shares 872,367$23.5M7.38%+23,516Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,745 shares; 2024Q1: 33,139 shares; 2024Q2: 33,793 shares; 2024Q3: 35,026 shares; 2024Q4: 35,061 shares; 2025Q1: 44,731 shares 44,731$23M7.23%+9,670Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 106,419 shares; 2024Q1: 107,760 shares; 2024Q2: 107,606 shares; 2024Q3: 107,901 shares; 2024Q4: 105,416 shares; 2025Q1: 106,261 shares 106,261$18.4M5.77%+845Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,334 shares; 2024Q1: 81,978 shares; 2024Q2: 82,470 shares; 2024Q3: 83,637 shares; 2024Q4: 82,540 shares; 2025Q1: 81,695 shares 81,695$18.1M5.7%-845Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 387,270 shares; 2024Q1: 393,283 shares; 2024Q2: 397,983 shares; 2024Q3: 393,032 shares; 2024Q4: 775,429 shares; 2025Q1: 746,505 shares 746,505$17.5M5.5%-28,924Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 303,599 shares; 2024Q1: 300,840 shares; 2024Q2: 296,298 shares; 2024Q3: 283,132 shares; 2024Q4: 813,733 shares; 2025Q1: 807,467 shares 807,467$17.4M5.47%-6,266Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,761 shares; 2024Q1: 208,115 shares; 2024Q2: 211,278 shares; 2024Q3: 213,839 shares; 2024Q4: 641,834 shares; 2025Q1: 630,291 shares 630,291$16.5M5.2%-11,543Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,695 shares; 2024Q1: 58,375 shares; 2024Q2: 58,258 shares; 2024Q3: 60,619 shares; 2024Q4: 61,394 shares; 2025Q1: 62,464 shares 62,464$16.2M5.08%+1,070Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 325,460 shares; 2024Q1: 328,410 shares; 2024Q2: 328,909 shares; 2024Q3: 335,150 shares; 2024Q4: 672,971 shares; 2025Q1: 656,010 shares 656,010$13M4.08%-16,961Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,134 shares; 2024Q1: 31,534 shares; 2024Q2: 31,390 shares; 2024Q3: 32,851 shares; 2024Q4: 33,008 shares; 2025Q1: 33,732 shares 33,732$12.5M3.94%+724Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 189,075 shares; 2024Q1: 189,015 shares; 2024Q2: 190,181 shares; 2024Q3: 188,574 shares; 2024Q4: 188,704 shares; 2025Q1: 184,224 shares 184,224$9.36M2.95%-4,480Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,094 shares; 2024Q1: 16,571 shares; 2024Q2: 19,573 shares; 2024Q3: 33,009 shares; 2024Q4: 35,148 shares; 2025Q1: 54,397 shares 54,397$4.45M1.4%+19,249Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,085 shares; 2024Q1: 87,207 shares; 2024Q2: 88,938 shares; 2024Q3: 101,863 shares; 2024Q4: 195,694 shares; 2025Q1: 184,298 shares 184,298$4.27M1.34%-11,396Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,901 shares; 2024Q1: 12,284 shares; 2024Q2: 12,027 shares; 2024Q3: 11,831 shares; 2024Q4: 11,837 shares; 2025Q1: 11,732 shares 11,732$4.24M1.33%-105Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,610 shares; 2024Q1: 17,073 shares; 2024Q2: 16,677 shares; 2024Q3: 15,782 shares; 2024Q4: 15,787 shares; 2025Q1: 15,189 shares 15,189$2.52M0.79%-598Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,956 shares; 2024Q1: 78,724 shares; 2024Q2: 82,409 shares; 2024Q3: 81,452 shares; 2024Q4: 83,284 shares; 2025Q1: 80,047 shares 80,047$2.21M0.69%-3,237Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,880 shares; 2024Q1: 8,466 shares; 2024Q2: 8,256 shares; 2024Q3: 7,465 shares; 2024Q4: 10,677 shares; 2025Q1: 10,365 shares 10,365$2.1M0.66%-312Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,811 shares; 2024Q1: 17,515 shares; 2024Q2: 17,559 shares; 2024Q3: 18,691 shares; 2024Q4: 19,774 shares; 2025Q1: 21,146 shares 21,146$2.07M0.65%+1,372Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,114 shares; 2024Q1: 34,483 shares; 2024Q2: 34,912 shares; 2024Q3: 35,281 shares; 2024Q4: 36,072 shares; 2025Q1: 36,445 shares 36,445$1.78M0.56%+373Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,408 shares; 2024Q1: 5,779 shares; 2024Q2: 5,787 shares; 2024Q3: 5,797 shares; 2024Q4: 5,760 shares; 2025Q1: 5,771 shares 5,771$1.77M0.56%+11Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,271 shares; 2024Q1: 10,187 shares; 2024Q2: 10,209 shares; 2024Q3: 10,181 shares; 2024Q4: 9,499 shares; 2025Q1: 9,204 shares 9,204$1.73M0.54%-295Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,079 shares; 2024Q1: 7,086 shares; 2024Q2: 7,093 shares; 2024Q3: 6,848 shares; 2024Q4: 6,810 shares; 2025Q1: 6,548 shares 6,548$1.67M0.53%-262Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,099 shares; 2024Q1: 26,307 shares; 2024Q2: 26,560 shares; 2024Q3: 27,288 shares; 2024Q4: 28,099 shares; 2025Q1: 28,136 shares 28,136$1.66M0.52%+37Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,311 shares; 2024Q1: 7,229 shares; 2024Q2: 7,043 shares; 2024Q3: 7,045 shares; 2024Q4: 7,047 shares; 2025Q1: 7,048 shares 7,048$1.57M0.49%+1Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,598 shares; 2024Q1: 8,125 shares; 2024Q2: 8,501 shares; 2024Q3: 8,560 shares; 2024Q4: 12,274 shares; 2025Q1: 12,936 shares 12,936$1.36M0.43%+662Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,529 shares; 2024Q1: 6,930 shares; 2024Q2: 9,725 shares; 2024Q3: 9,783 shares; 2024Q4: 10,424 shares; 2025Q1: 11,812 shares 11,812$1.31M0.41%+1,388Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,673 shares; 2024Q1: 7,679 shares; 2024Q2: 7,686 shares; 2024Q3: 7,695 shares; 2024Q4: 7,071 shares; 2025Q1: 7,075 shares 7,075$831K0.26%+4Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,499 shares; 2024Q1: 4,329 shares; 2024Q2: 4,332 shares; 2024Q3: 4,336 shares; 2024Q4: 4,147 shares; 2025Q1: 4,149 shares 4,149$828K0.26%+2Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,366 shares; 2024Q1: 16,474 shares; 2024Q2: 16,422 shares; 2024Q3: 20,621 shares; 2024Q4: 21,314 shares; 2025Q1: 20,576 shares 20,576$738K0.23%-738Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,903 shares; 2024Q1: 15,492 shares; 2024Q2: 15,560 shares; 2024Q3: 15,672 shares; 2024Q4: 15,220 shares; 2025Q1: 14,482 shares 14,482$655K0.21%-738Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,075 shares; 2024Q1: 12,075 shares; 2024Q2: 12,075 shares; 2024Q3: 12,075 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares 12,075$626K0.2%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,474 shares; 2024Q1: 3,488 shares; 2024Q2: 3,502 shares; 2024Q3: 3,516 shares; 2024Q4: 3,528 shares; 2025Q1: 3,545 shares 3,545$614K0.19%+17Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,861 shares; 2024Q1: 7,143 shares; 2024Q2: 8,241 shares; 2024Q3: 8,386 shares; 2024Q4: 8,489 shares; 2025Q1: 7,927 shares 7,927$606K0.19%-562Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,007 shares; 2024Q1: 4,701 shares; 2024Q2: 4,399 shares; 2024Q3: 4,320 shares; 2024Q4: 4,352 shares; 2025Q1: 4,241 shares 4,241$547K0.17%-111Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 978 shares; 2024Q1: 980 shares; 2024Q2: 980 shares; 2024Q3: 982 shares; 2024Q4: 996 shares; 2025Q1: 998 shares 998$541K0.17%+2Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,378 shares; 2024Q1: 3,378 shares; 2024Q2: 3,378 shares; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares 3,378$536K0.17%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,932 shares; 2024Q1: 5,932 shares; 2024Q2: 5,991 shares; 2024Q3: 5,991 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares 6,038$493K0.16%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,234 shares; 2024Q1: 3,242 shares; 2024Q2: 3,251 shares; 2024Q3: 3,263 shares; 2024Q4: 3,275 shares; 2025Q1: 3,285 shares 3,285$414K0.13%+10Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,767 shares; 2024Q1: 1,992 shares; 2024Q2: 1,592 shares; 2024Q3: 1,342 shares; 2024Q4: 1,342 shares; 2025Q1: 1,092 shares 1,092$410K0.13%-250Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 143,789 shares; 2024Q1: 161,549 shares; 2024Q2: 163,060 shares; 2024Q3: 170,315 shares; 2024Q4: 148,893 shares; 2025Q1: 17,928 shares 17,928$386K0.12%-130,965Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,259 shares; 2024Q1: 8,315 shares; 2024Q2: 8,414 shares; 2024Q3: 8,467 shares; 2024Q4: 8,515 shares; 2025Q1: 8,566 shares 8,566$357K0.11%+51Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 571 shares; 2024Q1: 571 shares; 2024Q2: 572 shares; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 573 shares 573$330K0.1%+1Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,970 shares; 2024Q1: 103,291 shares; 2024Q2: 110,948 shares; 2024Q3: 111,851 shares; 2024Q4: 107,436 shares; 2025Q1: 5,317 shares 5,317$306K0.1%-102,119Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,222 shares; 2024Q1: 2,235 shares; 2024Q2: 2,248 shares; 2024Q3: 1,419 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares 1,215$298K0.09%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,310 shares; 2024Q2: not reported; 2024Q3: 2,310 shares; 2024Q4: not reported; 2025Q1: 3,010 shares 3,010$270K0.09%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,491 shares; 2024Q2: not reported; 2024Q3: 9,146 shares; 2024Q4: 9,211 shares; 2025Q1: 9,271 shares 9,271$262K0.08%+60Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,680 shares; 2024Q1: 1,686 shares; 2024Q2: 1,694 shares; 2024Q3: 1,703 shares; 2024Q4: 1,712 shares; 2025Q1: 1,714 shares 1,714$259K0.08%+2Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares 738$225K0.07%0Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,517 shares; 2024Q1: 2,519 shares; 2024Q2: 2,522 shares; 2024Q3: 2,525 shares; 2024Q4: 2,529 shares; 2025Q1: 2,136 shares 2,136$212K0.07%-393Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,118 shares; 2024Q1: not reported; 2024Q2: 3,624 shares; 2024Q3: 3,666 shares; 2024Q4: 3,708 shares; 2025Q1: 3,655 shares 3,655$210K0.07%-53Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,358 shares 3,358$202K0.06%newTimeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001221073-25-000048 base2025-05-01acceptance time not in the bulk data set