12/31/2018
Top Buys
- Name% Change
- SCHP Schwab U.S. TIPS ETF 12.387%
- SCHX Schwab U.S. Large-C... 10.355%
- SCHG Schwab U.S. Large-C... 9.93%
- SCHV Schwab U.S. Large-C... 9.59%
- SCHA Schwab U.S. Small-C... 9.372%
12/31/2018
Top Sells
- Name% Change
12/31/2018
13F Holdings Summary
- Stock% Port
- SCHP Schwab U.S. TIPS ETF 12.3871%
- SCHX Schwab U.S. Large-Cap ETF 10.355%
- SCHG Schwab U.S. Large-Cap Growt... 9.9296%
- SCHV Schwab U.S. Large-Cap Value... 9.5895%
- SCHA Schwab U.S. Small-Cap ETF 9.3716%
12/31/2018
13F Sector Allocation Over Time
Fund Metrics
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Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
| Performance for Q4 2018: | Not ready yet |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
THE MARSHALL FINANCIAL GROUP, INC33 WEST COURT STREET
DOYLESTOWN PA 18901
Country: United States
Business Phone: (215) 348-9393
Fax: (215) 348-7971
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Corporation |
| Organized in: | PA |
| Number of employees: | 18 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | 433,224,000 |
| Total Number of Clients: | 523 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: | 11.D (2) |
Data above was derived from SEC filings.
