0001221073-22-000012.txt : 20220208 0001221073-22-000012.hdr.sgml : 20220208 20220207200258 ACCESSION NUMBER: 0001221073-22-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220208 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: 22598981 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 12-31-2021 12-31-2021 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 02-01-2022 0 59 258099 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE APPLE INC COM 037833100 1286 7240 SH SOLE 0 0 7240 ARK ETF TR GENOMIC REV ETF 00214Q302 245 4000 SH SOLE 0 0 4000 AT&T INC COM 00206R102 219 8904 SH SOLE 0 0 8904 AUTOMATIC DATA PROCESSING IN COM 053015103 258 1047 SH SOLE 0 0 1047 BK OF AMERICA CORP COM 060505104 349 7847 SH SOLE 0 0 7847 BRYN MAWR BK CORP COM 117665109 604 13417 SH SOLE 0 0 13417 DANAHER CORPORATION COM 235851102 229 695 SH SOLE 0 0 695 DXC TECHNOLOGY CO COM 23355L106 282 8766 SH SOLE 0 0 8766 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 668 4103 SH SOLE 0 0 4103 ISHARES TR 1 3 YR TREAS BD 464287457 344 4020 SH SOLE 0 0 4020 ISHARES TR AGGRES ALLOC ETF 464289859 430 5911 SH SOLE 0 0 5911 ISHARES TR CRE U S REIT ETF 464288521 2847 42118 SH SOLE 0 0 42118 ISHARES TR GRWT ALLOCAT ETF 464289867 229 4006 SH SOLE 0 0 4006 ISHARES TR JPMORGAN USD EMG 464288281 447 4101 SH SOLE 0 0 4101 ISHARES TR MSCI EAFE ETF 464287465 455 5782 SH SOLE 0 0 5782 ISHARES TR MSCI EMG MKT ETF 464287234 252 5150 SH SOLE 0 0 5150 ISHARES TR MSCI USA MMENTM 46432F396 2518 13847 SH SOLE 0 0 13847 ISHARES TR NATIONAL MUN ETF 464288414 888 7637 SH SOLE 0 0 7637 ISHARES TR RUS 1000 ETF 464287622 2155 8149 SH SOLE 0 0 8149 ISHARES TR RUS 1000 GRW ETF 464287614 5179 16949 SH SOLE 0 0 16949 ISHARES TR RUS 1000 VAL ETF 464287598 2344 13956 SH SOLE 0 0 13956 ISHARES TR RUS 2000 GRW ETF 464287648 1804 6156 SH SOLE 0 0 6156 ISHARES TR RUS 2000 VAL ETF 464287630 294 1770 SH SOLE 0 0 1770 ISHARES TR RUS MD CP GR ETF 464287481 967 8389 SH SOLE 0 0 8389 ISHARES TR RUS MDCP VAL ETF 464287473 471 3852 SH SOLE 0 0 3852 ISHARES TR RUS MID CAP ETF 464287499 221 2667 SH SOLE 0 0 2667 ISHARES TR RUSSELL 2000 ETF 464287655 1152 5177 SH SOLE 0 0 5177 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 672 13306 SH SOLE 0 0 13306 JOHNSON & JOHNSON COM 478160104 2730 15957 SH SOLE 0 0 15957 JPMORGAN CHASE & CO COM 46625H100 702 4433 SH SOLE 0 0 4433 LINCOLN ELEC HLDGS INC COM 533900106 279 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 847 2519 SH SOLE 0 0 2519 OPTINOSE INC COM 68404V100 40 24800 SH SOLE 0 0 24800 OUTLOOK THERAPEUTICS INC COM NEW 69012T206 16 11875 SH SOLE 0 0 11875 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2275 76794 SH SOLE 0 0 76794 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12554 322968 SH SOLE 0 0 322968 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 638 15589 SH SOLE 0 0 15589 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1219 22610 SH SOLE 0 0 22610 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 17957 158896 SH SOLE 0 0 158896 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 23980 146444 SH SOLE 0 0 146444 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 22246 303827 SH SOLE 0 0 303827 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 27276 239646 SH SOLE 0 0 239646 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 15837 196903 SH SOLE 0 0 196903 SCHWAB STRATEGIC TR US REIT ETF 808524847 3214 61002 SH SOLE 0 0 61002 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 17381 169737 SH SOLE 0 0 169737 SCHWAB STRATEGIC TR US TIPS ETF 808524870 18097 287761 SH SOLE 0 0 287761 SPDR SER TR DJ REIT ETF 78464A607 355 2910 SH SOLE 0 0 2910 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2413 43750 SH SOLE 0 0 43750 VANGUARD INDEX FDS GROWTH ETF 922908736 2556 7964 SH SOLE 0 0 7964 VANGUARD INDEX FDS MID CAP ETF 922908629 9457 37121 SH SOLE 0 0 37121 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8973 20554 SH SOLE 0 0 20554 VANGUARD INDEX FDS SMALL CP ETF 922908751 14028 62068 SH SOLE 0 0 62068 VANGUARD INDEX FDS VALUE ETF 922908744 12464 84728 SH SOLE 0 0 84728 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1165 23546 SH SOLE 0 0 23546 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 8716 170698 SH SOLE 0 0 170698 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 609 5436 SH SOLE 0 0 5436 VANGUARD WORLD FD ESG INTL STK ETF 921910725 672 10834 SH SOLE 0 0 10834 VANGUARD WORLD FD ESG US STK ETF 921910733 1075 12233 SH SOLE 0 0 12233 VANGUARD WORLD FDS INF TECH ETF 92204A702 519 1133 SH SOLE 0 0 1133