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Home > Institutional Investor > Marshall Financial Group Inc V > Profile

Instuitional Investor - Marshall Financial Group Inc V

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Marshall Financial Group Inc V
Portfolio Value	$363,549,156

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	1,300,022	$34,242,580	9.42%
2.	Schwab Strategic Trust	FNDF	1,058,587	$33,779,516	9.29%
3.	Schwab Strategic Trust	FNDF	1,081,761	$31,490,066	8.66%
4.	Vanguard Index Fds - S&P 500 ETF SHS		46,006	$28,173,364	7.75%
5.	Schwab Strategic Trust	FNDF	923,169	$24,879,400	6.84%