Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARSHALL FINANCIAL GROUP LLC | 07-19-2024 | 06-30-2024 | 169 | 357,510,117 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 251 | $377,021 | 9,020 | 0.00 | 0.00 | 541 | 6.38 | 06-30-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 252 | $367,769 | 9,572 | 0.00 | 0.00 | -7,000 | -42.24 | 06-30-2024 |
| ISHARES TR | ESG AWRE 1 5 YR | 253 | $367,150 | 14,992 | 0.00 | 0.00 | 1,133 | 8.18 | 06-30-2024 |
| MONDELEZ INTL INC | CL A | 254 | $363,127 | 5,549 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
