Marshall Financial Group Inc 13F 持仓 · 最近申报 2025年Q3
Marshall Financial Group 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 3.64 亿美元。前几大持仓：SCHX（9.42%）、SCHG（9.29%）、SCHV（8.66%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $34.2M | 9.42% | 1.3M | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $33.8M | 9.29% | 1.1M | 减持 |
| 3 | SCHV | SCHWAB STRATEGIC TR | $31.5M | 8.66% | 1.1M | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $28.2M | 7.75% | 46,006 | 增持 |
| 5 | SCHP | SCHWAB STRATEGIC TR | $24.9M | 6.84% | 923,169 | 增持 |
| 6 | VB | VANGUARD INDEX FDS | $20.8M | 5.72% | 81,738 | 增持 |
| 7 | SCHA | SCHWAB STRATEGIC TR | $20.1M | 5.53% | 721,038 | 减持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $19.2M | 5.28% | 746,625 | 增持 |
| 9 | VTV | VANGUARD INDEX FDS | $19.2M | 5.27% | 102,828 | 增持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $18.1M | 4.98% | 610,211 | 减持 |
| 11 | VO | VANGUARD INDEX FDS | $17.9M | 4.92% | 60,898 | 增持 |
| 12 | VUG | VANGUARD INDEX FDS | $15.5M | 4.26% | 32,257 | 减持 |
| 13 | SCHF | SCHWAB STRATEGIC TR | $14.8M | 4.07% | 635,810 | 减持 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $10.5M | 2.90% | 175,655 | 减持 |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $7.0M | 1.93% | 83,351 | 增持 |
| 16 | IWF | ISHARES TR | $5.5M | 1.52% | 11,769 | 增持 |
| 17 | SCHZ | SCHWAB STRATEGIC TR | $5.0M | 1.39% | 215,071 | 增持 |
| 18 | JNJ | JOHNSON & JOHNSON | $2.8M | 0.77% | 15,094 | 减持 |
| 19 | ESGV | VANGUARD WORLD FD | $2.6M | 0.72% | 22,241 | 增持 |
| 20 | SCHE | SCHWAB STRATEGIC TR | $2.6M | 0.72% | 78,180 | 减持 |
| 21 | MTUM | ISHARES TR | $2.5M | 0.68% | 9,685 | 减持 |
| 22 | IWB | ISHARES TR | $2.1M | 0.58% | 5,755 | 减持 |
| 23 | VSGX | VANGUARD WORLD FD | $2.0M | 0.55% | 28,573 | 增持 |
| 24 | IWO | ISHARES TR | $2.0M | 0.54% | 6,128 | 增持 |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $1.9M | 0.53% | 38,713 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR