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

Instuitional Investor - Marshall Financial Group Inc V

Fund Profile
Filing Period:
Fund Name: Marshall Financial Group Inc V
Portfolio Value $327,270,383
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,157,218 $32,251,673 9.85%
2.
Schwab Strategic Trust
 FNDF 1,263,978 $29,299,020 8.95%
3.
Schwab Strategic Trust
 FNDF 1,002,696 $26,140,297 7.98%
4.
Schwab Strategic Trust
 FNDF 848,851 $21,925,821 6.69%
5.
Schwab Strategic Trust
 FNDF 775,429 $20,052,594 6.12%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)