Martel Wealth Advisors

Martel Wealth Advisors as of Sept. 30, 2018

Portfolio Holdings for Martel Wealth Advisors

Martel Wealth Advisors holds 37 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 18.7 $49M 624k 78.70
Vanguard Index Fds Growth Etf (VUG) 16.1 $42M 263k 161.04
Vanguard Whitehall Fds High Div Yld (VYM) 12.8 $34M 387k 87.09
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 9.8 $26M 595k 43.27
Vanguard Bd Index Short Trm Bond (BSV) 9.4 $25M 315k 78.03
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.7 $18M 253k 69.56
Vanguard Group Div App Etf (VIG) 4.4 $12M 105k 110.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $8.7M 213k 41.00
Ishares Tr National Mun Etf (MUB) 2.6 $6.9M 64k 107.94
Vaneck Vectors Etf Tr Jp Morgan Mkts 1.9 $5.1M 307k 16.46
Vanguard Index Fds Value Etf (VTV) 1.7 $4.4M 40k 110.68
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $3.8M 79k 48.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $3.8M 50k 76.17
Vanguard Index Fds Small Cp Etf (VB) 1.2 $3.1M 19k 162.58
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $2.7M 24k 115.84
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $2.7M 25k 107.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.3M 8.0k 290.73
Vaneck Vectors Etf Tr High Yld Mun Etf 0.8 $2.1M 69k 31.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.9M 7.2k 267.05
Spdr Series Trust Bloomberg Brclys 0.6 $1.7M 46k 36.05
Amazon (AMZN) 0.5 $1.4M 704.00 2003.00
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.2M 18k 64.08
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $815k 5.8k 139.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $644k 3.4k 187.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $629k 3.6k 177.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $615k 7.6k 80.68
Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) 0.2 $551k 24k 23.17
Nike CL B (NKE) 0.2 $439k 5.2k 84.72
Vanguard World Mega Cap Val Etf (MGV) 0.1 $366k 4.6k 80.03
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $353k 1.6k 215.08
Vanguard Bd Index Intermed Term (BIV) 0.1 $286k 3.5k 80.48
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $274k 4.9k 56.17
Sirius Xm Holdings (SIRI) 0.1 $253k 40k 6.32
Chevron Corporation (CVX) 0.1 $239k 2.0k 122.28
Vanguard World Mega Grwth Ind (MGK) 0.1 $231k 1.8k 128.19
Ishares Core Msci Emkt (IEMG) 0.1 $231k 4.5k 51.78
Camber Energy Com New 0.0 $9.0k 31k 0.29