Martel Wealth Advisors

Martel Wealth Advisors as of Dec. 31, 2018

Portfolio Holdings for Martel Wealth Advisors

Martel Wealth Advisors holds 39 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 20.1 $49M 619k 79.21
Vanguard Index Fds Growth Etf (VUG) 14.6 $36M 264k 134.33
Vanguard Whitehall Fds High Div Yld (VYM) 12.5 $31M 391k 77.99
Vanguard Bd Index Short Trm Bond (BSV) 10.3 $25M 318k 78.57
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 9.6 $23M 631k 37.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.6 $16M 269k 59.70
Vanguard Group Div App Etf (VIG) 4.1 $10M 103k 97.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $8.4M 221k 38.10
Ishares Tr National Mun Etf (MUB) 2.7 $6.5M 60k 109.04
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 2.0 $5.0M 151k 33.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $3.6M 75k 47.92
Vanguard Index Fds Value Etf (VTV) 1.5 $3.6M 36k 97.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $3.4M 57k 60.68
Vanguard Index Fds Small Cp Etf (VB) 1.0 $2.5M 19k 131.99
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $2.5M 24k 103.91
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $2.5M 24k 101.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.0M 8.0k 249.93
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.8 $1.8M 30k 61.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.7M 7.3k 229.81
Spdr Series Trust Bloomberg Brclys 0.6 $1.5M 45k 33.59
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.1M 21k 55.00
Amazon (AMZN) 0.4 $1.1M 704.00 1501.97
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.2 $591k 12k 51.05
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $565k 7.6k 74.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $542k 4.8k 114.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $528k 3.5k 150.67
Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) 0.2 $502k 23k 21.78
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $459k 3.0k 150.59
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $456k 9.3k 49.29
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $375k 5.4k 68.93
Nike CL B (NKE) 0.2 $368k 5.0k 74.14
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $368k 2.2k 168.00
Vanguard World Mega Cap Val Etf (MGV) 0.1 $320k 4.5k 71.47
Vanguard Bd Index Intermed Term (BIV) 0.1 $285k 3.5k 81.29
Spdr Series Trust Nuv Hghyld Mun (HYMB) 0.1 $279k 5.0k 56.08
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $274k 5.2k 52.41
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $251k 2.3k 107.54
Sirius Xm Holdings 0.1 $229k 40k 5.71
Chevron Corporation (CVX) 0.1 $213k 2.0k 108.79