Martel Wealth Advisors

Martel Wealth Advisors as of March 31, 2019

Portfolio Holdings for Martel Wealth Advisors

Martel Wealth Advisors holds 37 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 19.2 $51M 628k 81.18
Vanguard Index Fds Growth Etf (VUG) 15.7 $42M 267k 156.42
Vanguard Whitehall Fds High Div Yld (VYM) 12.8 $34M 397k 85.66
Vanguard Bd Index Short Trm Bond (BSV) 9.6 $26M 322k 79.59
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 9.6 $26M 625k 40.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.1 $16M 239k 67.61
Vanguard Group Div App Etf (VIG) 4.2 $11M 101k 109.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.0 $11M 249k 42.50
Ishares Tr National Mun Etf (MUB) 2.5 $6.7M 60k 111.19
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.7 $4.5M 82k 54.74
Vanguard Index Fds Value Etf (VTV) 1.5 $4.0M 37k 107.63
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 1.5 $3.9M 117k 33.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $3.9M 80k 48.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $3.8M 55k 69.93
Vanguard Index Fds Small Cp Etf (VB) 1.1 $3.0M 20k 152.80
Spdr Series Trust Bloomberg Brclys 1.1 $2.9M 82k 35.97
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $2.7M 25k 110.06
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.8 $2.1M 33k 62.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.7M 6.7k 259.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.7M 6.1k 282.50
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.3M 22k 60.77
Amazon (AMZN) 0.5 $1.3M 704.00 1780.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $650k 7.5k 86.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $649k 5.0k 128.73
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.2 $623k 12k 52.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $600k 3.5k 172.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $575k 3.2k 179.72
Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) 0.2 $552k 24k 22.64
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $441k 5.6k 79.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $433k 2.2k 196.66
Vanguard World Mega Cap Val Etf (MGV) 0.1 $352k 4.5k 78.03
Nike CL B (NKE) 0.1 $334k 4.0k 84.21
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $311k 5.2k 59.57
Vanguard Bd Index Intermed Term (BIV) 0.1 $296k 3.5k 83.92
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $279k 2.3k 119.90
Chevron Corporation (CVX) 0.1 $241k 2.0k 123.18
Sirius Xm Holdings (SIRI) 0.1 $227k 40k 5.67