Martel Wealth Advisors

Martel Wealth Advisors as of June 30, 2019

Portfolio Holdings for Martel Wealth Advisors

Martel Wealth Advisors holds 39 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 19.3 $53M 637k 83.07
Vanguard Index Fds Growth Etf (VUG) 15.7 $43M 264k 163.39
Vanguard Whitehall Fds High Div Yld (VYM) 12.8 $35M 402k 87.38
Vanguard Bd Index Short Trm Bond (BSV) 9.7 $27M 329k 80.53
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 9.5 $26M 628k 41.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.5 $21M 293k 70.19
Vanguard Group Div App Etf (VIG) 4.1 $11M 98k 115.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.0 $11M 255k 42.53
Ishares Tr National Mun Etf (MUB) 2.5 $6.9M 61k 113.09
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 1.5 $4.2M 123k 34.70
Vanguard Index Fds Value Etf (VTV) 1.5 $4.1M 37k 110.92
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $4.0M 82k 49.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $4.0M 56k 71.48
Vanguard Index Fds Small Cp Etf (VB) 1.1 $3.1M 20k 156.66
Spdr Series Trust Bloomberg Brclys (JNK) 1.1 $3.0M 28k 108.94
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $2.9M 25k 113.29
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.8 $2.1M 33k 63.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.8M 6.0k 293.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.7M 6.2k 269.16
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.4M 23k 61.40
Amazon (AMZN) 0.5 $1.3M 704.00 1893.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $653k 7.5k 87.40
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.2 $631k 12k 53.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $628k 4.8k 130.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $609k 3.4k 179.24
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $596k 3.2k 186.21
Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) 0.2 $571k 25k 22.66
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $525k 9.3k 56.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $447k 5.4k 83.21
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $432k 2.1k 200.87
Vanguard World Mega Cap Val Etf (MGV) 0.1 $363k 4.5k 80.50
Nike CL B (NKE) 0.1 $315k 3.7k 83.95
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $311k 5.3k 59.00
Vanguard Bd Index Intermed Term (BIV) 0.1 $294k 3.4k 86.50
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $255k 2.1k 120.50
Sirius Xm Holdings (SIRI) 0.1 $224k 40k 5.58
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $217k 2.0k 106.55
Ishares Tr Min Vol Usa Etf (USMV) 0.1 $216k 3.5k 61.73
Ishares Core Msci Emkt (IEMG) 0.1 $200k 3.9k 51.44