Martel Wealth Advisors

Martel Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for Martel Wealth Advisors

Martel Wealth Advisors holds 41 positions in its portfolio as reported in the December 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 $56M 664k 83.86
Vanguard Index Fds Growth Etf (VUG) 16.3 $47M 259k 182.17
Vanguard Whitehall Fds High Div Yld (VYM) 13.4 $39M 414k 93.71
Vanguard Bd Index Short Trm Bond (BSV) 9.7 $28M 350k 80.61
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 9.6 $28M 631k 44.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.3 $21M 276k 76.81
Vanguard Group Div App Etf (VIG) 4.0 $12M 92k 124.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $9.9M 224k 44.47
Ishares Tr National Mun Etf (MUB) 2.3 $6.7M 58k 113.91
Spdr Series Trust Bloomberg Brclys (JNK) 1.5 $4.5M 41k 109.54
Vanguard Index Fds Value Etf (VTV) 1.5 $4.3M 36k 119.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $4.2M 56k 75.64
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $4.1M 83k 49.28
Vanguard Index Fds Small Cp Etf (VB) 1.1 $3.2M 19k 165.64
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $2.9M 25k 114.56
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 1.0 $2.9M 85k 34.01
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.7 $2.1M 33k 64.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.8M 6.0k 295.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.8M 5.5k 321.88
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.6M 24k 65.24
Amazon (AMZN) 0.4 $1.3M 704.00 1847.84
Spdr Series Trust Spdr Bloomberg (BIL) 0.3 $777k 8.5k 91.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $690k 5.0k 137.07
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $689k 7.4k 92.79
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.2 $650k 12k 53.54
Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) 0.2 $626k 27k 22.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $614k 3.1k 198.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $578k 3.0k 193.64
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $555k 9.2k 60.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $467k 5.0k 92.91
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $442k 2.1k 214.22
Vanguard World Mega Cap Val Etf (MGV) 0.1 $401k 4.6k 87.18
Nike CL B (NKE) 0.1 $351k 3.5k 101.31
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $333k 5.6k 59.09
Vanguard Bd Index Intermed Term (BIV) 0.1 $296k 3.4k 87.23
Sirius Xm Holdings (SIRI) 0.1 $287k 40k 7.15
Ishares Core Msci Emkt (IEMG) 0.1 $231k 4.3k 53.76
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $221k 1.7k 128.58
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $212k 2.0k 106.78
Ishares Tr Msci Min Vol Etf (USMV) 0.1 $205k 3.1k 65.60
Automatic Data Processing (ADP) 0.1 $205k 1.2k 170.50