Martel Wealth Advisors

Martel Wealth Advisors as of March 31, 2020

Portfolio Holdings for Martel Wealth Advisors

Martel Wealth Advisors holds 40 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 22.0 $56M 660k 85.35
Vanguard Index Fds Growth Etf (VUG) 15.7 $40M 257k 156.69
Vanguard Whitehall Fds High Div Yld (VYM) 12.1 $31M 437k 70.75
Vanguard Bd Index Fds Short Trm Bond (BSV) 11.7 $30M 365k 82.18
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.7 $22M 671k 33.34
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.0 $18M 293k 61.25
Vanguard Specialized Funds Div App Etf (VIG) 3.6 $9.3M 90k 103.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $7.8M 231k 33.55
Ishares Tr National Mun Etf (MUB) 2.5 $6.4M 57k 113.01
Spdr Ser Tr Bloomberg Brclys (JNK) 1.5 $3.8M 41k 94.74
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $3.7M 75k 48.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $3.2M 62k 51.52
Vanguard Index Fds Value Etf (VTV) 1.2 $3.1M 35k 89.06
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.9 $2.3M 80k 28.47
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.3M 20k 115.44
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $2.2M 23k 96.68
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.5M 30k 49.89
Amazon (AMZN) 0.5 $1.4M 719.00 1949.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.4M 5.8k 236.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.4M 5.4k 257.77
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.5 $1.3M 26k 52.26
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.3 $726k 14k 52.90
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $701k 16k 44.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $589k 8.4k 69.85
Invesco Exchange-traded Fd T Sr Ln Etf (BKLN) 0.2 $563k 28k 20.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $557k 7.0k 79.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $474k 5.3k 88.80
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $461k 3.1k 150.30
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $461k 8.4k 54.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $446k 2.7k 165.05
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $353k 2.2k 158.17
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $304k 3.4k 89.33
Vanguard World Mega Cap Val Etf (MGV) 0.1 $304k 4.6k 66.01
Ishares Core Msci Emkt (IEMG) 0.1 $253k 6.2k 40.47
Nike CL B (NKE) 0.1 $245k 3.0k 82.74
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $242k 5.6k 42.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $212k 2.0k 106.30
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $206k 2.5k 82.03
Sirius Xm Holdings (SIRI) 0.1 $198k 40k 4.94
United States Oil Fund Units 0.0 $47k 11k 4.21