Martel Wealth Advisors

Martel Wealth Advisors as of June 30, 2020

Portfolio Holdings for Martel Wealth Advisors

Martel Wealth Advisors holds 41 positions in its portfolio as reported in the June 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) 19.7 $57M 642k 88.34
Vanguard Index Fds Growth Etf (VUG) 17.5 $51M 250k 202.09
Vanguard Whitehall Fds High Div Yld (VYM) 12.6 $36M 460k 78.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 10.2 $29M 354k 83.12
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 9.0 $26M 672k 38.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.4 $21M 289k 74.10
Vanguard Specialized Funds Div App Etf (VIG) 3.7 $11M 90k 117.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $9.4M 237k 39.61
Ishares Tr National Mun Etf (MUB) 2.2 $6.4M 56k 115.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $4.2M 65k 65.34
Spdr Ser Tr Bloomberg Brclys (JNK) 1.4 $4.2M 41k 101.16
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $3.7M 75k 50.17
Vanguard Index Fds Value Etf (VTV) 1.2 $3.5M 35k 99.59
Vanguard Index Fds Small Cp Etf (VB) 1.0 $3.0M 21k 145.72
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $2.8M 25k 109.22
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.9 $2.7M 89k 30.74
Amazon (AMZN) 0.7 $2.0M 714.00 2758.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.7M 5.4k 308.37
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.7M 29k 57.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.6M 5.8k 283.43
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.5 $1.6M 26k 59.28
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $802k 15k 54.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $693k 6.8k 101.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $674k 3.4k 199.60
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $666k 8.5k 78.53
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $620k 12k 50.11
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $596k 11k 56.36
Invesco Exchange-traded Fd T Sr Ln Etf (BKLN) 0.2 $575k 27k 21.35
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $509k 2.5k 207.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $478k 4.5k 106.92
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $421k 4.3k 97.46
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $382k 1.8k 206.87
Ishares Core Msci Emkt (IEMG) 0.1 $340k 7.1k 47.60
Vanguard World Mega Cap Val Etf (MGV) 0.1 $340k 4.6k 73.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $334k 7.0k 47.61
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $313k 3.4k 93.19
Nike CL B (NKE) 0.1 $302k 3.1k 98.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $292k 1.9k 156.53
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $263k 5.6k 46.66
Sirius Xm Holdings (SIRI) 0.1 $235k 40k 5.87
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $212k 2.0k 107.86