Martel Wealth Advisors

Martel Wealth Advisors as of March 31, 2021

Portfolio Holdings for Martel Wealth Advisors

Martel Wealth Advisors holds 44 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 18.8 $68M 801k 84.72
Vanguard Index Fds Growth Etf (VUG) 16.4 $59M 230k 257.04
Vanguard Whitehall Fds High Div Yld (VYM) 14.8 $54M 529k 101.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 10.2 $37M 448k 82.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.6 $31M 634k 49.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.9 $21M 223k 96.03
Vanguard Specialized Funds Div App Etf (VIG) 4.0 $15M 99k 147.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $12M 228k 52.05
Ishares Tr National Mun Etf (MUB) 2.0 $7.2M 62k 116.05
Amazon (AMZN) 1.8 $6.5M 2.1k 3094.08
Dbx Etf Tr Xtrack Usd High (HYLB) 1.3 $4.8M 98k 49.43
Vanguard Index Fds Value Etf (VTV) 1.3 $4.7M 36k 131.46
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $4.6M 45k 102.17
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $4.3M 84k 51.54
Vanguard Index Fds Small Cp Etf (VB) 1.1 $4.1M 19k 214.08
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.8 $3.1M 99k 30.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $3.0M 28k 108.88
Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.4M 34k 72.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.4M 6.5k 364.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $2.3M 20k 113.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.3M 5.7k 396.30
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.6 $2.0M 33k 62.15
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $861k 3.1k 274.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $834k 9.1k 91.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $765k 4.6k 165.61
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $759k 14k 55.20
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $674k 4.2k 159.47
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $674k 30k 22.68
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $654k 12k 54.27
Ishares Core Msci Emkt (IEMG) 0.2 $602k 9.3k 64.36
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $563k 6.9k 81.37
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $536k 9.1k 58.73
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $533k 1.8k 300.74
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $453k 7.0k 65.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $433k 7.1k 60.68
Vanguard World Mega Cap Val Etf (MGV) 0.1 $395k 4.2k 95.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $366k 1.8k 206.72
Nike CL B (NKE) 0.1 $358k 2.7k 132.89
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $317k 5.7k 55.76
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $300k 3.4k 88.73
Pinterest Cl A (PINS) 0.1 $295k 4.0k 74.03
Apple (AAPL) 0.1 $288k 2.4k 122.13
Automatic Data Processing (ADP) 0.1 $226k 1.2k 188.47
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $208k 969.00 214.63