Martel Wealth Advisors Inc
Q1 2025 13F Holdings
- Locationvancouver, WA
- Num holdings
69
- Value ($000)
$502,024
- Date Filed04/16/2025
- Form type13F-HR
- CIK0002039437
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $104.74M | 21 % | 1,352,689 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $86.50M | 17 % | 670,778 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $84.99M | 17 % | 229,187 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $61.12M | 12 % | 780,830 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $22.25M | 4 % | 294,114 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $15.03M | 3 % | 77,475 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $14.14M | 3 % | 532,047 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.73M | 3 % | 508,542 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.26M | 2 % | 201,823 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $9.90M | 2 % | 93,930 |
Rows Per Page
10
- 10
- 50
- 100