Martel Wealth Advisors Inc
Q2 2025 13F Holdings
- Locationvancouver, WA
- Num holdings
70
- Value ($000)
$539,404
- Date Filed07/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $107.42M | 20 % | 1,384,604 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $102.08M | 19 % | 232,840 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $92.30M | 17 % | 692,364 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $62.69M | 12 % | 796,532 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $23.38M | 4 % | 280,052 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $16.19M | 3 % | 79,110 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.70M | 3 % | 503,305 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $14.45M | 3 % | 522,059 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.06M | 2 % | 193,921 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $9.63M | 2 % | 92,157 |
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