Martel Wealth Advisors Inc
Q3 2025 13F Holdings
- Locationvancouver, WA
- Num holdings
70
- Value ($000)
$570,828
- Date Filed10/14/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $113.23M | 20 % | 1,444,032 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $110.14M | 19 % | 229,637 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $99.86M | 18 % | 708,503 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $66.28M | 12 % | 839,924 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $23.93M | 4 % | 274,059 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $16.75M | 3 % | 77,630 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $15.33M | 3 % | 480,307 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $14.65M | 3 % | 503,260 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.26M | 2 % | 187,953 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $10.51M | 2 % | 98,656 |
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