Martel Wealth Advisors Inc
Q4 2024 13F Holdings
- Locationvancouver, WA
- Num holdings
70
- Value ($000)
$512,088
- Date Filed01/16/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $96.66M | 19 % | 235,507 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $86.45M | 17 % | 677,586 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $83.18M | 16 % | 1,097,152 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $59.30M | 12 % | 767,462 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $19.96M | 4 % | 284,071 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $17.20M | 3 % | 239,160 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $16.30M | 3 % | 83,239 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.93M | 3 % | 535,870 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $13.66M | 3 % | 524,112 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.74M | 2 % | 224,625 |
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