Instuitional Investor - Martel Wealth Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Martel Wealth Advisors Inc |
| Portfolio Value | $585,588,760 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 1,505,108 | $117,240,401 | 20.02% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 228,862 | $111,652,603 | 19.07% | |
| 3. | Vanguard Whitehall Funds | 726,001 | $104,195,687 | 17.79% | |
| 4. | BND | 884,339 | $69,694,731 | 11.9% | |
| 5. | VLUE | 269,109 | $24,074,491 | 4.11% |
Hedge Fund Resource Center 
