Instuitional Investor - Martel Wealth Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Martel Wealth Advisors Inc |
| Portfolio Value | $512,088,150 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 235,507 | $96,661,687 | 18.87% | |
| 2. | Vanguard Whitehall Funds | 677,586 | $86,453,185 | 16.88% | |
| 3. | Vanguard Malvern Fds - CORE BD ETF | 1,097,152 | $83,175,093 | 16.24% | |
| 4. | BND | 767,462 | $59,301,806 | 11.58% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 284,071 | $19,964,510 | 3.89% |
