Instuitional Investor - Martel Wealth Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Martel Wealth Advisors Inc |
| Portfolio Value | $502,023,776 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 1,352,689 | $104,738,736 | 20.86% | |
| 2. | Vanguard Whitehall Funds | 670,778 | $86,503,518 | 17.23% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 229,187 | $84,987,211 | 16.93% | |
| 4. | BND | 780,830 | $61,123,359 | 12.18% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 294,114 | $22,249,724 | 4.43% |
