Instuitional Investor - Martel Wealth Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Martel Wealth Advisors Inc |
| Portfolio Value | $539,404,237 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 1,384,604 | $107,417,616 | 19.91% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 232,840 | $102,077,186 | 18.92% | |
| 3. | Vanguard Whitehall Funds | 692,364 | $92,298,992 | 17.11% | |
| 4. | BND | 796,532 | $62,687,105 | 11.62% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 280,052 | $23,378,741 | 4.33% |
