Instuitional Investor - Martel Wealth Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Martel Wealth Advisors Inc |
| Portfolio Value | $570,828,266 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 1,444,032 | $113,226,514 | 19.84% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 229,637 | $110,136,422 | 19.29% | |
| 3. | Vanguard Whitehall Funds | 708,503 | $99,863,501 | 17.49% | |
| 4. | BND | 839,924 | $66,278,419 | 11.61% | |
| 5. | VLUE | 274,059 | $23,928,091 | 4.19% |
Hedge Fund Resource Center 
