Instuitional Investor - Martel Wealth Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Martel Wealth Advisors Inc |
| Portfolio Value | $587,477,649 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 1,580,780 | $122,320,773 | 20.82% | |
| 2. | Vanguard Whitehall Funds | 735,340 | $108,903,811 | 18.54% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 235,184 | $102,726,037 | 17.49% | |
| 4. | BND | 938,279 | $73,570,435 | 12.52% | |
| 5. | HYG | 259,260 | $23,470,808 | 4% |
Hedge Fund Resource Center 
