The Analysis of Martel Wealth Advisors Inc's Holdings
Currently, Martel Wealth Advisors Inc holds 70 types of securities in its portfolio with a total value $570.8M. In the most recent quarter, they have increased their positions in VCRB (+59.4K shares, valued at $4.7M), BSV (+43.4K shares, valued at $3.4M), VYM (+16.1K shares, valued at $2.3M); decreased their positions in VUG (-3.2K shares, valued at $1.5M), SCHG (-23.0K shares, valued at $733.9K), SCHV (-18.8K shares, valued at $547.2K); initiated new positions in ABBV (+967 shares, valued at $223.9K), VLO (+1.3K shares, valued at $216.7K), LNC (+5.1K shares, valued at $205.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCRB VANGUARD MALVERN FDS1.4M shares4.29%2025-09-302025-10-14
VUG VANGUARD INDEX FDS229.6K shares-1.38%2025-09-302025-10-14 VYM VANGUARD WHITEHALL FDS708.5K shares2.33%2025-09-302025-10-14 BSV VANGUARD BD INDEX FDS839.9K shares5.45%2025-09-302025-10-14 IEFA ISHARES TR274.1K shares-2.14%2025-09-302025-10-14 VIG VANGUARD SPECIALIZED FUNDS77.6K shares-1.87%2025-09-302025-10-14 SCHG SCHWAB STRATEGIC TR480.3K shares-4.57%2025-09-302025-10-14 SCHV SCHWAB STRATEGIC TR503.3K shares-3.60%2025-09-302025-10-14 VEA VANGUARD TAX-MANAGED FDS188.0K shares-3.08%2025-09-302025-10-14 MUB ISHARES TR98.7K shares7.05%2025-09-302025-10-14 IEMG ISHARES INC153.7K shares-4.05%2025-09-302025-10-14 AMZN AMAZON COM INC34.2K shares-0.84%2025-09-302025-10-14 VWO VANGUARD INTL EQUITY INDEX F120.4K shares-5.17%2025-09-302025-10-14 VTV VANGUARD INDEX FDS34.8K shares0.61%2025-09-302025-10-14 VB VANGUARD INDEX FDS19.2K shares-3.15%2025-09-302025-10-14 VBK VANGUARD INDEX FDS13.8K shares-2.62%2025-09-302025-10-14 VBR VANGUARD INDEX FDS19.0K shares-2.47%2025-09-302025-10-14 BNDX VANGUARD CHARLOTTE FDS74.1K shares-0.50%2025-09-302025-10-14 RSP INVESCO EXCHANGE TRADED FD T18.0K shares2.25%2025-09-302025-10-14 HYLB DBX ETF TR69.2K shares-0.17%2025-09-302025-10-14 ADM ARCHER DANIELS MIDLAND CO39.5K shares0.00%2025-09-302025-10-14 EMLC VANECK ETF TRUST85.8K shares-1.61%2025-09-302025-10-14 EMB ISHARES TR22.9K shares-0.42%2025-09-302025-10-14 TSLA TESLA INC4.8K shares-2.71%2025-09-302025-10-14 SPHY SPDR SERIES TRUST87.8K shares4.26%2025-09-302025-10-14 VOO VANGUARD INDEX FDS3.2K shares-14.92%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR2.4K shares-0.25%2025-09-302025-10-14 CAT CATERPILLAR INC3.0K shares0.00%2025-09-302025-10-14 MSFT MICROSOFT CORP2.0K shares-0.35%2025-09-302025-10-14 VNQ VANGUARD INDEX FDS10.6K shares-8.48%2025-09-302025-10-14 MAR MARRIOTT INTL INC NEW3.6K shares0.00%2025-09-302025-10-14 ORCL ORACLE CORP3.0K shares0.00%2025-09-302025-10-14 VTI VANGUARD INDEX FDS2.6K shares-0.97%2025-09-302025-10-14 ECL ECOLAB INC3.0K shares0.00%2025-09-302025-10-14 ITW ILLINOIS TOOL WKS INC3.0K shares0.00%2025-09-302025-10-14 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-14 PG PROCTER AND GAMBLE CO4.5K shares0.00%2025-09-302025-10-14 HD HOME DEPOT INC1.7K shares0.00%2025-09-302025-10-14 AVGO BROADCOM INC2.0K shares0.00%2025-09-302025-10-14 VEU VANGUARD INTL EQUITY INDEX F8.2K shares0.50%2025-09-302025-10-14 MGV VANGUARD WORLD FD4.0K shares0.51%2025-09-302025-10-14 SCHX SCHWAB STRATEGIC TR20.1K shares0.03%2025-09-302025-10-14 AAPL APPLE INC2.0K shares-26.76%2025-09-302025-10-14 PGR PROGRESSIVE CORP2.0K shares0.00%2025-09-302025-10-14 ACN ACCENTURE PLC IRELAND2.0K shares0.00%2025-09-302025-10-14 NVDA NVIDIA CORPORATION2.4K shares0.00%2025-09-302025-10-14 ZTS ZOETIS INC3.0K shares0.00%2025-09-302025-10-14 PEP PEPSICO INC3.0K shares0.00%2025-09-302025-10-14 EMR EMERSON ELEC CO3.0K shares0.00%2025-09-302025-10-14 OKE ONEOK INC NEW5.1K shares0.00%2025-09-302025-10-14 CSCO CISCO SYS INC5.4K shares3.88%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON1.8K shares2.85%2025-09-302025-10-14 NVO NOVO-NORDISK A S6.0K shares0.00%2025-09-302025-10-14 VNQI VANGUARD INTL EQUITY INDEX F6.6K shares0.00%2025-09-302025-10-14 TROW PRICE T ROWE GROUP INC3.0K shares0.00%2025-09-302025-10-14 ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.00%2025-09-302025-10-14 VSGX VANGUARD WORLD FD4.2K shares-3.17%2025-09-302025-10-14 SCHW SCHWAB CHARLES CORP3.0K shares0.00%2025-09-302025-10-14 VOT VANGUARD INDEX FDS975 shares0.00%2025-09-302025-10-14 WMT WALMART INC2.7K shares12.50%2025-09-302025-10-14 XLK SELECT SECTOR SPDR TR979 shares0.00%2025-09-302025-10-14 TGT TARGET CORP3.0K shares0.00%2025-09-302025-10-14 ESGV VANGUARD WORLD FD2.2K shares0.00%2025-09-302025-10-14 CVX CHEVRON CORP NEW1.6K shares0.00%2025-09-302025-10-14 EPD ENTERPRISE PRODS PARTNERS L7.2K shares-7.04%2025-09-302025-10-14 ABBV ABBVIE INC967 sharesnew addition2025-09-302025-10-14 VLO VALERO ENERGY CORP1.3K sharesnew addition2025-09-302025-10-14 SCHD SCHWAB STRATEGIC TR7.7K shares0.46%2025-09-302025-10-14 LNC LINCOLN NATL CORP IND5.1K sharesnew addition2025-09-302025-10-14 COST COSTCO WHSL CORP NEW219 shares-2.23%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available