Martel Wealth Advisors Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD MALVERN FDS | $117.24M | 20.0% |
| VANGUARD INDEX FDS | $111.65M | 19.1% |
| VANGUARD WHITEHALL FDS | $104.20M | 17.8% |
| VANGUARD BD INDEX FDS | $69.69M | 11.9% |
| ISHARES TR | $24.07M | 4.1% |
| VANGUARD SPECIALIZED FUNDS | $17.09M | 2.9% |
| SCHWAB STRATEGIC TR | $15.13M | 2.6% |
| SCHWAB STRATEGIC TR | $14.76M | 2.5% |
| VANGUARD TAX-MANAGED FDS | $11.47M | 2.0% |
| ISHARES TR | $10.81M | 1.8% |
| ISHARES INC | $9.81M | 1.7% |
| Amazon.com Inc | $7.86M | 1.3% |
| VANGUARD INDEX FDS | $6.62M | 1.1% |
| VANGUARD INTL EQUITY INDEX F | $6.34M | 1.1% |
| VANGUARD INDEX FDS | $5.01M | 0.9% |
| VANGUARD INDEX FDS | $4.10M | 0.7% |
| VANGUARD INDEX FDS | $4.01M | 0.7% |
| VANGUARD CHARLOTTE FDS | $3.62M | 0.6% |
| INVESCO EXCHANGE TRADED FD T | $3.47M | 0.6% |
| DBX ETF TR | $2.57M | 0.4% |
| Archer-Daniels-Midland Co | $2.27M | 0.4% |
| VANECK ETF TRUST | $2.22M | 0.4% |
| ISHARES TR | $2.19M | 0.4% |
| Tesla Inc | $2.18M | 0.4% |
| SPDR SERIES TRUST | $2.15M | 0.4% |
| VANGUARD INDEX FDS | $1.95M | 0.3% |
| CATERPILLAR INC | $1.72M | 0.3% |
| SPDR S&P 500 ETF TR | $1.63M | 0.3% |
| Marriott International Inc/MD | $1.12M | 0.2% |
| MICROSOFT CORP | $965.8K | 0.2% |
| VANGUARD INDEX FDS | $948.7K | 0.2% |
| VANGUARD INDEX FDS | $856.4K | 0.1% |
| ECOLAB INC. | $787.6K | 0.1% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.1% |
| ILLINOIS TOOL WORKS INC | $738.9K | 0.1% |
| Broadcom Inc. | $678.4K | 0.1% |
| PROCTER & GAMBLE Co | $651.9K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $613.7K | 0.1% |
| Apple Inc. | $586.8K | 0.1% |
| ORACLE CORP | $584.7K | 0.1% |
| HOME DEPOT, INC. | $576.0K | 0.1% |
| VANGUARD WORLD FD | $565.8K | 0.1% |
| SCHWAB STRATEGIC TR | $540.5K | 0.1% |
| Accenture plc | $536.6K | 0.1% |
| TRIMBLE INC. | $470.1K | 0.1% |
| PROGRESSIVE CORP/OH | $455.4K | 0.1% |
| PEPSICO INC | $430.6K | 0.1% |
| NVIDIA Corp | $430.3K | 0.1% |
| CISCO SYSTEMS, INC. | $412.7K | 0.1% |
| EMERSON ELECTRIC CO | $398.2K | 0.1% |