0001214659-24-017360.txt : 20241009
0001214659-24-017360.hdr.sgml : 20241009
20241009121205
ACCESSION NUMBER: 0001214659-24-017360
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20241009
DATE AS OF CHANGE: 20241009
EFFECTIVENESS DATE: 20241009
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Martel Wealth Advisors Inc
CENTRAL INDEX KEY: 0002039437
ORGANIZATION NAME:
IRS NUMBER: 912092070
STATE OF INCORPORATION: WA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24375
FILM NUMBER: 241362060
BUSINESS ADDRESS:
STREET 1: 2001 SE COLUMBIA RIVER DR
STREET 2: SUITE 200
CITY: VANCOUVER
STATE: WA
ZIP: 98661
BUSINESS PHONE: 3606949940
MAIL ADDRESS:
STREET 1: 2001 SE COLUMBIA RIVER DR
STREET 2: SUITE 200
CITY: VANCOUVER
STATE: WA
ZIP: 98661
13F-HR
1
primary_doc.xml
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0002039437
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03-31-2023
03-31-2023
false
Martel Wealth Advisors Inc
2001 SE COLUMBIA RIVER DR
SUITE 200
VANCOUVER
WA
98661
13F HOLDINGS REPORT
028-24375
000296896
N
MICHELE MADASZ
CCO
360-694-9940
/s/ Michele Madasz
VANCOUVER
WA
10-08-2024
0
49
391808458
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
4596405
44500
SH
SOLE
0
0
44500
APPLE INC
COM
037833100
314403
1907
SH
SOLE
0
0
1907
ARCHER DANIELS MIDLAND CO
COM
039483102
3179549
39914
SH
SOLE
0
0
39914
AUTOMATIC DATA PROCESSING IN
COM
053015103
267156
1200
SH
SOLE
0
0
1200
COSTCO WHSL CORP NEW
COM
22160K105
271291
546
SH
SOLE
0
0
546
DBX ETF TR
XTRACK USD HIGH
233051432
2399488
69050
SH
SOLE
0
0
69050
FRANKLIN TEMPLETON ETF TR
FTSE EUROPE
35473P652
277365
10438
SH
SOLE
0
0
10438
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
337398
2333
SH
SOLE
0
0
2333
ISHARES INC
CORE MSCI EMKT
46434G103
5548643
113725
SH
SOLE
0
0
113725
ISHARES TR
JPMORGAN USD EMG
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20702
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SOLE
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0
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ISHARES TR
NATIONAL MUN ETF
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SOLE
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0
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ISHARES TR
CORE MSCI EAFE
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MICROSOFT CORP
COM
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SH
SOLE
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NIKE INC
CL B
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SOLE
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PIMCO ETF TR
INTER MUN BD ACT
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PROCTER AND GAMBLE CO
COM
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SCHWAB STRATEGIC TR
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ENERGY
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TR UNIT
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SPDR SER TR
NUVEEN BLOOMBERG
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STARBUCKS CORP
COM
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VANECK ETF TRUST
JP MRGAN EM LOC
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INTERMED TERM
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TOTAL BND MRKT
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SHORT TRM BOND
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SOLE
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0
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VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
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SOLE
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VANGUARD INDEX FDS
SM CP VAL ETF
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22438
SH
SOLE
0
0
22438
VANGUARD INDEX FDS
VALUE ETF
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SOLE
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0
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VANGUARD INDEX FDS
GROWTH ETF
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SOLE
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VANGUARD INDEX FDS
SML CP GRW ETF
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SOLE
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VANGUARD INDEX FDS
REAL ESTATE ETF
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SOLE
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VANGUARD INDEX FDS
TOTAL STK MKT
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SOLE
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VANGUARD INDEX FDS
SMALL CP ETF
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SOLE
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VANGUARD INDEX FDS
S&P 500 ETF SHS
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SOLE
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VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
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SOLE
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VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
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SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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SOLE
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VANGUARD MALVERN FDS
STRM INFPROIDX
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SOLE
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VANGUARD MUN BD FDS
TAX EXEMPT BD
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SOLE
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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SOLE
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0
102626
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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SOLE
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
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SOLE
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VANGUARD WORLD FD
MEGA CAP VAL ETF
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SOLE
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0
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VANGUARD WORLD FD
ESG INTL STK ETF
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SOLE
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VANGUARD WORLD FD
ESG US STK ETF
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SOLE
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