0001214659-24-017688.txt : 20241018
0001214659-24-017688.hdr.sgml : 20241018
20241018143529
ACCESSION NUMBER: 0001214659-24-017688
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20241018
DATE AS OF CHANGE: 20241018
EFFECTIVENESS DATE: 20241018
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: 241380239
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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12-31-2019
12-31-2019
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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
10-18-2024
0
41
290454284
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
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1300879
704
SH
SOLE
0
0
704
AUTOMATIC DATA PROCESSING IN
COM
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204600
1200
SH
SOLE
0
0
1200
INVESCO EXCHNG TRADED FD TR
SR LN ETF
46138G508
625861
27426
SH
SOLE
27426
0
0
ISHARES INC
CORE MSCI EMKT
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231437
4305
SH
SOLE
4305
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
1561846
23940
SH
SOLE
19741
0
4199
ISHARES TR
JPMORGAN USD EMG
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2892755
25251
SH
SOLE
25251
0
0
ISHARES TR
RUS 2000 GRW ETF
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2064
SH
SOLE
2064
0
0
ISHARES TR
NATIONAL MUN ETF
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6656559
58437
SH
SOLE
58437
0
0
ISHARES TR
RUS 2000 VAL ETF
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221415
1722
SH
SOLE
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0
ISHARES TR
S&P 500 GRWT ETF
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SH
SOLE
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0
0
ISHARES TR
SHRT NAT MUN ETF
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1988
SH
SOLE
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0
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ISHARES TR
MSCI MIN VOL ETF
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SH
SOLE
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NIKE INC
CL B
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SH
SOLE
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SCHWAB STRATEGIC TR
US LRG CAP ETF
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SOLE
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SOLE
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SCHWAB STRATEGIC TR
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SOLE
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SIRIUS XM HLDGS INC
COM
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SOLE
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SPDR S&P 500 ETF TR
TR UNIT
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SPDR SERIES TRUST
BLOOMBERG BRCLYS
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SPDR SERIES TRUST
SPDR BLOOMBERG
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VANECK VECTORS ETF TR
JP MORGAN MKTS
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SOLE
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HIGH YLD MUN ETF
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SOLE
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0
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VANGUARD BD INDEX FD INC
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SH
SOLE
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VANGUARD BD INDEX FD INC
SHORT TRM BOND
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VANGUARD BD INDEX FD INC
TOTAL BND MRKT
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SH
SOLE
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0
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VANGUARD GROUP
DIV APP ETF
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SOLE
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S&P 500 ETF SHS
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SOLE
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VANGUARD INDEX FDS
GROWTH ETF
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259383
SH
SOLE
19673
0
239710
VANGUARD INDEX FDS
VALUE ETF
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36222
SH
SOLE
31267
0
4955
VANGUARD INDEX FDS
REAL ESTATE ETF
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7428
SH
SOLE
0
0
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VANGUARD INDEX FDS
SMALL CP ETF
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SOLE
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VANGUARD INDEX FDS
SML CP GRW ETF
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VANGUARD INDEX FDS
SM CP VAL ETF
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VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
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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 FD INC
TAX EXEMPT BD
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SOLE
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VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
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SOLE
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VANGUARD WHITEHALL FDS INC
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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