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 X0202 13F-HR LIVE false false false 0002039437 XXXXXXXX 12-31-2019 12-31-2019 false Martel Wealth Advisors Inc

2001 SE COLUMBIA RIVER DR SUITE 200 VANCOUVER WA 98661

13F HOLDINGS REPORT 028-24375 000296896 N MICHELE MADASZ 360-694-9940 /s/ Michele Madasz VANCOUVER WA 10-18-2024 0 41 290454284 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 1300879 704 SH SOLE 0 0 704 AUTOMATIC DATA PROCESSING IN COM 053015103 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 46434G103 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 464288281 2892755 25251 SH SOLE 25251 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 442150 2064 SH SOLE 2064 0 0 ISHARES TR NATIONAL MUN ETF 464288414 6656559 58437 SH SOLE 58437 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 221415 1722 SH SOLE 1722 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 578209 2986 SH SOLE 2986 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 212279 1988 SH SOLE 1988 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 205328 3130 SH SOLE 3130 0 0 NIKE INC CL B 654106103 351039 3465 SH SOLE 0 0 3465 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21161539 275505 SH SOLE 275505 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4217459 55757 SH SOLE 55757 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 555148 9234 SH SOLE 9234 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 467430 5031 SH SOLE 5031 0 0 SIRIUS XM HLDGS INC COM 82968B103 286733 40103 SH SOLE 0 0 40103 SPDR S&P 500 ETF TR TR UNIT 78462F103 1758773 5464 SH SOLE 0 0 5464 SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 4476462 40866 SH SOLE 40866 0 0 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 777338 8502 SH SOLE 8502 0 0 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 2872825 84470 SH SOLE 84470 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 2084059 32538 SH SOLE 32538 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 295970 3393 SH SOLE 0 0 3393 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 28199440 349826 SH SOLE 0 0 349826 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 55695584 664150 SH SOLE 186379 0 477771 VANGUARD GROUP DIV APP ETF 921908844 11510907 92338 SH SOLE 0 0 92338 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1780760 6020 SH SOLE 0 0 6020 VANGUARD INDEX FDS GROWTH ETF 922908736 47251739 259383 SH SOLE 19673 0 239710 VANGUARD INDEX FDS VALUE ETF 922908744 4341207 36222 SH SOLE 31267 0 4955 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 689247 7428 SH SOLE 0 0 7428 VANGUARD INDEX FDS SMALL CP ETF 922908751 3209205 19375 SH SOLE 0 0 19375 VANGUARD INDEX FDS SML CP GRW ETF 922908595 613586 3088 SH SOLE 3088 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 690147 5035 SH SOLE 5035 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 332858 5633 SH SOLE 0 0 5633 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9941269 223550 SH SOLE 110625 0 112925 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4078624 82764 SH SOLE 77146 0 5618 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 649494 12131 SH SOLE 12131 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 27812878 631250 SH SOLE 393505 0 237745 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 38818218 414238 SH SOLE 0 0 414238 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 401028 4600 SH SOLE 0 0 4600