0001214659-24-017690.txt : 20241018
0001214659-24-017690.hdr.sgml : 20241018
20241018143529
ACCESSION NUMBER: 0001214659-24-017690
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
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: 241380246
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
06-30-2020
06-30-2020
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
10-18-2024
0
41
288530587
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
1969797
714
SH
SOLE
0
0
714
INVESCO EXCHANGE-TRADED FD T
SR LN ETF
46138G508
575425
26952
SH
SOLE
26952
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
340102
7145
SH
SOLE
7145
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
508558
2451
SH
SOLE
2451
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
421125
4321
SH
SOLE
4321
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
381468
1844
SH
SOLE
1844
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
212376
1969
SH
SOLE
1969
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
2766652
25331
SH
SOLE
25331
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
6407700
55526
SH
SOLE
55526
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
1665757
29142
SH
SOLE
29142
0
0
NIKE INC
CL B
654106103
301504
3075
SH
SOLE
0
0
3075
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
21406379
288885
SH
SOLE
288885
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
692503
6820
SH
SOLE
6820
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
619961
12372
SH
SOLE
12372
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
4218089
64556
SH
SOLE
64556
0
0
SIRIUS XM HOLDINGS INC
COM
82968B103
235404
40103
SH
SOLE
0
0
40103
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1672623
5424
SH
SOLE
0
0
5424
SPDR SER TR
NUVEEN BBG BRCLY
78464A284
595556
10567
SH
SOLE
10567
0
0
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
4154641
41070
SH
SOLE
41070
0
0
VANECK VECTORS ETF TR
JP MORGAN MKTS
92189H300
2722242
88557
SH
SOLE
88557
0
0
VANECK VECTORS ETF TR
HIGH YLD MUN ETF
92189H409
1553551
26207
SH
SOLE
26207
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
29435374
354131
SH
SOLE
0
0
354131
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
56734231
642226
SH
SOLE
163453
0
478773
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
312661
3355
SH
SOLE
0
0
3355
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
666345
8485
SH
SOLE
0
0
8485
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2993324
20542
SH
SOLE
0
0
20542
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
292242
1867
SH
SOLE
0
0
1867
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1649284
5819
SH
SOLE
0
0
5819
VANGUARD INDEX FDS
VALUE ETF
922908744
3526482
35410
SH
SOLE
32010
0
3400
VANGUARD INDEX FDS
GROWTH ETF
922908736
50611054
250438
SH
SOLE
17514
0
232924
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
674049
3377
SH
SOLE
3377
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
477612
4467
SH
SOLE
4467
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
262839
5633
SH
SOLE
0
0
5633
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
333852
7012
SH
SOLE
0
0
7012
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
9392200
237117
SH
SOLE
117548
0
119569
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
3737679
74500
SH
SOLE
69306
0
5194
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
802138
14816
SH
SOLE
14816
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
10581877
90304
SH
SOLE
0
0
90304
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
26062127
671877
SH
SOLE
424631
0
247246
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
36224314
459816
SH
SOLE
0
0
459816
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
339490
4637
SH
SOLE
0
0
4637