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 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