Martel Wealth Advisors Inc

Q1 2019 13F Holdings Report, Stock Holdings

Signature - Title
Michele Madasz - CCO
Location
Vancouver, WA
Holdings as of
31 Mar 2019
Value $
$265,858,232
Num holdings
37
Filing time
18 Oct 2024, 14:35:29 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BND, VUG, VYM, BSV, and VEA.
Previous filing
Q4 2018 - 18 Oct 2024
Next filing
Q2 2019 - 18 Oct 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2019 Q1 compared to 2018 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
MICHELE MADASZ CCO Vancouver, Washington 18 Oct 2024