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MICHELE MADASZ

@Martel Wealth Advisors Inc

Latest period2024 - Q4ReportedManaged Assets$512.088MTotal holdings70
Assets growth rate4.74%Assets growth rate (2-Q avg)4.82%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Martel Wealth Advisors Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Martel Wealth Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 512.088M in assets, with a quarterly growth rate of 4.74% and a 2-quarter average growth rate of 4.82%. The portfolio is managed by MICHELE MADASZ, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Increased 1.07%
18.88%
$96.662M
235,507 shares@ $410.45 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 4.69%
16.89%
$86.453M
677,586 shares@ $127.59 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 8.22%
11.59%
$59.302M
767,462 shares@ $77.28 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 295.31%
2.92%
$14.935M
535,870 shares@ $27.88 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 200.11%
2.67%
$13.664M
524,112 shares@ $26.08 avg price
MUBIshares Tr
Recent Activity
Increased 2.61%
1.93%
$9.837M
92,320 shares@ $106.55 avg price
IEMGIshares Inc
Recent Activity
Increased 0.7%
1.61%
$8.241M
157,807 shares@ $52.22 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 0.93%
0.7%
$3.547M
72,320 shares@ $49.05 avg price
HYLBDbx Etf Tr
Recent Activity
Increased 0.55%
0.49%
$2.475M
68,587 shares@ $36.09 avg price
EMBIshares Tr
Recent Activity
Increased 1.45%
0.4%
$2.01M
22,571 shares@ $89.05 avg price