StockDriftsStockDriftsTop 50 Martel Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | 20.82% | 1.58M | $122.3M | +5.03%(+75.67K) | $266.88(-71.16%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 18.54% | 735.3K | $108.9M | +1.29%(+9.34K) | $93.65(+66.19%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 17.49% | 235.2K | $102.7M | +2.76%(+6.32K) | $32.83(+166.57%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 12.52% | 938.3K | $73.6M | +6.10%(+53.94K) | $80.39(-2.97%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4% | 259.3K | $23.5M | -3.66%(-9.85K) | $61.49(+57.98%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.76% | 75.4K | $16.2M | -3.09%(-2.40K) | $119.43(+91.48%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.5% | 482.4K | $14.7M | -3.20%(-15.97K) | $21.17(+55.13%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.26% | 455.4K | $13.3M | -1.80%(-8.33K) | $14.83(+131.37%) | 2026-03-31 | |
| MUB | ISHARES TR | 1.87% | 103.6K | $11.0M | +2.62%(+2.64K) | $109.95(-3.01%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.85% | 169.9K | $10.9M | -7.42%(-13.62K) | $39.22(+80.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.50% | +31.29% |
| Top 20 Holdings Unweighted | +9.85% | +32.55% |
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