Long-term investor
Martel Wealth Advisors LLC @martelwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002039437).
Record
- Tracked since 2025-06-30 (434 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days +5.0% · 6 months +4.1% · 1 year +9.2% · all +9.2%
- Max drawdown -1.8% · Sharpe 0.56 · win rate 28% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VCRB · 20.3% · long · since 2025-06-30
- VUG · 19.7% · long · since 2025-06-30
- VYM · 18.6% · long · since 2025-06-30
- BSV · 12.2% · long · since 2025-06-30
- IEFA · 3.9% · long · since 2025-06-30
- VIG · 2.8% · long · since 2025-06-30
- SCHV · 2.6% · long · since 2025-06-30
- SCHG · 2.4% · long · since 2025-06-30
- VEA · 1.8% · long · since 2025-06-30
- MUB · 1.8% · long · since 2025-06-30
- IEMG · 1.7% · long · since 2025-06-30
- AMZN · 1.3% · long · since 2025-06-30