Joule Financial, LLC: 13F holdings
CIK 19290702026Q2
| Positions | 116 |
|---|---|
| Reported value | $368.8m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BND VANGUARD BD INDEX FDS | 941,400 | $69.1m | 18.7% |
| RSP INVESCO EXCHANGE TRADED FD T | 218,109 | $46.4m | 12.6% |
| IEF ISHARES TR | 326,912 | $30.9m | 8.4% |
| LQD ISHARES TR | 272,760 | $29.7m | 8.1% |
| SCHA SCHWAB STRATEGIC TR | 776,769 | $28.1m | 7.6% |
| SCHD SCHWAB STRATEGIC TR | 812,806 | $25.8m | 7.0% |
| VEA VANGUARD TAX-MANAGED FDS | 133,661 | $9.5m | 2.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 144,763 | $8.6m | 2.3% |
| VGT VANGUARD WORLD FD | 53,143 | $6.4m | 1.7% |
| TLT ISHARES TR | 69,761 | $6.0m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1929070")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.