Joule Financial, LLC
Q3 2025 13F Holdings
- Locationlexington, KY
- Num holdings
115
- Value ($000)
$333,835
- Date Filed11/03/2025
- Form type13F-HR
- CIK0001929070
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $65.46 M | 20 % | 880,168 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $42.37 M | 13 % | 223,374 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $28.45 M | 9 % | 255,220 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $26.92 M | 8 % | 279,044 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $23.09 M | 7 % | 827,440 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $21.95 M | 7 % | 803,884 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $8.40 M | 3 % | 140,219 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $8.18 M | 2 % | 150,938 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $5.82 M | 2 % | 65,168 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $5.44 M | 2 % | 162,900 |
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