Joule Financial, LLC

Q4 2024 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    108

  • Value ($000)

    $282,874

  • Date Filed
    01/15/2025
  • Form type
    13F-HR
  • CIK
    0001929070
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$57.17M
20 %

795,057

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$37.67M
13 %

215,000

LQD
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$24.52M
9 %

229,532

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$20.01M
7 %

732,390

SCHA
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$17.26M
6 %

667,432

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$15.16M
5 %

163,978

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$10.31M
4 %

42,565

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$6.45M
2 %

134,896

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$6.35M
2 %

144,229

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
808524706
$4.16M
2 %

156,168

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