Joel Adams & Associates, Inc.
Q4 2024 13F Holdings
- Locationasheville, NC
- Num holdings
58
- Value ($000)
$110,068
- Date Filed01/31/2025
- Form type13F-HR
- CIK0002020459
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $19.51M | 18 % | 36,204 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $14.58M | 13 % | 150,439 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $11.12M | 10 % | 221,743 | ||
EAGG ISHARES TR | ESG AWR US AGRGT | 46435U549 | $9.45M | 9 % | 203,471 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $9.04M | 8 % | 159,361 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $4.21M | 4 % | 59,890 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $3.45M | 3 % | 58,492 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $3.29M | 3 % | 30,842 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.28M | 3 % | 52,661 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $2.67M | 2 % | 10,120 |
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