Joel Adams & Associates, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationasheville, NC
- CIK0002020459
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
58 | $110.07M | VOO, AGG, VANGUARD MUN BD FDS, EAGG | 13F-HR | Jan 31, 2025 | 000195175725000161 |