Instuitional Investor - Joel Adams & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Joel Adams & Associates, Inc. |
| Portfolio Value | $123,980,025 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 32,325 | $19,795,280 | 15.97% | |
| 2. | IEF | 175,585 | $17,602,394 | 14.2% | |
| 3. | Ishares Tr | 206,557 | $9,920,924 | 8% | |
| 4. | Vanguard World Fd - ESG INTL STK ETF | 138,810 | $9,629,236 | 7.77% | |
| 5. | Vanguard Mun Bd Fds | 171,508 | $8,587,430 | 6.93% |
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