Instuitional Investor - Joel Adams & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Joel Adams & Associates, Inc. |
| Portfolio Value | $112,968,031 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 33,232 | $18,877,014 | 16.71% | |
| 2. | IEF | 169,319 | $16,796,468 | 14.87% | |
| 3. | Ishares Tr | 202,298 | $9,617,263 | 8.51% | |
| 4. | Vanguard Mun Bd Fds | 194,330 | $9,528,012 | 8.43% | |
| 5. | Vanguard World Fd - ESG INTL STK ETF | 142,037 | $9,303,397 | 8.24% |
