Instuitional Investor - Joel Adams & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Joel Adams & Associates, Inc. |
| Portfolio Value | $134,658,857 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 32,695 | $19,536,943 | 14.51% | |
| 2. | IEF | 183,207 | $18,186,935 | 13.51% | |
| 3. | Ishares Tr | 223,087 | $10,607,783 | 7.88% | |
| 4. | Vanguard World Fd - ESG INTL STK ETF | 142,619 | $10,230,087 | 7.6% | |
| 5. | Vanguard Mun Bd Fds | 189,142 | $9,436,286 | 7.01% |
Hedge Fund Resource Center 
