Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Joule Financial, Llc > Profile

Instuitional Investor - Joule Financial, Llc

Fund Profile
Filing Period:
Fund Name: Joule Financial, Llc
Portfolio Value $308,010,912
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 837,820 $61,688,674 20.03%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 220,300 $40,037,336 13%
3.
Ishares Trust
 IEF 242,784 $26,611,591 8.64%
4.
Schwab Strategic Trust
 FNDF 814,902 $20,617,027 6.69%
5.
Schwab Strategic Trust
 FNDF 767,946 $20,350,561 6.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)