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Home > Institutional Investor > Joule Financial, Llc > Profile

Instuitional Investor - Joule Financial, Llc

Fund Profile
Filing Period:
Fund Name: Joule Financial, Llc
Portfolio Value $284,929,492
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 818,858 $60,145,126 21.11%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 217,207 $37,626,753 13.21%
3.
Ishares Trust
 IEF 237,617 $25,826,595 9.06%
4.
Schwab Strategic Trust
 FNDF 746,769 $20,879,675 7.33%
5.
Ishares Trust
 IEF 168,310 $16,051,729 5.63%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)