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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 $215,284,907
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 605,937 $44,566,676 20.7%
2.
Invesco Exchange Traded Fd T
 149,612 $23,608,837 10.96%
3.
Ishares Trust
 IEF 186,386 $20,625,556 9.58%
4.
Invesco Qqq Tr
 30,839 $12,629,238 5.86%
5.
Schwab Strategic Trust
 FNDF 262,227 $12,387,647 5.75%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)