§ 13F · FUND PROFILE
Joule Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $308.0T (13F)Positions · 108Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 899K | $66.6T | 19.9% | +2% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 220K | $42.2T | 12.7% | −1% |
| 3 | LQD | ISHARES TR | 262K | $28.8T | 8.6% | +3% |
| 4 | IEF | ISHARES TR | 284K | $27.3T | 8.2% | +2% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 803K | $22.9T | 6.8% | −3% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 819K | $22.5T | 6.7% | +2% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 137K | $8.6T | 2.6% | −2% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 147K | $7.9T | 2.4% | −2% |
| 9 | SCHB | SCHWAB STRATEGIC TR | 241K | $6.3T | 1.9% | +29% |
| 10 | TLT | ISHARES TR | 70K | $6.1T | 1.8% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOULE SIGNAL
AC read
Joule Financial, LLC is a Other fund managing $308010.9 trillion in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed