§ 13F · FUND PROFILE
Joule Financial, LLC.
AUM · $369M (13F)Positions · 116Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 941K | $69M | 18.7% | +3% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 218K | $46M | 12.6% | ±0% |
| 3 | IEF | ISHARES TR | 327K | $31M | 8.4% | ±0% |
| 4 | LQD | ISHARES TR | 273K | $30M | 8.1% | +2% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 777K | $28M | 7.6% | −2% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 813K | $26M | 7.0% | ±0% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 134K | $10M | 2.6% | −1% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 145K | $9M | 2.3% | −1% |
| 9 | VGT | VANGUARD WORLD FD | 53K | $6M | 1.7% | +685% |
| 10 | TLT | ISHARES TR | 70K | $6M | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOULE SIGNAL
AC read
Joule Financial, LLC is a Other fund managing $369 million in assets. The fund runs a portfolio of 116 positions.
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