Joule Financial, LLC

Q1 2025 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    103

  • Value ($000)

    $284,929

  • Date Filed
    04/11/2025
  • Form type
    13F-HR
  • CIK
    0001929070
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$60.15M
21 %

818,858

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$37.63M
13 %

217,207

LQD
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$25.83M
9 %

237,617

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$20.88M
7 %

746,769

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$16.05M
6 %

168,310

SCHA
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$15.45M
5 %

659,619

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$7.00M
3 %

137,616

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$6.68M
2 %

147,655

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$6.46M
2 %

22,437

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
808524706
$4.54M
2 %

164,717

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