Joule Financial, LLC

Q3 2025 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    115

  • Value ($000)

    $333,835

  • Date Filed
    11/03/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$65.46M
20 %

880,168

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$42.37M
13 %

223,374

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$28.45M
9 %

255,220

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$26.92M
8 %

279,044

S
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$23.09M
7 %

827,440

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$21.95M
7 %

803,884

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$8.40M
3 %

140,219

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$8.18M
2 %

150,938

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$5.82M
2 %

65,168

S
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
808524706
$5.44M
2 %

162,900

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