Joel Adams & Associates, Inc.
Q1 2025 13F Holdings
- Locationasheville, NC
- Num holdings
61
- Value ($000)
$111,137
- Date Filed04/22/2025
- Form type13F-HR
- CIK0002020459
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.24M | 16 % | 35,492 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $16.12M | 15 % | 162,951 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $10.77M | 10 % | 217,128 | ||
EAGG ISHARES TR | ESG AWR US AGRGT | 46435U549 | $9.59M | 9 % | 202,035 | ||
VSGX VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | $9.13M | 8 % | 154,717 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $4.56M | 4 % | 60,273 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $3.23M | 3 % | 51,989 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $3.19M | 3 % | 30,213 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.15M | 3 % | 53,962 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $2.55M | 2 % | 9,846 |
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