Instuitional Investor - Joel Adams & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Joel Adams & Associates, Inc. |
| Portfolio Value | $133,032,019 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 33,998 | $21,321,285 | 16.03% | |
| 2. | IEF | 194,514 | $19,428,029 | 14.6% | |
| 3. | Ishares Tr | 220,737 | $10,562,276 | 7.94% | |
| 4. | Vanguard World Fd - ESG INTL STK ETF | 145,259 | $10,403,433 | 7.82% | |
| 5. | Vanguard Mun Bd Fds | 150,258 | $7,556,456 | 5.68% |
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