Instuitional Investor - Joel Adams & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Joel Adams & Associates, Inc. |
| Portfolio Value | $110,067,869 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 36,204 | $19,507,313 | 17.72% | |
| 2. | IEF | 150,439 | $14,577,548 | 13.24% | |
| 3. | Vanguard Mun Bd Fds | 221,743 | $11,115,961 | 10.09% | |
| 4. | Ishares Tr | 203,471 | $9,449,198 | 8.58% | |
| 5. | Vanguard World Fd - ESG INTL STK ETF | 159,361 | $9,035,784 | 8.2% |
