Instuitional Investor - Joel Adams & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Joel Adams & Associates, Inc. |
| Portfolio Value | $111,137,006 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 35,492 | $18,239,671 | 16.41% | |
| 2. | IEF | 162,951 | $16,119,079 | 14.5% | |
| 3. | Vanguard Mun Bd Fds | 217,128 | $10,773,898 | 9.69% | |
| 4. | Ishares Tr | 202,035 | $9,592,640 | 8.63% | |
| 5. | Vanguard World Fd - ESG INTL STK ETF | 154,717 | $9,125,220 | 8.21% |
