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Home > Institutional Investor > Joule Financial, Llc > Profile

Instuitional Investor - Joule Financial, Llc

Fund Profile
Filing Period:
Fund Name: Joule Financial, Llc
Portfolio Value $282,874,332
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 795,057 $57,172,539 20.21%
2.
Invesco Exchange Traded Fd T
 215,000 $37,674,445 13.31%
3.
Ishares Trust
 IEF 229,532 $24,523,157 8.66%
4.
Schwab Strategic Trust
 FNDF 732,390 $20,008,899 7.07%
5.
Schwab Strategic Trust
 FNDF 667,432 $17,259,804 6.1%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)