Joule Financial, LLC - Portfolio overview

Joule Financial, LLC has 125 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 19.29%
2. RSP - INVESCO EXCHANGE TRADED FD T, 12.01%
3. IEF - ISHARES TR, 8.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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