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Joule Financial, LLC 13F holdings

Filed 2026-07-15 · Joule Financial, LLC · 116 positions · $368.8M

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TickerCompanySharesValue% of portfolio
BNDVANGUARD BD INDEX FDS941.4K$69.1M18.7%
RSPINVESCO EXCHANGE TRADED FD T218.1K$46.4M12.6%
IEFISHARES TR326.9K$30.9M8.4%
LQDISHARES TR272.8K$29.7M8.1%
SCHASCHWAB STRATEGIC TR776.8K$28.1M7.6%
SCHDSCHWAB STRATEGIC TR812.8K$25.8M7.0%
VEAVANGUARD TAX-MANAGED FDS133.7K$9.5M2.6%
VWOVANGUARD INTL EQUITY INDEX F144.8K$8.6M2.3%
VGTVANGUARD WORLD FD53.1K$6.4M1.7%
TLTISHARES TR69.8K$6.0M1.6%
SCHESCHWAB STRATEGIC TR158.5K$5.7M1.6%
SCHBSCHWAB STRATEGIC TR174.7K$5.1M1.4%
PAYSPAYSIGN INC614.2K$5.0M1.4%
VISVANGUARD WORLD FD11.0K$4.0M1.1%
VFHVANGUARD WORLD FD29.3K$3.9M1.0%
BEBLOOM ENERGY CORP12.2K$3.7M1.0%
VDCVANGUARD WORLD FD15.3K$3.4M0.9%
VOXVANGUARD WORLD FD18.0K$3.3M0.9%
VHTVANGUARD WORLD FD10.6K$3.2M0.9%
GOOGLALPHABET INC8.8K$3.1M0.8%
VCRVANGUARD WORLD FD6.9K$2.7M0.7%
VEUVANGUARD INTL EQUITY INDEX F29.6K$2.5M0.7%
CSCOCISCO SYS INC20.6K$2.4M0.7%
AAPLAPPLE INC8.2K$2.4M0.6%
IUSVISHARES TR19.5K$2.1M0.6%
CIENCIENA CORP4.3K$2.1M0.6%
SPYGSPDR SERIES TRUST16.5K$2.0M0.5%
XLESELECT SECTOR SPDR TR36.0K$1.9M0.5%
IGVISHARES TR19.9K$1.8M0.5%
TSLATESLA INC4.2K$1.8M0.5%
BIDUBAIDU INC14.7K$1.7M0.5%
FSLRFIRST SOLAR INC6.6K$1.6M0.4%
ARMARM HOLDINGS PLC4.2K$1.5M0.4%
VPUVANGUARD WORLD FD7.2K$1.4M0.4%
CMICUMMINS INC2.0K$1.4M0.4%
CATCATERPILLAR INC1.2K$1.3M0.4%
IUSBISHARES TR28.0K$1.3M0.4%
VXFVANGUARD INDEX FDS4.2K$1.0M0.3%
SCHXSCHWAB STRATEGIC TR35.2K$1.0M0.3%
DEDEERE & CO1.6K$1.0M0.3%
CCJCAMECO CORP10.1K$1.0M0.3%
JPMJPMORGAN CHASE & CO3.1K$1.0M0.3%
GLWCORNING INC3.8K$969,8120.3%
PFEPFIZER INC36.7K$883,4320.2%
SCHMSCHWAB STRATEGIC TR22.3K$821,3860.2%
PGPROCTER & GAMBLE CO5.4K$795,8070.2%
VAWVANGUARD WORLD FD3.5K$792,5150.2%
MSFTMICROSOFT CORP2.0K$759,7750.2%
BABAALIBABA GROUP HLDG LTD7.7K$739,8140.2%
IBMINTERNATIONAL BUSINESS MACHS2.5K$710,0330.2%
SCHVSCHWAB STRATEGIC TR19.9K$693,8330.2%
AMZNAMAZON COM INC2.9K$683,5590.2%
TXNTEXAS INSTRS INC2.2K$660,5120.2%
JNJJOHNSON & JOHNSON2.5K$641,2740.2%
CVXCHEVRON CORPORATION3.6K$602,2620.2%
BKRBAKER HUGHES COMPANY10.6K$586,1910.2%
SCHISCHWAB STRATEGIC TR25.3K$573,3580.2%
PRUPRUDENTIAL FINL INC5.2K$560,9780.2%
RTXRTX CORPORATION3.0K$560,6760.2%
SNASNAP ON INC1.4K$556,6110.2%
Top Fund Holdings
13F
Top Fund Holdings

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