CIK 1929070
Joule Financial, LLC
Institutional 13F holdings & portfolio
Holdings
110
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 110
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 899K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 220K | $1M+ | SH |
| LQD | ISHARES TR | 262K | $1M+ | SH |
| IEF | ISHARES TR | 284K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 803K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 819K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 137K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 147K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 241K | $1M+ | SH |
| TLT | ISHARES TR | 70K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 156K | $1M+ | SH |
| GOOGL | ALPHABET INC | 13K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 18K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 11K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 15K | $1M+ | SH |
| PAYS | PAYSIGN INC | 614K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 24K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 11K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 7K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 56K | $1M+ | SH |
| CIEN | CIENA CORP | 9K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| CSCO | CISCO SYS INC | 25K | $1M+ | SH |
| LYFT | LYFT INC | 95K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 19K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 7K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| AAPL | APPLE INC | 5K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 7K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 8K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 42K | $1M+ | SH |
| CMI | CUMMINS INC | 2K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 4K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| BIDU | BAIDU INC | 8K | $1M+ | SH |
| IVV | ISHARES TR | 1K | $1M+ | SH |
| CCJ | CAMECO CORP | 10K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| VAW | VANGUARD WORLD FD | 4K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 8K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| BKR | BAKER HUGHES COMPANY | 16K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| KR | KROGER CO | 12K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |