Joule Financial, LLC — 13F holdings

Joule Financial, LLC reported 116 holdings worth $369M in its 13F filing for Q2 2026, filed July 15, 2026.

Largest positions

1. BND VANGUARD BD INDEX FDS — $69.1M (18.7%)
2. RSP INVESCO EXCHANGE TRADED FD T — $46.4M (12.6%)
3. IEF ISHARES TR — $30.9M (8.4%)
4. LQD ISHARES TR — $29.7M (8.1%)
5. SCHA SCHWAB STRATEGIC TR — $28.1M (7.6%)
6. SCHD SCHWAB STRATEGIC TR — $25.8M (7.0%)
7. VEA VANGUARD TAX-MANAGED FDS — $9.52M (2.6%)
8. VWO VANGUARD INTL EQUITY INDEX F — $8.64M (2.3%)
9. VGT VANGUARD WORLD FD — $6.35M (1.7%)
10. TLT ISHARES TR — $6.03M (1.6%)