Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Joule Financial, LLC (CIK 1929070) reported $343.3M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($67.6M, 19.68%), RSP ($42.1M, 12.25%), IEF ($31.3M, 9.13%), LQD ($29.1M, 8.48%), SCHD ($24.9M, 7.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $67.6M | 19.68% | 917,595 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $42.1M | 12.25% | 219,147 | Trimmed |
| 3 | IEF | ISHARES TR | $31.3M | 9.13% | 328,296 | Added |
| 4 | LQD | ISHARES TR | $29.1M | 8.48% | 267,204 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $24.9M | 7.25% | 811,281 | Trimmed |
| 6 | SCHA | SCHWAB STRATEGIC TR | $23.2M | 6.75% | 796,701 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $8.7M | 2.52% | 134,998 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $7.9M | 2.30% | 145,846 | Trimmed |
| 9 | TLT | ISHARES TR | $6.0M | 1.75% | 69,499 | Trimmed |
| 10 | SCHE | SCHWAB STRATEGIC TR | $5.2M | 1.51% | 157,195 | Added |
| 11 | VGT | VANGUARD WORLD FD | $4.7M | 1.38% | 6,768 | Trimmed |
| 12 | SCHB | SCHWAB STRATEGIC TR | $4.5M | 1.30% | 177,609 | Trimmed |
| 13 | VFH | VANGUARD WORLD FD | $3.7M | 1.07% | 30,418 | Added |
| 14 | PAYS | PAYSIGN INC | $3.6M | 1.06% | 614,175 | Hold |
| 15 | VDC | VANGUARD WORLD FD | $3.5M | 1.03% | 15,775 | Added |
| 16 | GOOGL | ALPHABET INC | $3.5M | 1.02% | 12,164 | Trimmed |
| 17 | VIS | VANGUARD WORLD FD | $3.5M | 1.01% | 11,115 | Trimmed |
| 18 | VOX | VANGUARD WORLD FD | $3.2M | 0.94% | 18,005 | Trimmed |
| 19 | VHT | VANGUARD WORLD FD | $2.9M | 0.85% | 10,737 | Added |
| 20 | VCR | VANGUARD WORLD FD | $2.6M | 0.76% | 7,238 | Added |
| 21 | XLE | SELECT SECTOR SPDR TR | $2.3M | 0.68% | 38,155 | Trimmed |
| 22 | AAPL | APPLE INC | $2.0M | 0.60% | 8,068 | Added |
| 23 | CSCO | CISCO SYS INC | $2.0M | 0.58% | 25,491 | Added |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $1.9M | 0.54% | 24,885 | Added |
| 25 | BE | BLOOM ENERGY CORP | $1.7M | 0.50% | 12,742 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31