StockDriftsStockDriftsTop 50 Joule Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 19.68% | 917.6K | $67.6M | +2.08%(+18.72K) | $72.75(+0.68%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 12.25% | 219.1K | $42.1M | -0.61%(-1.34K) | $150.18(+35.33%) | 2026-03-31 | |
| IEF | ISHARES TR | 9.13% | 328.3K | $31.3M | +15.51%(+44.09K) | $95.52(-1.04%) | 2026-03-31 | |
| LQD | ISHARES TR | 8.48% | 267.2K | $29.1M | +2.11%(+5.52K) | $107.87(+0.73%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 7.25% | 811.3K | $24.9M | -0.96%(-7.89K) | $25.59(+23.81%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 6.75% | 796.7K | $23.2M | -0.74%(-5.91K) | $22.49(+47.41%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.52% | 135.0K | $8.7M | -1.46%(-2.00K) | $45.80(+50.62%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.3% | 145.8K | $7.9M | -0.95%(-1.41K) | $43.82(+35.45%) | 2026-03-31 | |
| TLT | ISHARES TR | 1.75% | 69.5K | $6.0M | -0.53%(-367) | $93.26(-8.40%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 1.51% | 157.2K | $5.2M | +0.53%(+830) | $25.40(+41.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.99% | +22.46% |
| Top 20 Holdings Unweighted | +9.51% | +31.34% |
Sign up free to track Joule Financial, Llc, compare funds side by side, and get alerts the moment positions change.