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Daniel Czulno

@Joule Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$282.874MTotal holdings108
Assets growth rate2.95%Assets growth rate (2-Q avg)319.94%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Joule Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Joule Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 282.874M in assets, with a quarterly growth rate of 2.95% and a 2-quarter average growth rate of 319.94%. The portfolio is managed by Daniel Czulno, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Bd Index Fds
Recent Activity
Increased 7.26%
20.22%
$57.173M
795,057 shares@ $71.91 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 3.98%
13.32%
$37.674M
215,000 shares@ $175.23 avg price
LQDIshares Tr
Recent Activity
Increased 7.69%
8.67%
$24.523M
229,532 shares@ $106.84 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 217.79%
7.08%
$20.009M
732,390 shares@ $27.33 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 116.33%
6.11%
$17.26M
667,432 shares@ $25.87 avg price
IEFIshares Tr
Recent Activity
Increased 2.83%
5.36%
$15.16M
163,978 shares@ $92.45 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 3.61%
3.65%
$10.306M
42,565 shares@ $242.13 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.74%
2.29%
$6.451M
134,896 shares@ $47.82 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 5.09%
2.25%
$6.352M
144,229 shares@ $44.05 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 2.8%
1.48%
$4.159M
156,168 shares@ $26.63 avg price