Long-term investor
Joel Adams & Associates, Inc. @joeladamsassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002020459).
Record
- Tracked since 2025-06-30 (445 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 14.3% · long · since 2025-06-30
- AGG · 12.1% · long · since 2025-06-30
- CVLC · 7.7% · long · since 2025-09-30
- VSGX · 7.6% · long · since 2025-06-30
- EAGG · 7.0% · long · since 2025-06-30
- VTEB · 6.9% · long · since 2025-06-30
- IEFA · 3.6% · long · since 2025-06-30
- MINT · 3.4% · long · since 2025-06-30
- VXUS · 3.2% · long · since 2025-06-30
- MUB · 2.1% · long · since 2025-06-30
- IJH · 2.1% · long · since 2025-06-30
- VO · 1.8% · long · since 2025-06-30