Joel Adams & Associates, Inc.

**Joel Adams & Associates, Inc.** manages $133M across a diversified portfolio of 63 holdings. The strategy shows a significant allocation to core US equity and fixed income, highlighted by the top three positions: VOO ($21.3M), AGG ($19.4M), and EAGG ($10.6M). Further diversification is evident with substantial exposure to international and sector-specific mandates, including VSGX ($10.4M) and VXUS ($4.2M). This structure suggests a disciplined, multi-asset approach anchored in broad market indices.

📌 Top Holdings