JAMES BALANCED: GOLDEN RAINBOW FUND

JAMES BALANCED: GOLDEN RAINBOW FUND is a registered fund series of JAMES ADVANTAGE FUNDS (series S000003560). Net assets $404.6M as of 2026-03-31.

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Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
United States Treasury Bonds$21.3M525.25%
United States Treasury Bonds$21.3M525.25%
United States Treasury Bonds$15.6M384.86%
United States Treasury Bonds$15.6M384.86%
United States Treasury Notes$15.2M374.62%
United States Treasury Notes$15.2M374.62%
Ishares Gold Trust$12.7M314.22%
Ishares Gold Trust$12.7M314.22%
Microsoft Corp.$11.4M280.93%
Microsoft Corp.$11.4M280.93%
Apple Inc.$11.0M271.90%
Apple Inc.$11.0M271.90%
Alphabet Inc.$10.7M264.08%
Alphabet Inc.$10.7M264.08%
United States Treasury Notes$10.0M247.96%

Net asset history

Report dateNet assets
2026-03-31$404.6M
2025-12-31$416.5M
2025-09-30$421.7M
2025-06-30$411.5M
2025-03-31$400.7M
2024-12-31$415.5M
2024-09-30$435.1M
2024-06-30$427.9M

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