$29.5 Million is the total value of Castle Financial & Retirement Planning Associates, Inc.'s 235 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD S&P 500 ETF | 1 | Q4 2021 | 14.8% |
SPDR S&P 500 ETF | 1 | Q4 2021 | 9.8% |
SCHWAB US DIVIDEND EQUITY ETF | 1 | Q4 2021 | 9.2% |
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND | 1 | Q4 2021 | 6.5% |
ISHARES ESG AWARE MSCI USA ETF | 1 | Q4 2021 | 6.1% |
SPDR GOLD SHARES | 1 | Q4 2021 | 5.2% |
ISHARES MSCI USA QUALITY FACTOR ETF | 1 | Q4 2021 | 5.1% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 1 | Q4 2021 | 4.6% |
INVESCO S&P 500 GARP ETF | 1 | Q4 2021 | 4.3% |
PROCTER AND GAMBLE CO COM | 1 | Q4 2021 | 3.6% |
View Castle Financial & Retirement Planning Associates, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-02-14 |
View Castle Financial & Retirement Planning Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.