| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
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.