| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 6 | Q3 2023 | 6.7% |
| ISHARES TR | 6 | Q3 2023 | 7.3% |
| WISDOMTREE TR | 6 | Q3 2023 | 8.0% |
| ISHARES TR | 6 | Q3 2023 | 5.8% |
| AMERICAN CENTY ETF TR | 6 | Q3 2023 | 4.0% |
| PACER FDS TR | 6 | Q3 2023 | 4.2% |
| APPLE INC | 6 | Q3 2023 | 3.4% |
| VANGUARD TAX-MANAGED INTL FD | 6 | Q3 2023 | 3.1% |
| ISHARES TR | 6 | Q3 2023 | 3.8% |
| AMERICAN CENTY ETF TR | 6 | Q3 2023 | 3.4% |
View CASTLE WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-01 |
View CASTLE WEALTH MANAGEMENT LLC'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.