CF

Castle Financial & Retirement Planning Associates, Inc.

13F
Castle Financial & Retirement Planning Associates, Inc.
Last update 2022-02-22 235 Stocks (0 new)
Value $29.00 Mil Turnover 0 %
Countries:
Top Holdings: VOO(14.76%)SPY(9.84%)SCHD(9.22%)RDVY(6.47%)ESGU(6.07%)
Summary Stock Picks Current Portfolio
Castle Financial & Retirement ... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
10,495
4,350.0
0%
14.760
0%
0.000
+19.34%
+7.26%
658,032.1
 
SPY
S&P 500 ETF TRUST ETF
6,431
2,900.0
0%
9.840
0%
0.000
+19.62%
+7.94%
648,846.5
 
SCHD
Schwab US Dividend Equity ETF
34,212
2,716.0
0%
9.220
0%
0.010
+7.08%
-0.29%
71,133.2
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
37,148
1,906.0
0%
6.470
0%
0.020
+15.88%
+7.85%
15,520.9
 
ESGU
iShares MSCI USA ESG Optimized ETF
17,648
1,790.0
0%
6.070
0%
0.010
+19.72%
+6.63%
13,942.2
 
GLD
SPDR Gold Shares ETF
9,000
1,536.0
0%
5.210
0%
0.000
+1.60%
+30.55%
104,090.1
 
QUAL
iShares MSCI USA Quality Factor ETF
11,172
1,491.0
0%
5.060
0%
0.010
+14.25%
+3.79%
53,100.3
 
BRK.B
Berkshire Hathaway Inc
4,205
1,352.0
0%
4.590
0%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
SPGP
Invesco S&P 500 GARP ETF
13,824
1,256.0
0%
4.260
0%
0.150
+17.54%
+4.27%
2,814.9
 
PG
Procter & Gamble Co
6,620
1,059.0
0%
3.590
0%
0.000
-5.05%
-3.74%
371,187.9
Consumer Packaged Goods

Castle Financial & Retirement Planning Associates, Inc.'s Historical Top Holdings Breakdowns

Castle Financial & Retirement Planning Associates, Inc. Total Holding History ($B)

To

Castle Financial & Retirement Planning Associates, Inc.'s Asset Allocation

To

Castle Financial & Retirement Planning Associates, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Castle Financial & Retirement Planning Associates, Inc.'s Hypothetical Growth since 2021-12-31

Castle Financial & Retirement Planning Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Castle Financial & Retirement Planning Associates, Inc.'s Holdings Heat Map

Size field:

Castle Financial & Retirement Planning Associates, Inc.'s Holdings Bubble Chart

Castle Financial & Retirement Planning Associates, Inc. News

  • 1

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