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
+8.51%
+2.96%
610,346.4
 
SPY 		S&P 500 ETF TRUST ETF
6,431
2,900.0
0%
9.840
0%
0.000
+8.50%
+2.92%
612,173.7
 
SCHD 		Schwab US Dividend Equity ETF
34,212
2,716.0
0%
9.220
0%
0.010
-2.30%
-0.80%
69,904.5
 
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF
37,148
1,906.0
0%
6.470
0%
0.020
+6.00%
+4.05%
14,517.9
 
ESGU 		iShares MSCI USA ESG Optimized ETF
17,648
1,790.0
0%
6.070
0%
0.010
+8.80%
+2.35%
13,525.3
 
GLD 		SPDR Gold Shares ETF
9,000
1,536.0
0%
5.210
0%
0.000
+14.57%
+27.36%
100,465.7
 
QUAL 		iShares MSCI USA Quality Factor ETF
11,172
1,491.0
0%
5.060
0%
0.010
+5.99%
+1.63%
52,276.3
 
BRK.B 		Berkshire Hathaway Inc
4,205
1,352.0
0%
4.590
0%
0.000
-1.63%
+7.69%
1,052,706.5
Insurance
SPGP 		Invesco S&P 500 GARP ETF
13,824
1,256.0
0%
4.260
0%
0.150
+6.60%
-0.02%
2,834.7
 
PG 		Procter & Gamble Co
6,620
1,059.0
0%
3.590
0%
0.000
-5.78%
-2.11%
380,073.7
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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