Castle Financial & Retirement Planning Associates, Inc.
CIK 1650259
13F portfolio (2021-Q4)
$29M
Positions
234
As reported on this filer's Form 13F for 2021-Q4, filed 2022-02-14. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | VOO | VANGUARD INDEX FDS |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T |
| 3 | SCHD | SCHWAB STRATEGIC TR |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD |
| 5 | ESGU | ISHARES TR |
Top holdings — weights and history with Pro
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