Castle Financial & Retirement Planning Associates, Inc. 13F Holdings

CIK 0001650259 · FAIR HAVEN, NJ

As of Dec 31, 2021, Castle Financial & Retirement Planning Associates, Inc. reported 235 positions worth $29.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—10,495$4.4K14.76%
SPDR S&P 500 ETF TRUSTSPY—6,431$2.9K9.84%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity34,212$2.7K9.22%
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFRDVY—37,148 .9K6.47%
ISHARES ESG AWARE MSCI USA ETFESGU—17,648 .8K6.07%
SPDR GOLD TRUSTGQ9—9,000 .5K5.21%
ISHARES MSCI USA QUALITY FACTOR ETFQUAL—11,172 .5K5.06%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services4,205 .4K4.59%
INVESCO S&P 500 GARP ETFSPGP—13,824 .3K4.26%
PROCTER & GAMBLE COPGConsumer Defensive6,620 .1K3.59%
ISHARES CORE S&P 500 ETFIVV—2,134$966.03.28%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—16,740$907.03.08%
BITWISE CRYPTO INDUSTRY INNOVATORS ETFBITQ—37,459$650.02.21%
INVESTMENT MANAGERS SER TR IBUDX—56,754$648.02.20%
VANECK MORNINGSTAR WIDE MOAT ETFMOAT—7,869$581.01.97%
VANGUARD VALUE INDEX FUNDVTV—3,200$472.01.60%
LISTED FDS TR——31,928$409.01.39%
WALT DISNEY CODISCommunication Services1,973$281.00.95%
NULLCNBS—21,460$270.00.92%
FlexShares Mstar Glbl Upstrm Nat Res ETFGUNR—5,775$250.00.85%
ISHARES GOLD TRUSTIAU—6,467$225.00.76%
AMPLIFY TRANSFORMATIONAL DATA SHARING ETFBLOK—5,066 76.00.60%
ABRDN GOLD ETF TRUSTSGOL—9,590 68.00.57%
FRANCO NEVADA CORPFNVBasic Materials1,200 68.00.57%
PROSHARES TRSJB—9,100 64.00.56%