Instuitional Investor - Castle Financial & Retirement Planning Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Castle Financial & Retirement Planning Associates, Inc. |
| Portfolio Value | $29,473,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf | 10,495 | $4,350,000 | 14.75% | |
| 2. | SPY | 6,431 | $2,900,000 | 9.83% | |
| 3. | FNDF | 34,212 | $2,716,000 | 9.21% | |
| 4. | First Trust Nasdaq Rising Dividend Achievers Fund | 37,148 | $1,906,000 | 6.46% | |
| 5. | Ishares Esg Aware Msci Usa Etf | 17,648 | $1,790,000 | 6.07% |
