Instuitional Investor - Castle Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Castle Wealth Management Llc |
| Portfolio Value | $255,401,419 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exch Traded Fd Tr Ii | 321,756 | $33,956,507 | 13.3% | |
| 2. | Pimco Etf Trust | 510,724 | $13,457,576 | 5.27% | |
| 3. | T Rowe Price Etf Inc | 227,013 | $11,586,759 | 4.54% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 110,461 | $7,320,245 | 2.87% | |
| 5. | Wisdomtree Tr | 235,067 | $7,319,975 | 2.87% |
