Castle Financial & Retirement Planning Associates, Inc. 13F 持仓 · 最近申报 2021年Q4
Castle Financial & Retirement Planning Associates 在 2021年Q4（报告期截至 2021-12-31）的 SEC 13F 申报中报告了 234 只证券，申报市值合计 2,947.30 万美元。前几大持仓：VOO（14.76%）、SPY（9.84%）、SCHD（9.22%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $4.3M | 14.76% | 10,495 | 新建仓 |
| 2 | SPY | SPDR S&P 500 ETF | $2.9M | 9.84% | 6,431 | 新建仓 |
| 3 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2.7M | 9.22% | 34,212 | 新建仓 |
| 4 | RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND | $1.9M | 6.47% | 37,148 | 新建仓 |
| 5 | ESGU | ISHARES ESG AWARE MSCI USA ETF | $1.8M | 6.07% | 17,648 | 新建仓 |
| 6 | GLD | SPDR GOLD SHARES | $1.5M | 5.21% | 9,000 | 新建仓 |
| 7 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $1.5M | 5.06% | 11,172 | 新建仓 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1.4M | 4.59% | 4,205 | 新建仓 |
| 9 | SPGP | INVESCO S&P 500 GARP ETF | $1.3M | 4.26% | 13,824 | 新建仓 |
| 10 | PG | PROCTER AND GAMBLE CO COM | $1.1M | 3.59% | 6,620 | 新建仓 |
| 11 | IVV | ISHARES CORE S&P 500 ETF | $966,000 | 3.28% | 2,134 | 新建仓 |
| 12 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $907,000 | 3.08% | 16,740 | 新建仓 |
| 13 | BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $650,000 | 2.21% | 37,459 | 新建仓 |
| 14 | BUDX | CANNABIS GROWTH ETF | $648,000 | 2.20% | 56,754 | 新建仓 |
| 15 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $581,000 | 1.97% | 7,869 | 新建仓 |
| 16 | VTV | VANGUARD VALUE INDEX FUND | $472,000 | 1.60% | 3,200 | 新建仓 |
| 17 | METV | ROUNDHILL BALL METAVERSE ETF | $409,000 | 1.39% | 31,928 | 新建仓 |
| 18 | DIS | DISNEY WALT CO COM | $281,000 | 0.95% | 1,973 | 新建仓 |
| 19 | CNBS | AMPLIFY SEYMOUR CANNABIS ETF | $270,000 | 0.92% | 21,460 | 新建仓 |
| 20 | GUNR | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $250,000 | 0.85% | 5,775 | 新建仓 |
| 21 | IAU | ISHARES GOLD TRUST | $225,000 | 0.76% | 6,467 | 新建仓 |
| 22 | BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETF | $176,000 | 0.60% | 5,066 | 新建仓 |
| 23 | FNV | FRANCO NEV CORP COM | $168,000 | 0.57% | 1,200 | 新建仓 |
| 24 | SGOL | ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF | $168,000 | 0.57% | 9,590 | 新建仓 |
| 25 | SJB | PROSHARES SHORT HIGH YIELD | $164,000 | 0.56% | 9,100 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2021-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR