Instuitional Investor - Castle Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Castle Wealth Management Llc |
| Portfolio Value | $166,813,703 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 150,413 | $8,483,300 | 5.08% | |
| 2. | American Centy Etf Tr | 101,354 | $6,124,843 | 3.67% | |
| 3. | Pacer Fds Tr | 112,859 | $5,899,678 | 3.53% | |
| 4. | Pacer Fds Tr | 177,327 | $5,582,001 | 3.34% | |
| 5. | Ishares Tr | 99,845 | $5,373,661 | 3.22% |
