Coastwise Capital Group, LLC
145 holdingsFiling period: 2026-06-30Current AUM: $177.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Sch US Div Equity Etf | 450.0K | $14.3M | $15.4M | 8.72% | +2.7K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 32.1K | $9.3M | $10.6M | 6.01% | +894 | 2026-06-30 |
| 3 | SPY | S P D R TRUST Unit SR | 12.0K | $8.9M | $9.1M | 5.12% | +270 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc. | 23.0K | $8.1M | $7.8M | 4.42% | +976 | 2026-06-30 |
| 5 | AMZN | Amazon Com Inc | 27.8K | $6.6M | $6.9M | 3.89% | -1,413 | 2026-06-30 |
| 6 | LRCX | Lam Research Corporation | 15.0K | $6.5M | $4.1M | 2.29% | -521 | 2026-06-30 |
| 7 | NVDA | Nvidia Corp | 31.8K | $6.4M | $6.7M | 3.80% | +2.6K | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 15.8K | $5.9M | $7.8M | 4.43% | +1.3K | 2026-06-30 |
| 9 | SCHV | Schw US Lcap Val Etf | 158.9K | $5.5M | $5.4M | 3.06% | -1,687 | 2026-06-30 |
| 10 | SPSM | Spdr Portfolio S&P 600 | 55.0K | $3.2M | $3.0M | 1.69% | +3.0K | 2026-06-30 |
| 11 | TSLA | Tesla Motors Inc | 6.9K | $2.9M | $2.5M | 1.39% | +11 | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 5.0K | $2.8M | $3.3M | 1.87% | +698 | 2026-06-30 |
| 13 | QQQ | Invesco Qqq TRUST | 3.1K | $2.3M | $2.2M | 1.25% | -346 | 2026-06-30 |
| 14 | VZ | Verizon Communications | 54.3K | $2.3M | $2.8M | 1.57% | +711 | 2026-06-30 |
| 15 | DIA | SPDR Dow Jones Ind ETF | 4.1K | $2.1M | $2.1M | 1.19% | -52 | 2026-06-30 |
| 16 | CSCO | Cisco Systems Inc | 17.3K | $2.0M | $1.9M | 1.07% | -150 | 2026-06-30 |
| 17 | PFE | Pfizer Incorporated | 80.0K | $1.9M | $2.2M | 1.24% | +4.1K | 2026-06-30 |
| 18 | INTC | Intel Corp | 13.7K | $1.9M | $1.3M | 0.75% | -1,871 | 2026-06-30 |
| 19 | SCHF | Schw Intl Eq Etf | 65.3K | $1.8M | $1.8M | 1.02% | +9.6K | 2026-06-30 |
| 20 | QCOM | Qualcomm Inc | 9.6K | $1.8M | $1.8M | 1.02% | -615 | 2026-06-30 |
| 21 | BMY | Bristol-Myers Squibb Co | 29.0K | $1.7M | $1.8M | 1.04% | +470 | 2026-06-30 |
| 22 | MRK | Merck & Co Inc | 12.8K | $1.6M | $1.8M | 1.04% | +3 | 2026-06-30 |
| 23 | SBUX | Starbucks Corp | 15.8K | $1.6M | $1.5M | 0.86% | +31 | 2026-06-30 |
| 24 | VYM | Vanguard High Dividend | 10.1K | $1.6M | $1.6M | 0.92% | +357 | 2026-06-30 |
| 25 | BA | Boeing Co | 7.3K | $1.6M | $1.5M | 0.87% | +243 | 2026-06-30 |
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