Coastline Complete Wealth LLC
56 holdingsFiling period: 2026-03-31Current AUM: $179.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 101.0K | $21.7M | $24.1M | 13.47% | +12.4K | 2026-03-31 |
| 2 | VOOG | VANGUARD ADMIRAL FDS INC | 34.4K | $14.0M | $16.8M | 9.36% | +32.4K | 2026-03-31 |
| 3 | MOAT | VANECK ETF TRUST | 123.7K | $12.0M | $13.4M | 7.46% | -4,726 | 2026-03-31 |
| 4 | VO | VANGUARD INDEX FDS | 40.1K | $11.5M | $13.0M | 7.23% | +3.5K | 2026-03-31 |
| 5 | IJR | ISHARES TR | 89.0K | $11.1M | $12.9M | 7.22% | +2.9K | 2026-03-31 |
| 6 | ONEQ | FIDELITY COMWLTH TR | 101.3K | $8.6M | $10.1M | 5.65% | -- | 2026-03-31 |
| 7 | IVW | ISHARES TR | 59.6K | $6.7M | $8.1M | 4.49% | -108,939 | 2026-03-31 |
| 8 | IVV | ISHARES TR | 8.4K | $5.5M | $6.3M | 3.51% | +29 | 2026-03-31 |
| 9 | BSCR | INVESCO EXCH TRD SLF IDX FD | 265.2K | $5.2M | $5.2M | 2.90% | +45.6K | 2026-03-31 |
| 10 | BSCS | INVESCO EXCH TRD SLF IDX FD | 253.2K | $5.2M | $5.1M | 2.87% | +86.8K | 2026-03-31 |
| 11 | BSMR | INVESCO EXCH TRD SLF IDX FD | 166.2K | $3.9M | $3.9M | 2.18% | +10.5K | 2026-03-31 |
| 12 | BSCT | INVESCO EXCH TRD SLF IDX FD | 209.2K | $3.9M | $3.9M | 2.16% | +32.6K | 2026-03-31 |
| 13 | BSMS | INVESCO EXCH TRD SLF IDX FD | 166.7K | $3.9M | $3.9M | 2.17% | +95.1K | 2026-03-31 |
| 14 | BSCU | INVESCO EXCH TRD SLF IDX FD | 231.7K | $3.9M | $3.8M | 2.13% | +37.9K | 2026-03-31 |
| 15 | BSCV | INVESCO EXCH TRD SLF IDX FD | 234.7K | $3.9M | $3.8M | 2.12% | +216.3K | 2026-03-31 |
| 16 | VUG | VANGUARD INDEX FDS | 8.2K | $3.6M | $4.2M | 2.33% | -2,720 | 2026-03-31 |
| 17 | NOBL | PROSHARES TR | 25.1K | $2.7M | $2.9M | 1.60% | -20,151 | 2026-03-31 |
| 18 | QQQ | INVESCO QQQ TR | 4.4K | $2.6M | $3.0M | 1.70% | -14,942 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 11.3K | $2.3M | $3.1M | 1.71% | +470 | 2026-03-31 |
| 20 | SCHX | SCHWAB STRATEGIC TR | 89.0K | $2.3M | $2.6M | 1.46% | +265 | 2026-03-31 |
| 21 | PLNT | PLANET FITNESS MASTER ISSUER | 27.0K | $2.0M | $1.5M | 0.84% | -- | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 6.4K | $1.8M | $2.3M | 1.26% | -18 | 2026-03-31 |
| 23 | VOO | VANGUARD INDEX FDS | 3.0K | $1.8M | $2.1M | 1.16% | -- | 2026-03-31 |
| 24 | BSMT | INVESCO EXCH TRD SLF IDX FD | 68.7K | $1.6M | $1.6M | 0.88% | -165 | 2026-03-31 |
| 25 | BSMU | INVESCO EXCH TRD SLF IDX FD | 69.2K | $1.5M | $1.5M | 0.83% | +6.5K | 2026-03-31 |
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