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Home > Institutional Investor > Coastline Complete Wealth Llc > Profile

Instuitional Investor - Coastline Complete Wealth Llc

Fund Profile
Filing Period:
Fund Name: Coastline Complete Wealth Llc
Portfolio Value $158,795,128
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 168,513 $20,770,865 13.08%
2.
Vanguard Specialized Funds - DIV APP ETF
 88,538 $19,458,860 12.25%
3.
Market Vectors Etf Trust
 SMH 128,435 $13,300,773 8.38%
4.
Invesco Qqq Tr
 19,364 $11,895,678 7.49%
5.
Vanguard Index Fds - MID CAP ETF
 36,512 $10,596,472 6.67%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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