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Home > Institutional Investor > Coastwise Capital Group, Llc > Profile

Instuitional Investor - Coastwise Capital Group, Llc

Fund Profile
Filing Period:
Fund Name: Coastwise Capital Group, Llc
Portfolio Value $118,831,469
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 381,752 $10,673,775 8.98%
2.
Apple Inc.
 AAPL 32,289 $7,172,406 6.04%
3.
Spdr S & P 500 Etf Trust
 SPY 8,197 $4,585,313 3.86%
4.
Amazon Com Inc
 AMZN 24,020 $4,570,045 3.85%
5.
Microsoft Corp
 MSFT 10,814 $4,059,336 3.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)