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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 $98,045,679
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 113,653 $8,652,365 8.82%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 13,508 $5,090,605 5.19%
3.
Apple Inc.
 AAPL 25,593 $4,927,388 5.02%
4.
Amazon Com Inc
 AMZN 31,237 $4,746,150 4.84%
5.
Spdr S & P 500 Etf Trust
 SPY 6,578 $3,126,398 3.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)