Instuitional Investor - Coastwise Capital Group, Llc

Fund Profile
Filing Period:
Fund Name: Coastwise Capital Group, Llc
Portfolio Value $180,090,100
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Value Advantage
23,864,649 $23,864,649 13.25%
2. SCHD 447,314 $13,723,579 7.62%
3. AAPL 31,229 $7,925,559 4.4%
4. SPY 11,714 $7,617,856 4.23%
5.
Schwab Value Advantage
7,500,620 $7,500,620 4.16%