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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 $125,160,478
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 341,665 $9,334,280 7.45%
2.
Apple Inc.
 AAPL 33,645 $8,425,263 6.73%
3.
Amazon Com Inc
 AMZN 25,410 $5,574,720 4.45%
4.
Nvidia Corp
 NVDA 38,800 $5,210,421 4.16%
5.
Spdr S & P 500 Etf Trust
 SPY 7,421 $4,349,436 3.47%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)