Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COASTWISE CAPITAL GROUP LLC | 11-13-2023 | 09-30-2023 | 110 | 87,265,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $7,554,757 | 106,766 | 0.01 | 0.01 | 7,400 | 7.45 | 09-30-2023 |
| APPLE INC | COM | 2 | $4,431,962 | 25,886 | 0.01 | 0.01 | -3,843 | -12.93 | 09-30-2023 |
| AMAZON COM INC | COM | 3 | $4,256,867 | 33,487 | 0.00 | 0.00 | -80 | -0.24 | 09-30-2023 |
| ALPHABET INC | CAP STK CL A | 4 | $2,907,293 | 22,050 | 0.00 | 0.00 | 1,035 | 4.93 | 09-30-2023 |
