Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COASTWISE CAPITAL GROUP LLC | 08-14-2024 | 06-30-2024 | 115 | 104,967,609 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $8,812,573 | 113,330 | 0.01 | 0.01 | -3,675 | -3.14 | 06-30-2024 |
| APPLE INC | COM | 2 | $6,748,994 | 32,043 | 0.01 | 0.01 | -250 | -0.77 | 06-30-2024 |
| AMAZON COM INC | COM | 3 | $4,750,472 | 24,582 | 0.00 | 0.00 | -138 | -0.56 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 4 | $4,290,793 | 34,732 | 0.00 | 0.00 | 30,775 | 777.74 | 06-30-2024 |
