Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COASTWISE CAPITAL GROUP LLC | 05-14-2024 | 03-31-2024 | 122 | 107,872,688 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $9,434,103 | 117,005 | 0.01 | 0.01 | 10,239 | 9.59 | 03-31-2024 |
| APPLE INC | COM | 2 | $5,537,554 | 32,293 | 0.01 | 0.01 | 6,407 | 24.75 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $4,458,994 | 24,720 | 0.00 | 0.00 | -8,767 | -26.18 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 4 | $3,794,932 | 9,541 | 0.00 | 0.00 | 1,661 | 21.08 | 03-31-2024 |
