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| Name: |
Coastwise Capital Group LLC |
| City: |
LA JOLLA |
| State: |
CA |
| Zip: |
92037 |
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data |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AGG |
iShares Barclays Agency Bond |
70 |
New |
$96.58 |
$458,000 |
4,676 |
0.42% |
458,000 |
4,676 |
0 |
Closed - End Fund - E... |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
94 |
New |
$165.94 |
$269,000 |
1,587 |
0.25% |
269,000 |
1,587 |
0.001 |
Closed - End Fund - E... |
|
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FNDA |
Schwab Fundamental Us Small... |
106 |
New |
$55.86 |
$237,000 |
4,153 |
0.22% |
237,000 |
4,153 |
0.003 |
N/A |
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GIS |
General Mills Inc |
110 |
New |
$68.30 |
$224,000 |
3,205 |
0.21% |
224,000 |
3,205 |
0.001 |
Food - Major Diversified |
|
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MA |
MasterCard Inc A |
111 |
New |
$451.18 |
$222,000 |
461 |
0.21% |
222,000 |
461 |
0 |
Business Services |
|
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FNDX |
Schwab Fundamental US Large... |
113 |
New |
$66.59 |
$217,000 |
3,222 |
0.2% |
217,000 |
3,222 |
0.004 |
N/A |
|
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DOW |
DOW Inc |
115 |
New |
$57.76 |
$209,000 |
3,601 |
0.19% |
209,000 |
3,601 |
0 |
Diversified Chemicals |
|
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XLF |
SPDR Financial Sector |
120 |
New |
$41.61 |
$203,000 |
4,829 |
0.19% |
203,000 |
4,829 |
0 |
Closed - End Fund - E... |
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NYCB |
New York Community Bancorp Inc |
122 |
New |
$3.33 |
$48,000 |
15,000 |
0.04% |
48,000 |
15,000 |
0.002 |
Savings & Loans |
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