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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 :
6 |
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Unchanged Positions |
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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 |
|
IWD |
iShares Russell 1000 Value |
75 |
- |
$174.38 |
$385,000 |
2,150 |
0.36% |
30,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
79 |
- |
$220.08 |
$366,000 |
1,602 |
0.34% |
24,000 |
0 |
0.001 |
Closed - End Fund - E... |
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ADBE |
Adobe Systems Inc |
81 |
- |
$445.87 |
$361,000 |
716 |
0.33% |
-66,000 |
0 |
0 |
Application Software |
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SCHP |
Schwab U.S. Tips Etf |
89 |
- |
$51.72 |
$290,000 |
5,567 |
0.27% |
-1,000 |
0 |
0.002 |
N/A |
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VEU |
Vanguard FTSE All-World ETF |
96 |
- |
$57.31 |
$266,000 |
4,540 |
0.25% |
11,000 |
0 |
0.001 |
Closed - End Fund - F... |
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FNDE |
Schwab Fundamental Emerging... |
104 |
- |
$29.68 |
$242,000 |
8,704 |
0.22% |
6,000 |
0 |
0.001 |
N/A |
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