Coastwise Capital Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DELTA AIR LINES, INC. | $932.1K | 0.5% |
| HOME DEPOT, INC. | $910.7K | 0.5% |
| Ishares Core S&P | $819.6K | 0.4% |
| First TRUST Enhanced | $819.0K | 0.4% |
| United States Treasury Bills 0.0 03/19/26 03/19/2026 | $818.9K | 0.4% |
| PEPSICO INC | $814.9K | 0.4% |
| Ishares Tr Russell | $806.4K | 0.4% |
| United States Treasury Bills 0.0 03/05/26 03/05/2026 | $785.2K | 0.4% |
| US Treasury 4.875 05/31/26 05/31/2026 4.875 | $770.9K | 0.4% |
| Netflix Inc | $748.2K | 0.4% |
| FORD MOTOR CO | $700.6K | 0.4% |
| Walt Disney Co | $697.0K | 0.3% |
| Schwab S&P 500 Index Fd | $657.7K | 0.3% |
| NORFOLK SOUTHERN CORP | $656.3K | 0.3% |
| CATERPILLAR INC | $645.1K | 0.3% |
| US Treasury 4.625 03/15/26 03/15/2026 4.625 | $619.2K | 0.3% |
| Schwab Ultra Short Income ETF | $606.8K | 0.3% |
| Schw Emg Mkt Eq Etf | $601.1K | 0.3% |
| UNITEDHEALTH GROUP INC | $596.3K | 0.3% |
| INTEL CORP | $595.5K | 0.3% |
| Ishares Nasdaq Bio Etf | $594.6K | 0.3% |
| Invesco Preferred ETF | $586.2K | 0.3% |
| Fidelity Freedom 2035 | $578.9K | 0.3% |
| NEXTERA ENERGY INC | $577.7K | 0.3% |
| US Treasury 2.250 03/31/26 03/31/2026 2.250 | $573.1K | 0.3% |
| Bp Plc Adr | $546.9K | 0.3% |
| ABBOTT LABORATORIES | $545.1K | 0.3% |
| American Airlines Group Inc. | $538.1K | 0.3% |
| ADVANCED MICRO DEVICES INC | $534.1K | 0.3% |
| Visa Inc | $531.9K | 0.3% |
| Medtronic plc | $528.3K | 0.3% |
| Warren E. Buffett | $517.2K | 0.3% |
| iShares MSCI UAE ETF | $506.8K | 0.3% |
| US Treasury Bill 01/22/26 01/22/2026 | $499.0K | 0.2% |
| United States Treasury Bills 0.0 03/26/26 03/26/2026 | $495.9K | 0.2% |
| Ishares Tr Russell | $476.7K | 0.2% |
| SCHWAB CHARLES CORP | $476.3K | 0.2% |
| Broadcom Inc. | $473.0K | 0.2% |
| Vanguard Small Cap Value | $462.9K | 0.2% |
| GILEAD SCIENCES, INC. | $460.5K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $457.7K | 0.2% |
| First TRUST Preferred | $431.1K | 0.2% |
| Sch US Tips Etf | $430.5K | 0.2% |
| AbbVie Inc. | $424.0K | 0.2% |
| Vanguard Small Cap | $413.1K | 0.2% |
| Schw US Lcap Gro Etf | $396.7K | 0.2% |
| Spdr S&P Biotech Etf | $385.4K | 0.2% |
| Ishares S&P U S Pfd Fund | $383.8K | 0.2% |
| Ishares Tr Russell | $381.3K | 0.2% |
| Guggenheim S&P 500 Equal | $380.0K | 0.2% |