Coastline Complete Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $20.77M | 13.1% |
| VANGUARD SPECIALIZED FUNDS | $19.46M | 12.3% |
| VANECK ETF TRUST | $13.30M | 8.4% |
| INVESCO QQQ TR | $11.90M | 7.5% |
| VANGUARD INDEX FDS | $10.60M | 6.7% |
| ISHARES TR | $10.35M | 6.5% |
| ISHARES TR | $5.73M | 3.6% |
| VANGUARD INDEX FDS | $5.32M | 3.3% |
| PROSHARES TR | $4.71M | 3.0% |
| INVESCO EXCH TRD SLF IDX FD | $4.33M | 2.7% |
| INVESCO EXCH TRD SLF IDX FD | $3.93M | 2.5% |
| INVESCO EXCH TRD SLF IDX FD | $3.70M | 2.3% |
| INVESCO EXCH TRD SLF IDX FD | $3.68M | 2.3% |
| INVESCO EXCH TRD SLF IDX FD | $3.43M | 2.2% |
| INVESCO EXCH TRD SLF IDX FD | $3.33M | 2.1% |
| INVESCO EXCH TRD SLF IDX FD | $3.28M | 2.1% |
| Planet Fitness, Inc. | $2.82M | 1.8% |
| Amazon.com Inc | $2.49M | 1.6% |
| SCHWAB STRATEGIC TR | $2.39M | 1.5% |
| Alphabet Inc. | $1.99M | 1.3% |
| INVESCO EXCH TRD SLF IDX FD | $1.68M | 1.1% |
| INVESCO EXCH TRD SLF IDX FD | $1.60M | 1.0% |
| MICROSOFT CORP | $1.52M | 1.0% |
| SCHWAB STRATEGIC TR | $1.41M | 0.9% |
| INVESCO EXCH TRD SLF IDX FD | $1.38M | 0.9% |
| SCHWAB STRATEGIC TR | $1.11M | 0.7% |
| ELI LILLY & Co | $1.05M | 0.7% |
| Warren E. Buffett | $1.05M | 0.7% |
| VANGUARD WHITEHALL FDS | $1.00M | 0.6% |
| SELECT SECTOR SPDR TR | $993.5K | 0.6% |
| NVIDIA Corp | $967.9K | 0.6% |
| VANGUARD ADMIRAL FDS INC | $874.6K | 0.6% |
| Alphabet Inc. | $728.1K | 0.5% |
| Apple Inc. | $683.7K | 0.4% |
| SPDR INDEX SHS FDS | $633.7K | 0.4% |
| ISHARES TR | $633.6K | 0.4% |
| VANGUARD INDEX FDS | $511.4K | 0.3% |
| Salesforce Inc | $354.5K | 0.2% |
| VANGUARD INDEX FDS | $350.7K | 0.2% |
| ISHARES BITCOIN TRUST ETF | $348.2K | 0.2% |
| KLA CORP | $331.7K | 0.2% |
| INVESCO EXCH TRD SLF IDX FD | $307.2K | 0.2% |
| EXXON MOBIL CORP | $278.5K | 0.2% |
| Schneider National, Inc.SNDR | $274.9K | 0.2% |
| INVESCO EXCH TRD SLF IDX FD | $256.3K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $251.2K | 0.2% |
| NORFOLK SOUTHERN CORP | $240.8K | 0.2% |
| JOHNSON & JOHNSON | $222.0K | 0.1% |
| VERIZON COMMUNICATIONS INC | $216.0K | 0.1% |
| Clear Channel Outdoor Holdings, Inc.CCO | $55.3K | 0.0% |