HoldingsChannel.com
Coastal Capital Group Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 120,795 +20,817 $35,604
     IVV120,795+20,817$35,604
SCHWAB US AGGREGATE BOND ETF (SCHZ) 604,419 +146,587 $32,034
     SCHZ604,419+146,587$32,034
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 940,324 +227,803 $30,175
     SCHF940,324+227,803$30,175
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 311,928 +53,643 $16,669
     IGSB311,928+53,643$16,669
VANGUARD VALUE INDEX FUND (VTV) 133,579 -14,742 $14,817
     VTV133,579-14,742$14,817
ISHARES S&P MIDCAP FUND (IJH) 66,047 +7,671 $12,830
     IJH66,047+7,671$12,830
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 83,886 -10,247 $12,590
     VTI83,886-10,247$12,590
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 233,376 +40,699 $12,385
     SCHD233,376+40,699$12,385
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 267,937 +62,127 $7,031
     SCHE267,937+62,127$7,031
VANGUARD SMALL CAP INDEX FUND (VB) 44,169 -5,585 $6,920
     VB44,169-5,585$6,920
VANGUARD MID CAP INDEX FUND (VO) 39,980 -2,746 $6,683
     VO39,980-2,746$6,683
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 58,721 +13,715 $6,653
     EMB58,721+13,715$6,653
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF (HYG) 72,456 +15,300 $6,317
     HYG72,456+15,300$6,317
ISHARES S&P SMALL CAP FUND (IJR) 78,066 +9,052 $6,111
     IJR78,066+9,052$6,111
VANGUARD TOTAL BOND MARKET INDEX FUND (BND) 71,114 -11,998 $5,907
     BND71,114-11,998$5,907
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 58,956 -9,749 $3,006
     VEU58,956-9,749$3,006
ISHARES DOW JONES U.S. ETF (IYY) 19,890 -689 $2,907
     IYY19,890-689$2,907
VANGUARD S&P 500 ETF (VOO) 7,892 -806 $2,124
     VOO7,892-806$2,124
APPLE INC COM 10,031 -238 $1,985
     AAPL10,031-238$1,985
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 26,111 -320 $1,377
     VXUS26,111-320$1,377
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 12,243 -3,604 $1,363
     AGG12,243-3,604$1,363
VANGUARD GROWTH INDEX FUND (VUG) 8,043 -371 $1,314
     VUG8,043-371$1,314
VANGUARD REAL ESTATE ETF (VNQ) 12,903 -1,931 $1,128
     VNQ12,903-1,931$1,128
ISHARES RUSSELL 2000 ETF (IWM) 7,181 -391 $1,117
     IWM7,181-391$1,117
ISHARES RUSSELL 1000 ETF (IWB) 6,029 -608 $981
     IWB6,029-608$981
ISHARES RUSSELL 1000 VALUE ETF (IWD) 7,684 -810 $978
     IWD7,684-810$978
AT&T INC COM 28,391 -904 $951
     T28,391-904$951
VANGUARD EXTENDED MARKET INDEX FUND (VXF) 7,834 -704 $929
     VXF7,834-704$929
EXXON MOBIL CORP COM 12,002 -246 $920
     XOM12,002-246$920
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 10,243 -1,604 $895
     VYM10,243-1,604$895
VERIZON COMMUNICATIONS INC COM 15,555 -3 $889
     VZ15,555-3$889
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 19,731 -3,766 $839
     VWO19,731-3,766$839
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 8,209 -1,922 $835
     MINT8,209-1,922$835
MICROSOFT CORP COM 6,098 -417 $817
     MSFT6,098-417$817
AMAZON COM INC COM 425 +60 $805
     AMZN425+60$805
GENERAL ELECTRIC CO COM 67,872 +3,441 $713
     GE67,872+3,441$713
ISHARES RUSSELL MID CAP ETF (IWR) 12,334 -1,911 $689
     IWR12,334-1,911$689
ISHARES MSCI EAFE ETF (EFA) 10,369 -232 $682
     EFA10,369-232$682
FACTSET RESH SYS INC COM 2,106 +601 $603
     FDS2,106+601$603
JOHNSON & JOHNSON COM 4,262 -1,364 $594
     JNJ4,262-1,364$594
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 8,200 UNCH $546
     ITOT8,200UNCH$546
SPDR S&P 500 ETF (SPY) 1,816 -385 $532
     SPY1,816-385$532
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 8,161 -121 $504
     USMV8,161-121$504
INTEL CORP COM 10,115 -200 $484
     INTC10,115-200$484
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 4,002 UNCH $461
     VIG4,002UNCH$461
UNITED PARCEL SERVICE INC CL B 4,234 UNCH $437
     UPS4,234UNCH$437
CHEVRON CORP NEW COM 3,463 +46 $431
     CVX3,463+46$431
BANK AMER CORP COM 14,782 +966 $429
     BAC14,782+966$429
FACEBOOK INC CL A 2,124 UNCH $410
     FB2,124UNCH$410
AMERICAN TOWER CORP NEW COM 1,976 UNCH $404
     AMT1,976UNCH$404

See Full List: All Stocks Held By Coastal Capital Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Coastal Capital Group Inc.

Size ($ in 1000's)
At 06/30/2019: $270,772
At 03/31/2019: $227,219

Coastal Capital Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Coastal Capital Group Inc. 13F filings. Link to 13F filings: SEC filings

Coastal Capital Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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