HoldingsChannel.com
Coastal Capital Group Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 268,272 +113,621 $69,321
     IVV268,272+113,621$69,321
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 2,483,581 +1,207,191 $64,175
     SCHF2,483,581+1,207,191$64,175
SCHWAB US AGGREGATE BOND ETF (SCHZ) 974,518 +16,736 $52,887
     SCHZ974,518+16,736$52,887
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 583,009 +293,420 $26,223
     SCHD583,009+293,420$26,223
ISHARES S&P MIDCAP FUND (IJH) 145,856 +65,492 $20,982
     IJH145,856+65,492$20,982
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 748,658 +377,237 $15,489
     SCHE748,658+377,237$15,489
ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF (HYG) 170,252 +60,833 $13,121
     HYG170,252+60,833$13,121
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 120,315 +33,919 $11,632
     EMB120,315+33,919$11,632
ISHARES S&P SMALL CAP FUND (IJR) 177,910 +83,452 $9,982
     IJR177,910+83,452$9,982
APPLE INC COM 9,866 -140 $2,509
     AAPL9,866-140$2,509
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 19,156 -50,509 $2,469
     VTI19,156-50,509$2,469
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 41,599 -378,383 $2,178
     IGSB41,599-378,383$2,178
ISHARES DOW JONES U.S. ETF (IYY) 8,836 -7,593 $1,114
     IYY8,836-7,593$1,114
MICROSOFT CORP COM 6,220 -136 $981
     MSFT6,220-136$981
AMAZON COM INC COM 456 +11 $889
     AMZN456+11$889
ISHARES RUSSELL 1000 ETF (IWB) 6,029 UNCH $853
     IWB6,029UNCH$853
AT&T INC COM 23,730 -5,040 $691
     T23,730-5,040$691
ISHARES IBOXX USD INVESTMENT GRADE CORPORATE BOND ETF (LQD) 4,840 +4,388 $597
     LQD4,840+4,388$597
VERIZON COMMUNICATIONS INC COM 10,815 -3,162 $581
     VZ10,815-3,162$581
DANAHER CORPORATION COM 3,848 +1,603 $532
     DHR3,848+1,603$532
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 4,474 -5,894 $516
     AGG4,474-5,894$516
JOHNSON & JOHNSON COM 3,834 UNCH $502
     JNJ3,834UNCH$502
ISHARES 0 5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG) 11,782 +6,727 $481
     SHYG11,782+6,727$481
AMERICAN TOWER CORP NEW COM 2,192 -73 $477
     AMT2,192-73$477
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 8,096 -104 $463
     ITOT8,096-104$463
GENERAL ELECTRIC CO COM 57,496 -3,678 $456
     GE57,496-3,678$456
FACTSET RESH SYS INC COM 1,683 +1 $438
     FDS1,683+1$438
ISHARES INTERMEDIATE CREDIT BOND ETF (IGIB) 7,867 +4,330 $432
     IGIB7,867+4,330$432
INTEL CORP COM 7,962 -744 $430
     INTC7,962-744$430
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 18,708 +12,565 $422
     IDV18,708+12,565$422
VANGUARD TOTAL BOND MARKET INDEX FUND (BND) 4,802 -44,363 $409
     BND4,802-44,363$409
VANGUARD VALUE INDEX FUND (VTV) 4,306 -105,706 $383
     VTV4,306-105,706$383
EXXON MOBIL CORP COM 10,091 -5,315 $383
     XOM10,091-5,315$383
ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) 11,640 +1,481 $370
     PFF11,640+1,481$370
SPDR S&P 500 ETF (SPY) 1,437 -40 $370
     SPY1,437-40$370
VANGUARD GROWTH INDEX FUND (VUG) 2,159 -4,390 $338
     VUG2,159-4,390$338
FACEBOOK INC CL A 2,010 UNCH $335
     FB2,010UNCH$335
AMGEN INC COM 1,611 -356 $326
     AMGN1,611-356$326
PEPSICO INC COM 2,634 -149 $316
     PEP2,634-149$316
BERKSHIRE HATHAWAY INC DEL CL B NEW      $314
     BRK.B1,722+3$314
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 7,303 -38,594 $299
     VEU7,303-38,594$299
ISHARES RUSSELL 2000 ETF (IWM) 2,611 -4,150 $298
     IWM2,611-4,150$298
EVERSOURCE ENERGY COM 3,791 -808 $296
     ES3,791-808$296
INTERNATIONAL BUSINESS MACHS COM 2,609 +1 $289
     IBM2,609+1$289
PHILIP MORRIS INTL INC COM 3,857 +4 $281
     PM3,857+4$281
ALPHABET INC CAP STK CL C 240 +12 $279
     GOOG240+12$279
NVIDIA CORP COM 984 -100 $259
     NVDA984-100$259
PFIZER INC COM 7,002 -1,100 $228
     PFE7,002-1,100$228
CVS HEALTH CORP COM 3,787 UNCH $224
     CVS3,787UNCH$224
ALPHABET INC CAP STK CL A 193 -42 $224
     GOOGL193-42$224

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 03/31/2020: $321,308
At 12/31/2019: $334,499

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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