HoldingsChannel.com
Coastal Capital Group Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB US AGGREGATE BOND ETF (SCHZ) 819,941 +215,522 $44,154
     SCHZ819,941+215,522$44,154
ISHARES CORE S&P 500 ETF (IVV) 136,388 +15,593 $40,714
     IVV136,388+15,593$40,714
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 1,125,494 +185,170 $35,858
     SCHF1,125,494+185,170$35,858
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 374,715 +62,787 $20,111
     IGSB374,715+62,787$20,111
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 261,657 +28,281 $14,334
     SCHD261,657+28,281$14,334
ISHARES S&P MIDCAP FUND (IJH) 73,385 +7,338 $14,180
     IJH73,385+7,338$14,180
VANGUARD VALUE INDEX FUND (VTV) 122,144 -11,435 $13,634
     VTV122,144-11,435$13,634
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 73,194 -10,692 $11,052
     VTI73,194-10,692$11,052
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 74,585 +15,864 $8,454
     EMB74,585+15,864$8,454
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF (HYG) 92,389 +19,933 $8,054
     HYG92,389+19,933$8,054
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE) 320,340 +52,403 $8,050
     SCHE320,340+52,403$8,050
ISHARES S&P SMALL CAP FUND (IJR) 86,557 +8,491 $6,738
     IJR86,557+8,491$6,738
VANGUARD MID CAP INDEX FUND (VO) 35,953 -4,027 $6,026
     VO35,953-4,027$6,026
VANGUARD SMALL CAP INDEX FUND (VB) 37,488 -6,681 $5,769
     VB37,488-6,681$5,769
VANGUARD TOTAL BOND MARKET INDEX FUND (BND) 54,890 -16,224 $4,634
     BND54,890-16,224$4,634
ISHARES DOW JONES U.S. ETF (IYY) 17,476 -2,414 $2,578
     IYY17,476-2,414$2,578
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 50,918 -8,038 $2,541
     VEU50,918-8,038$2,541
APPLE INC COM 10,024 -7 $2,245
     AAPL10,024-7$2,245
VANGUARD S&P 500 ETF (VOO) 6,614 -1,278 $1,803
     VOO6,614-1,278$1,803
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 12,243 UNCH $1,386
     AGG12,243UNCH$1,386
VANGUARD GROWTH INDEX FUND (VUG) 7,035 -1,008 $1,170
     VUG7,035-1,008$1,170
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 22,481 -3,630 $1,161
     VXUS22,481-3,630$1,161
AT&T INC COM 27,979 -412 $1,059
     T27,979-412$1,059
ISHARES RUSSELL 2000 ETF (IWM) 6,816 -365 $1,032
     IWM6,816-365$1,032
VANGUARD REAL ESTATE ETF (VNQ) 10,767 -2,136 $1,004
     VNQ10,767-2,136$1,004
ISHARES RUSSELL 1000 ETF (IWB) 6,029 UNCH $992
     IWB6,029UNCH$992
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 10,243 UNCH $909
     VYM10,243UNCH$909
ISHARES RUSSELL 1000 VALUE ETF (IWD) 7,078 -606 $908
     IWD7,078-606$908
MICROSOFT CORP COM 6,277 +179 $873
     MSFT6,277+179$873
VERIZON COMMUNICATIONS INC COM 14,214 -1,341 $858
     VZ14,214-1,341$858
EXXON MOBIL CORP COM 11,442 -560 $808
     XOM11,442-560$808
AMAZON COM INC COM 450 +25 $781
     AMZN450+25$781
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 17,557 -2,174 $707
     VWO17,557-2,174$707
ISHARES RUSSELL MID CAP ETF (IWR) 12,334 UNCH $690
     IWR12,334UNCH$690
VANGUARD EXTENDED MARKET INDEX FUND (VXF) 5,885 -1,949 $685
     VXF5,885-1,949$685
ISHARES MSCI EAFE ETF (EFA) 8,972 -1,397 $585
     EFA8,972-1,397$585
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 5,645 -2,564 $574
     MINT5,645-2,564$574
GENERAL ELECTRIC CO COM 61,894 -5,978 $553
     GE61,894-5,978$553
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 8,200 UNCH $550
     ITOT8,200UNCH$550
JOHNSON & JOHNSON COM 4,221 -41 $546
     JNJ4,221-41$546
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 8,161 UNCH $523
     USMV8,161UNCH$523
UNITED PARCEL SERVICE INC CL B 4,234 UNCH $507
     UPS4,234UNCH$507
INTEL CORP COM 9,803 -312 $505
     INTC9,803-312$505
AMERICAN TOWER CORP NEW COM 2,176 +200 $481
     AMT2,176+200$481
SPDR S&P 500 ETF (SPY) 1,529 -287 $454
     SPY1,529-287$454
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 3,608 -394 $431
     VIG3,608-394$431
CHEVRON CORP NEW COM 3,464 +1 $411
     CVX3,464+1$411
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) 5,738 UNCH $411
     NOBL5,738UNCH$411
FACTSET RESH SYS INC COM 1,682 -424 $409
     FDS1,682-424$409
AMGEN INC COM 2,067 UNCH $400
     AMGN2,067UNCH$400

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 09/30/2019: $296,351
At 06/30/2019: $270,772

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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