Coastline Complete Wealth LLC
- SEC CIK
- 0002112134
- 最新申報
- 2026/5/22
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/24 申報。只含多頭部位。
- 持股檔數
- 50
- 2025 年第 3 季沒有申報
- 總值
- $1.59 億
- 2025 年第 3 季沒有申報
Coastline Complete Wealth LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 168,513 | $2,077 萬 | 13.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 88,538 | $1,946 萬 | 12.3% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 128,435 | $1,330 萬 | 8.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,364 | $1,190 萬 | 7.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 36,512 | $1,060 萬 | 6.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 86,109 | $1,035 萬 | 6.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,365 | $573.0 萬 | 3.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,903 | $531.9 萬 | 3.3% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 45,219 | $470.6 萬 | 3.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 219,528 | $433.3 萬 | 2.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 200,681 | $392.8 萬 | 2.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 156,640 | $370.4 萬 | 2.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 155,694 | $368.5 萬 | 2.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 166,391 | $342.8 萬 | 2.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 176,559 | $332.5 萬 | 2.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 193,748 | $327.8 萬 | 2.1% | – | – | – |
| PLNTPlanet Fitness, Inc. | CL A | 27,046 | $281.5 萬 | 1.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,800 | $249.3 萬 | 1.6% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 88,735 | $238.8 萬 | 1.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 6,372 | $199.4 萬 | 1.3% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 71,555 | $168.2 萬 | 1.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 68,900 | $159.5 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,134 | $151.5 萬 | 1.0% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 46,763 | $140.6 萬 | 0.9% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 62,641 | $138.0 萬 | 0.9% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 38,820 | $110.6 萬 | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 979 | $105.2 萬 | 0.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,080 | $104.6 萬 | 0.7% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,988 | $100.3 萬 | 0.6% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,901 | $99.3 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,190 | $96.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,967 | $87.5 萬 | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,320 | $72.8 萬 | 0.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 2,515 | $68.4 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 14,269 | $63.4 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,600 | $63.4 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,982 | $51.1 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,338 | $35.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,046 | $35.1 萬 | 0.2% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 7,013 | $34.8 萬 | 0.2% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 273 | $33.2 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 18,402 | $30.7 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,314 | $27.8 萬 | 0.2% | – | – | 歷史 |
| SNDRSchneider National, Inc. | CL B | 10,360 | $27.5 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 12,128 | $25.6 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 848 | $25.1 萬 | 0.2% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 834 | $24.1 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,073 | $22.2 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,303 | $21.6 萬 | 0.1% | – | – | 歷史 |
| CCOClear Channel Outdoor Holdings, Inc. | COM | 25,000 | $5.53 萬 | <0.1% | – | – | 歷史 |