StockDriftsStockDriftsTop 50 Coastline Complete Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 13.46% | 101.0K | $21.7M | +14.04%(+12.43K) | $217.74(+9.59%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 8.69% | 34.4K | $14.0M | +1649.16%(+32.44K) | $71.16(+14.43%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 7.41% | 123.7K | $12.0M | -3.68%(-4.73K) | $101.33(+4.89%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 7.13% | 40.1K | $11.5M | +9.72%(+3.55K) | $72.92(+10.41%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.86% | 89.0K | $11.1M | +3.37%(+2.91K) | $119.59(+22.48%) | 2026-03-31 | |
| ONEQ | FIDELITY COMWLTH TR | 5.33% | 101.3K | $8.6M | new | $88.16(+15.32%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.18% | 59.6K | $6.7M | -64.65%(-108.94K) | $121.99(+11.00%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.4% | 8.4K | $5.5M | +0.35%(+29) | $677.09(+10.54%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 3.23% | 265.2K | $5.2M | +20.79%(+45.65K) | $19.72(-0.47%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.21% | 253.2K | $5.2M | +52.19%(+86.84K) | $20.56(-0.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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