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Silver Coast Investments LLC

Portfolio Manager
Silver Coast Investments LLC
Performance
+0.81% (2026 Q1)
AUM (13F)
$313.36M
# of Holdings
119
Performance Rank
Allocation (Top 20)
76.36%

Silver Coast Investments LLC Holdings Map

Top 50 Silver Coast Investments LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IQLT
ISHARES TR
13.07%885.9K$41.0M
+2.34%(+20.25K)
2025-Q1: 840.4K shares2025-Q2: 844.9K shares2025-Q3: 863.6K shares2025-Q4: 865.7K shares2026-Q1: 885.9K shares
$36.55(+35.09%)
2026-03-31
DGRO
ISHARES TR
10.07%449.7K$31.6M
+3.80%(+16.44K)
2025-Q1: 453.4K shares2025-Q2: 438.0K shares2025-Q3: 429.2K shares2025-Q4: 433.2K shares2026-Q1: 449.7K shares
$52.79(+38.60%)
2026-03-31
VBR
VANGUARD INDEX FDS
7.49%108.0K$23.5M
+3.15%(+3.29K)
2025-Q1: 67.9K shares2025-Q2: 117.8K shares2025-Q3: 114.5K shares2025-Q4: 104.7K shares2026-Q1: 108.0K shares
$181.85(+26.49%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
5.96%241.9K$18.7M
+4.43%(+10.27K)
2025-Q1: 218.2K shares2025-Q2: 219.7K shares2025-Q3: 225.2K shares2025-Q4: 231.7K shares2026-Q1: 241.9K shares
$74.95(+2.22%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
5.27%538.0K$16.5M
-6.16%(-35.31K)
2025-Q1: 1.04M shares2025-Q2: 954.1K shares2025-Q3: 824.3K shares2025-Q4: 573.3K shares2026-Q1: 538.0K shares
$24.67(+28.72%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
4.61%267.4K$14.5M
-22.89%(-79.39K)
2025-Q1: 360.3K shares2025-Q2: 355.0K shares2025-Q3: 340.5K shares2025-Q4: 346.8K shares2026-Q1: 267.4K shares
$40.57(+47.73%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
4.37%285.2K$13.7M
+4.81%(+13.09K)
2025-Q1: 244.9K shares2025-Q2: 245.8K shares2025-Q3: 259.9K shares2025-Q4: 272.1K shares2026-Q1: 285.2K shares
$48.71(-1.65%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
3.49%410.4K$10.9M
+3.73%(+14.77K)
2025-Q1: 0 shares2025-Q2: 369.2K shares2025-Q3: 378.0K shares2025-Q4: 395.6K shares2026-Q1: 410.4K shares
$26.72(+0.24%)
2026-03-31
AGG
ISHARES TR
2.96%93.5K$9.3M
+3.77%(+3.40K)
2025-Q1: 169.5K shares2025-Q2: 86.3K shares2025-Q3: 88.4K shares2025-Q4: 90.1K shares2026-Q1: 93.5K shares
$97.08(+1.64%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
2.96%111.9K$9.3M
+4.40%(+4.72K)
2025-Q1: 0 shares2025-Q2: 102.3K shares2025-Q3: 103.8K shares2025-Q4: 107.2K shares2026-Q1: 111.9K shares
$82.40(+0.19%)
2026-03-31

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