$665 Million is the total value of Coastline Trust Co's 526 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 24.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWOB | Buy | VANGUARD EMERGING MARKETSother | $10,460,000 | +1.8% | 130,302 | +2.9% | 1.57% | -12.2% |
| CMCSA | Buy | COMCAST CORP-CL A | $9,808,000 | +12.9% | 244,888 | +8.5% | 1.48% | -2.5% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BONDother | $9,298,000 | +0.0% | 117,250 | +1.1% | 1.40% | -13.7% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETother | $8,912,000 | +6.2% | 198,681 | +2.8% | 1.34% | -8.4% |
| VRP | Buy | POWERSHARES VARIABLE RATE PRother | $8,638,000 | +5.2% | 336,610 | +6.8% | 1.30% | -9.2% |
| AAPL | Buy | APPLE INC | $8,594,000 | +32.8% | 50,779 | +20.9% | 1.29% | +14.6% |
| MSFT | Buy | MICROSOFT CORP | $8,485,000 | +16.6% | 99,183 | +1.5% | 1.28% | +0.6% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETSother | $8,238,000 | +62.8% | 179,440 | +54.5% | 1.24% | +40.5% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETother | $7,510,000 | +7.6% | 54,717 | +1.6% | 1.13% | -7.1% |
| ADBE | Buy | ADOBE SYS INC | $7,465,000 | +49.7% | 42,600 | +27.4% | 1.12% | +29.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,271,000 | +11.3% | 52,041 | +3.6% | 1.09% | -4.0% |
| GOOGL | Buy | ALPHABET INC CL A | $6,844,000 | +34.3% | 6,497 | +24.2% | 1.03% | +15.9% |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX-USother | $6,810,000 | +5.2% | 124,468 | +1.3% | 1.02% | -9.2% |
| AMZN | Buy | AMAZON COM INC | $6,677,000 | +79.4% | 5,710 | +47.5% | 1.00% | +54.9% |
| EFA | Buy | ISHARES MSCI EAFE ETFother | $6,653,000 | +579.6% | 94,623 | +561.6% | 1.00% | +485.4% |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFother | $6,154,000 | +2170.8% | 32,427 | +2040.4% | 0.93% | +1870.2% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM Bother | $6,053,000 | -0.4% | 72,195 | +0.6% | 0.91% | -14.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $5,955,000 | +32.6% | 27,015 | +17.8% | 0.90% | +14.4% |
| TD | Buy | TORONTO DOMINION BK ONTother | $5,681,000 | +5.2% | 96,975 | +1.1% | 0.86% | -9.1% |
| PG | Buy | PROCTER & GAMBLE CO | $5,532,000 | +13.6% | 60,212 | +12.5% | 0.83% | -2.0% |
| HYS | Buy | PIMCO 0-5 YEAR H/Y CORP BD INDother | $5,318,000 | +7.2% | 52,935 | +8.3% | 0.80% | -7.5% |
| PEP | Buy | PEPSICO INC COM | $5,239,000 | +32.8% | 43,686 | +23.4% | 0.79% | +14.5% |
| VLO | Buy | VALERO ENERGY CORPORATION | $5,051,000 | +47.5% | 54,950 | +23.5% | 0.76% | +27.3% |
| DWDP | Buy | DOWDUPONT INC | $4,893,000 | +9.5% | 68,700 | +6.4% | 0.74% | -5.5% |
| YUM | Buy | YUM! BRANDS INC | $4,876,000 | +23.9% | 59,749 | +11.7% | 0.73% | +7.0% |
| ITW | Buy | ILLINOIS TOOL WORKS | $4,788,000 | +22.4% | 28,698 | +8.5% | 0.72% | +5.6% |
| CSCO | Buy | CISCO SYSTEMS INC | $4,503,000 | +14.9% | 117,582 | +0.9% | 0.68% | -0.9% |
| FB | Buy | FACEBOOK INC-A | $4,475,000 | +64.2% | 25,355 | +59.0% | 0.67% | +41.7% |
| NKE | Buy | NIKE INC CLASS B | $4,450,000 | +20.9% | 71,155 | +0.3% | 0.67% | +4.2% |
| PGX | Buy | POWERSHARES PREFERRED PORTother | $4,321,000 | +4.1% | 290,780 | +5.3% | 0.65% | -10.2% |
| PFE | Buy | PFIZER INC | $4,307,000 | +3.7% | 118,910 | +2.2% | 0.65% | -10.6% |
| USB | Buy | US BANCORP | $4,288,000 | +0.2% | 80,033 | +0.3% | 0.64% | -13.5% |
| T | Buy | AT & T INC | $4,164,000 | +3.2% | 107,094 | +3.9% | 0.63% | -11.1% |
| IJR | Buy | ISHARES CORE S&P SMALL-CAP ETFother | $3,998,000 | +601.4% | 52,052 | +578.3% | 0.60% | +507.1% |
| WFC | Buy | WELLS FARGO & CO | $3,984,000 | +11.9% | 65,667 | +1.8% | 0.60% | -3.5% |
| ORCL | Buy | ORACLE CORPORATION COM | $3,942,000 | -0.8% | 83,374 | +1.5% | 0.59% | -14.4% |
| CVX | Buy | CHEVRON CORPORATION | $3,899,000 | +18.0% | 31,144 | +10.8% | 0.59% | +1.9% |
| MRK | Buy | MERCK & CO INC | $3,881,000 | +0.1% | 68,964 | +13.8% | 0.58% | -13.6% |
| BDX | Buy | BECTON DICKINSON & CO | $3,864,000 | +9.4% | 18,049 | +0.1% | 0.58% | -5.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC-CL B | $3,720,000 | +8.7% | 18,766 | +0.5% | 0.56% | -6.2% |
| VBR | Buy | VANGUARD SMALL CAP VALUE ETFother | $3,575,000 | +9.0% | 26,925 | +4.9% | 0.54% | -5.9% |
| VXF | Buy | VANGUARD EXTENDED MARKET ETFother | $3,567,000 | +8.2% | 31,931 | +3.7% | 0.54% | -6.6% |
| MCD | Buy | MCDONALDS CORP COM | $3,437,000 | +10.8% | 19,968 | +0.8% | 0.52% | -4.4% |
| ETN | Buy | EATON CORP PLCother | $3,428,000 | +26.5% | 43,385 | +22.9% | 0.52% | +9.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR SPONS ADR | $3,370,000 | +14.1% | 84,995 | +8.1% | 0.51% | -1.6% |
| XOM | Buy | EXXONMOBIL CORP | $3,348,000 | +22.3% | 40,028 | +19.9% | 0.50% | +5.7% |
| HON | Buy | HONEYWELL INTERNATIONAL INC | $3,192,000 | +78.0% | 20,815 | +64.5% | 0.48% | +53.4% |
| DLS | Buy | WISDOMTREE INTL S/C DVD FUNDother | $3,108,000 | +6.1% | 40,464 | +2.2% | 0.47% | -8.4% |
| VNQ | Buy | VANGUARD REIT ETFother | $3,074,000 | +5.5% | 37,052 | +5.7% | 0.46% | -9.1% |
| STZ | Buy | CONSTELLATION BRANDS INC | $3,068,000 | +38.8% | 13,420 | +21.1% | 0.46% | +20.0% |
| EEM | Buy | ISHARES MSCI EMERGING MKT ETFother | $3,031,000 | +791.5% | 64,320 | +746.9% | 0.46% | +672.9% |
| EA | Buy | ELECTRONIC ARTS INC | $2,890,000 | +5.4% | 27,505 | +18.4% | 0.44% | -9.0% |
| VTIP | Buy | VANGUARD SHORT-TERM TIPSother | $2,894,000 | +6.6% | 59,266 | +7.9% | 0.44% | -8.2% |
| SJNK | Buy | SPDR BLOOMBERG BARCLAYS S/T BDother | $2,750,000 | +2.5% | 99,785 | +4.0% | 0.41% | -11.5% |
| SDY | Buy | SPDR S&P DIVIDEND ETFother | $2,712,000 | +7.7% | 28,708 | +4.2% | 0.41% | -7.1% |
| MMM | Buy | 3M CO | $2,658,000 | +33.2% | 11,295 | +18.8% | 0.40% | +14.9% |
| DIS | Buy | WALT DISNEY COMPANY | $2,616,000 | +22.1% | 24,335 | +12.0% | 0.39% | +5.3% |
| GPN | Buy | GLOBAL PMTS INC | $2,621,000 | +5.6% | 26,150 | +0.1% | 0.39% | -9.0% |
| BAC | Buy | BANK OF AMERICA CORP | $2,571,000 | +112.0% | 87,072 | +81.8% | 0.39% | +82.5% |
| BMS | Buy | BEMIS CO | $2,552,000 | +5.3% | 53,405 | +0.4% | 0.38% | -9.2% |
| AMGN | Buy | AMGEN INC | $2,476,000 | -0.5% | 14,240 | +6.7% | 0.37% | -14.3% |
| JPM | Buy | JP MORGAN CHASE & CO | $2,447,000 | +32.5% | 22,879 | +18.3% | 0.37% | +14.3% |
| OMC | Buy | OMNICOM GROUP INC | $2,373,000 | -1.4% | 32,595 | +0.4% | 0.36% | -15.0% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRUSTother | $2,367,000 | +6.1% | 6,854 | +0.3% | 0.36% | -8.5% |
| BBT | Buy | BB&T CORP | $2,329,000 | +6.2% | 46,840 | +0.2% | 0.35% | -8.6% |
| RTN | Buy | RAYTHEON COMPANY | $2,307,000 | +0.8% | 12,280 | +0.1% | 0.35% | -13.0% |
| WYND | Buy | WYNDHAM WORL-W/I | $2,281,000 | +11.8% | 19,690 | +1.8% | 0.34% | -3.7% |
| BSV | Buy | VANGUARD SHORT TERM BOND ETFother | $2,271,000 | +1.0% | 28,710 | +1.9% | 0.34% | -12.8% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONALother | $2,177,000 | +15.4% | 40,042 | +15.8% | 0.33% | -0.3% |
| NVDA | Buy | NVIDIA CORP | $2,089,000 | +139.8% | 10,795 | +121.7% | 0.31% | +106.6% |
| WHR | Buy | WHIRLPOOL CORPORATION COM | $2,059,000 | -5.1% | 12,210 | +3.8% | 0.31% | -18.0% |
| COST | Buy | COSTCO WHOLESALE CORP NEW | $1,942,000 | +162.8% | 10,435 | +131.9% | 0.29% | +126.4% |
| GLW | Buy | CORNING INC | $1,921,000 | +24.7% | 60,050 | +16.6% | 0.29% | +7.4% |
| V | Buy | VISA INC-CLASS A | $1,902,000 | +47.2% | 16,680 | +35.8% | 0.29% | +27.1% |
| MA | Buy | MASTERCARD INC-A | $1,894,000 | +12.1% | 12,515 | +4.6% | 0.28% | -3.4% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $1,891,000 | +19.5% | 30,870 | +24.3% | 0.28% | +2.9% |
| TLK | Buy | TELEKOMUNIKASI INDONESIA ADR | $1,883,000 | +0.6% | 58,445 | +7.1% | 0.28% | -13.2% |
| IWB | Buy | ISHARES RUSSELL 1000 ETFother | $1,869,000 | +7.1% | 12,582 | +0.9% | 0.28% | -7.6% |
| CAT | Buy | CATERPILLAR INC DEL | $1,854,000 | +30.6% | 11,760 | +3.3% | 0.28% | +12.5% |
| SRE | Buy | SEMPRA ENERGY | $1,776,000 | -5.1% | 16,610 | +1.3% | 0.27% | -18.1% |
| VIOO | Buy | VANGUARD S&P SMALL-CAP 600 ETFother | $1,739,000 | +13.5% | 12,480 | +10.5% | 0.26% | -1.9% |
| PM | Buy | PHILIP MORRIS INTERNATIONAL | $1,722,000 | +37.6% | 16,300 | +44.6% | 0.26% | +18.8% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $1,717,000 | +16.6% | 17,440 | +10.9% | 0.26% | +0.4% |
| CSX | Buy | CSX CORPORATION | $1,689,000 | +23.5% | 30,710 | +21.8% | 0.25% | +6.3% |
| A | Buy | AGILENT TECHNOLOGIES INC | $1,654,000 | +150.6% | 24,695 | +140.2% | 0.25% | +116.5% |
| FRA | Buy | BLACKROCK FLOAT RT INCOME STother | $1,590,000 | +3.8% | 115,290 | +8.1% | 0.24% | -10.5% |
| SCZ | New | ISHARES MSCI EAFE SMALL CAP ETother | $1,587,000 | – | 24,600 | +100.0% | 0.24% | – |
| RMD | Buy | RESMED INC | $1,525,000 | +35.6% | 18,005 | +23.2% | 0.23% | +16.8% |
| ABT | Buy | ABBOTT LABS INC | $1,509,000 | +30.3% | 26,437 | +21.9% | 0.23% | +12.4% |
| IVOO | Buy | VANGUARD S&P MID CAP 400 ETFother | $1,509,000 | +10.1% | 11,795 | +4.0% | 0.23% | -5.0% |
| HD | New | HOME DEPOT INC COM | $1,458,000 | – | 7,696 | +100.0% | 0.22% | – |
| AVGO | New | BROADCOM LTDother | $1,413,000 | – | 5,500 | +100.0% | 0.21% | – |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDRother | $1,414,000 | +8.8% | 50,690 | +0.8% | 0.21% | -6.2% |
| HAL | Buy | HALLIBURTON CO COM | $1,409,000 | +71.4% | 28,839 | +61.7% | 0.21% | +48.3% |
| QCOM | Buy | QUALCOMM INC COM | $1,400,000 | +27.3% | 21,870 | +3.1% | 0.21% | +9.9% |
| DEM | Buy | WISDOMTREE EMERGING MARKETSother | $1,391,000 | +14.1% | 30,680 | +8.2% | 0.21% | -1.9% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFother | $1,297,000 | +18.3% | 10,432 | +12.8% | 0.20% | +2.1% |
| DWX | Buy | SPDR S&P INTER DVD ETFother | $1,226,000 | +4.3% | 29,745 | +2.2% | 0.18% | -10.2% |
| LLY | Buy | ELI LILLY & CO | $1,225,000 | +26.4% | 14,502 | +28.0% | 0.18% | +8.9% |
| DE | Buy | DEERE & CO. | $1,205,000 | +73.1% | 7,700 | +39.0% | 0.18% | +49.6% |
| DVA | Buy | DAVITA INC | $1,165,000 | +29.3% | 16,120 | +6.3% | 0.18% | +11.5% |
| CTXS | Buy | CITRIX SYS INC | $1,151,000 | +80.1% | 13,075 | +57.2% | 0.17% | +55.9% |
| VGK | Buy | VANGUARD EUROPEAN ETFother | $1,120,000 | +22.8% | 18,935 | +21.1% | 0.17% | +5.7% |
| IR | New | INGERSOLL-RAND PLCother | $1,120,000 | – | 12,560 | +100.0% | 0.17% | – |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $1,084,000 | +127.7% | 19,255 | +124.0% | 0.16% | +96.4% |
| IVZ | New | INVESCO LIMITEDother | $1,053,000 | – | 28,820 | +100.0% | 0.16% | – |
| LOW | Buy | LOWES COS INC | $1,031,000 | +21.9% | 11,090 | +4.8% | 0.16% | +4.7% |
| VXUS | Buy | VANGUARD TOTAL INTL STOCK ETother | $1,018,000 | +3.9% | 17,927 | +0.2% | 0.15% | -10.5% |
| JNK | New | SPDR BLOOMBERG BARCLAYS HIGH Yother | $1,001,000 | – | 27,270 | +100.0% | 0.15% | – |
| CRM | New | SALESFORCE.COM | $976,000 | – | 9,550 | +100.0% | 0.15% | – |
| CE | New | CELANESE CORP-A | $964,000 | – | 9,000 | +100.0% | 0.14% | – |
| MDT | Buy | MEDTRONIC PLCother | $952,000 | +7.2% | 11,785 | +3.3% | 0.14% | -7.7% |
| RPM | Buy | RPM INTERNATIONAL INC | $934,000 | +6.1% | 17,800 | +3.9% | 0.14% | -7.8% |
| BA | Buy | BOEING CO | $920,000 | +23.5% | 3,120 | +6.5% | 0.14% | +6.2% |
| GOOG | Buy | ALPHABET INC CL C | $897,000 | +211.5% | 857 | +184.7% | 0.14% | +170.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $861,000 | +12.1% | 5,400 | +6.1% | 0.13% | -3.0% |
| IBB | Buy | ISHARES NASDAQ BIOTECH ETFother | $847,000 | -4.0% | 7,935 | +200.0% | 0.13% | -17.5% |
| DGS | Buy | WISDOMTREE EMERGING MKTS S/C Dother | $824,000 | +17.5% | 15,800 | +10.5% | 0.12% | +1.6% |
| MU | New | MICRON TECHNOLOGY INC COM | $822,000 | – | 20,000 | +100.0% | 0.12% | – |
| SCHW | New | CHARLES SCHWAB CORP | $812,000 | – | 15,800 | +100.0% | 0.12% | – |
| GILD | Buy | GILEAD SCIENCES INC | $797,000 | +9.5% | 11,125 | +23.8% | 0.12% | -5.5% |
| BFB | Buy | BROWN FORMAN CL B | $800,000 | +111.6% | 11,650 | +67.4% | 0.12% | +81.8% |
| VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFother | $782,000 | +6.8% | 15,130 | +6.9% | 0.12% | -7.8% |
| SBUX | Buy | STARBUCKS CORP | $785,000 | +57.6% | 13,675 | +47.6% | 0.12% | +35.6% |
| ICE | New | INTERCONTINENTAL EXCHANGE INC | $776,000 | – | 11,000 | +100.0% | 0.12% | – |
| ARW | Buy | ARROW ELECTRONICS INC | $771,000 | +9.8% | 9,590 | +9.9% | 0.12% | -4.9% |
| SHYG | New | ISHARES 0-5 YR HY CORP BONDother | $728,000 | – | 15,440 | +100.0% | 0.11% | – |
| ALLY | New | ALLY FINANCIAL INC | $656,000 | – | 22,500 | +100.0% | 0.10% | – |
| XT | Buy | ISHARES EXPONENTIAL TECH ETFother | $638,000 | +14.1% | 17,990 | +10.5% | 0.10% | -1.0% |
| WYNN | Buy | WYNN RESORTS LTD | $634,000 | +69.1% | 3,760 | +49.2% | 0.10% | +46.2% |
| EMB | Buy | ISHARES JP MORGAN EM BOND ETFother | $610,000 | +1.3% | 5,250 | +1.5% | 0.09% | -12.4% |
| AMT | New | AMERICAN TOWER CORP REITother | $544,000 | – | 3,815 | +100.0% | 0.08% | – |
| PNC | Buy | PNC FINANCIAL SERVICES GROUP | $537,000 | +17.5% | 3,720 | +9.6% | 0.08% | +1.2% |
| VYM | Buy | VANGUARD HIGH DVD YIELD ETFother | $497,000 | +41.2% | 5,805 | +33.6% | 0.08% | +23.0% |
| PRU | Buy | PRUDENTIAL FINL INC | $486,000 | +18.8% | 4,234 | +9.9% | 0.07% | +2.8% |
| EXC | New | EXELON CORP | $460,000 | – | 11,654 | +100.0% | 0.07% | – |
| AGN | New | ALLERGAN PLCother | $447,000 | – | 2,733 | +100.0% | 0.07% | – |
| MNST | New | MONSTER BEVERAGE CORP | $418,000 | – | 6,600 | +100.0% | 0.06% | – |
| VOYA | New | VOYA FINANCIAL, INC. | $399,000 | – | 8,075 | +100.0% | 0.06% | – |
| BHP | Buy | BHP BILLITON LTD ADR | $400,000 | +17.3% | 8,690 | +3.3% | 0.06% | +1.7% |
| DNKN | Buy | DUNKIN' BRANDS GROUP INC | $387,000 | +30.3% | 6,005 | +7.4% | 0.06% | +11.5% |
| MDLZ | New | MONDELEZ INTERNATIONAL INC | $384,000 | – | 8,969 | +100.0% | 0.06% | – |
| MTD | Buy | METTLER-TOLEDO INTL INC COM | $387,000 | +7.5% | 625 | +8.7% | 0.06% | -7.9% |
| PGR | Buy | PROGRESSIVE CORP OHIO COM | $356,000 | +31.4% | 6,320 | +12.9% | 0.05% | +14.9% |
| JHMM | New | JOHN HANCOCK MULTI FACT MIDother | $349,000 | – | 10,240 | +100.0% | 0.05% | – |
| NUE | New | NUCOR CORP | $350,000 | – | 5,500 | +100.0% | 0.05% | – |
| SYF | New | SYNCHRONY FINANCIAL | $347,000 | – | 9,000 | +100.0% | 0.05% | – |
| RIO | Buy | RIO TINTO PLC SPNSD ADR | $330,000 | +20.0% | 6,240 | +7.0% | 0.05% | +4.2% |
| SIVB | New | SVB FINANCIAL GROUP | $316,000 | – | 1,350 | +100.0% | 0.05% | – |
| INTU | Buy | INTUIT | $319,000 | +53.4% | 2,020 | +38.4% | 0.05% | +33.3% |
| FOXA | New | TWENTY-FIRST CENTURY FOX INC C | $311,000 | – | 9,000 | +100.0% | 0.05% | – |
| MSI | New | MOTOROLA SOLUTIONS, INC | $313,000 | – | 3,465 | +100.0% | 0.05% | – |
| CELG | New | CELGENE CORP | $294,000 | – | 2,820 | +100.0% | 0.04% | – |
| VYMI | Buy | VANGUARD INT HIGH DVD YLD INother | $290,000 | +3.2% | 4,325 | +1.2% | 0.04% | -10.2% |
| TMUS | New | T-MOBILE US INC | $286,000 | – | 4,500 | +100.0% | 0.04% | – |
| LRCX | New | LAM RESEARCH CORP | $265,000 | – | 1,440 | +100.0% | 0.04% | – |
| AET | New | AETNA INC | $226,000 | – | 1,255 | +100.0% | 0.03% | – |
| ANDV | New | ANDEAVOR | $217,000 | – | 1,900 | +100.0% | 0.03% | – |
| TXN | New | TEXAS INSTRUMENTS COM | $207,000 | – | 1,980 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 4.6% |
| APPLE INC | 42 | Q3 2023 | 4.7% |
| VANGUARD TOTAL STOCK MARKET ET | 42 | Q3 2023 | 2.0% |
| AUTOMATIC DATA PROCESSING INC | 42 | Q3 2023 | 2.0% |
| VANGUARD SHORT TERM CORP BOND | 42 | Q3 2023 | 2.4% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 1.9% |
| COMCAST CORP-CL A | 42 | Q3 2023 | 1.8% |
| VANGUARD FTSE EMERGING MARKETS | 42 | Q3 2023 | 1.7% |
| VANGUARD FTSE DEVELOPED MARKET | 42 | Q3 2023 | 1.5% |
| ISHARES BARCLAYS TIPS BOND FUN | 42 | Q3 2023 | 2.0% |
View Coastline Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-07 |
| 13F-HR/A | 2023-05-31 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-04 |
View Coastline Trust Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.