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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002112134

Coastline Complete Wealth LLC

BLUFFTON, SC · File #028-26697

Latest AUM
$158.8M
Positions
50
Top-10 Concentration
67.0%
Filings
1

Sector Allocation

Financials
27.1%$43.0M
Technology
2.4%$3.9M
Healthcare
0.8%$1.3M
Energy
0.2%$278,467
Industrials
0.2%$274,851

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287309168,513$20.8M13.08%
2VANGUARD SPECIALIZED FUNDS92190884488,538$19.5M12.25%
3VANECK ETF TRUST92189F643128,435$13.3M8.38%
4INVESCO QQQ TRIVZ19,364$11.9M7.49%
5VANGUARD INDEX FDS92290862936,512$10.6M6.67%
6ISHARES TR46428780486,109$10.3M6.52%
7ISHARES TR4642872008,365$5.7M3.61%
8VANGUARD INDEX FDS92290873610,903$5.3M3.35%
9PROSHARES TR74348A46745,219$4.7M2.96%
10INVESCO EXCH TRD SLF IDX FDIVZ219,528$4.3M2.73%
11INVESCO EXCH TRD SLF IDX FDIVZ200,681$3.9M2.47%
12INVESCO EXCH TRD SLF IDX FDIVZ156,640$3.7M2.33%
13INVESCO EXCH TRD SLF IDX FDIVZ155,694$3.7M2.32%
14INVESCO EXCH TRD SLF IDX FDIVZ166,391$3.4M2.16%
15INVESCO EXCH TRD SLF IDX FDIVZ176,559$3.3M2.09%
16INVESCO EXCH TRD SLF IDX FDIVZ193,748$3.3M2.06%
17PLANET FITNESS INCPLNT27,046$2.8M1.77%
18AMAZON COM INCAMZN10,800$2.5M1.57%
19SCHWAB STRATEGIC TR80852420188,735$2.4M1.50%
20ALPHABET INCGOOG6,372$2.0M1.26%