Chief Operating Officer

0001934500-23-000004.txt : 20230511 0001934500-23-000004.hdr.sgml : 20230511 20230511164100 ACCESSION NUMBER: 0001934500-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Coastwise Capital Group, LLC CENTRAL INDEX KEY: 0001934500 IRS NUMBER: 000000000 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22636 FILM NUMBER: 23911743 BUSINESS ADDRESS: STREET 1: 7777 FAY AVENUE STREET 2: SUITE G5 CITY: LA JOLLA STATE: CA ZIP: 92037 BUSINESS PHONE: 858-454-6670 MAIL ADDRESS: STREET 1: 7777 FAY AVENUE STREET 2: SUITE G5 CITY: LA JOLLA STATE: CA ZIP: 92037 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001934500 XXXXXXXX 03-31-2023 03-31-2023 Coastwise Capital Group, LLC

7777 FAY AVENUE SUITE G5 LA JOLLA CA 92037

13F HOLDINGS REPORT 028-22636 000139564 801-126023 N Brad Saenz Chief Operating Officer (858) 454-6670 Brad Saenz La Jolla CA 05-11-2023 0 111 87492897 false INFORMATION TABLE 2 ccg13fq12023.xml APPLE INC COM 037833100 5854387 35503 SH SOLE 0 0 35503 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5496011 75123 SH SOLE 0 0 75123 AMAZON COM INC COM 023135106 3584783 34706 SH SOLE 0 0 34706 SPDR S&P 500 ETF TR TR UNIT 78462F103 3290499 8038 SH SOLE 0 0 8038 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 3167586 9523 SH SOLE 0 0 9523 ALPHABET INC CAP STK CL A 02079K305 2557464 24591 SH SOLE 0 0 24591 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2533368 38630 SH SOLE 0 0 38630 MICROSOFT CORP COM 594918104 2314007 8026 SH SOLE 0 0 8026 META PLATFORMS INC CL A 30303M102 1830526 8637 SH SOLE 0 0 8637 NVIDIA CORPORATION COM 67066G104 1730235 6229 SH SOLE 0 0 6229 SALESFORCE INC COM 79466L302 1648385 8251 SH SOLE 0 0 8251 AT&T INC COM 00206R102 1635701 84971 SH SOLE 0 0 84971 VERIZON 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