Chief Operating Officer

0001934500-23-000006.txt : 20230810 0001934500-23-000006.hdr.sgml : 20230810 20230810123112 ACCESSION NUMBER: 0001934500-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 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: 231158144 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 06-30-2023 06-30-2023 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 08-10-2023 0 110 88368749 false INFORMATION TABLE 2 ccg13fq22023.xml SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7215925 99366 SH SOLE 0 0 99366 APPLE INC COM 037833100 5766570 29729 SH SOLE 0 0 29729 AMAZON COM INC COM 023135106 4375794 33567 SH SOLE 0 0 33567 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2803565 8153 SH SOLE 0 0 8153 SPDR S&P 500 ETF TR TR UNIT 78462F103 2692150 6073 SH SOLE 0 0 6073 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2567852 38275 SH SOLE 0 0 38275 ALPHABET INC CAP STK CL A 02079K305 2542185 21015 SH SOLE 0 0 21015 META PLATFORMS INC CL A 30303M102 2193962 7645 SH SOLE 0 0 7645 MICROSOFT CORP COM 594918104 2067672 6072 SH SOLE 0 0 6072 NVIDIA CORPORATION COM 67066G104 1962351 4639 SH SOLE 0 0 4639 VERIZON COMMUNICATIONS INC COM 92343V104 1580967 42511 SH SOLE 0 0 42511 AT&T INC COM 00206R102 1500981 94105 SH SOLE 0 0 94105 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