Chief Operating Officer

0001934500-23-000008.txt : 20231113 0001934500-23-000008.hdr.sgml : 20231113 20231113120913 ACCESSION NUMBER: 0001934500-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231396890 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 09-30-2023 09-30-2023 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 11-13-2023 0 110 87265324 false INFORMATION TABLE 2 ccg13fq32023.xml SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7554757 106766 SH SOLE 0 0 106766 APPLE INC COM 037833100 4431962 25886 SH SOLE 0 0 25886 AMAZON COM INC COM 023135106 4256867 33487 SH SOLE 0 0 33487 ALPHABET INC CAP STK CL A 02079K305 2907293 22050 SH SOLE 0 0 22050 SPDR S&P 500 ETF TR TR UNIT 78462F103 2749707 6432 SH SOLE 0 0 6432 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2639264 7880 SH SOLE 0 0 7880 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2429898 37696 SH SOLE 0 0 37696 MICROSOFT CORP COM 594918104 2162099 6848 SH SOLE 0 0 6848 NVIDIA CORPORATION COM 67066G104 1713414 3939 SH SOLE 0 0 3939 VERIZON COMMUNICATIONS INC COM 92343V104 1467069 45266 SH SOLE 0 0 45266 AT&T INC COM 00206R102 1452410 96698 SH SOLE 0 0 96698 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1341999 3831 SH SOLE 0 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