SC

Silver Coast Investments LLC

13F
Silver Coast Investments LLC
Last update 2024-10-28 99 Stocks (11 new)
Value $272.00 Mil Turnover 13 %
Countries:
Top Holdings: SCHD(12.87%)IQLT(12.68%)DGRO(12.26%)AGG(6.41%)VWO(6.35%)
Portfolio Report
Summary Stock Picks Current Portfolio
Silver Coast Investments LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD 		Schwab US Dividend Equity ETF
1,240,455
34951.890
+205.66%
12.870
+8.66%
0.020
+7.79%
+11.82%
63886.218
 
IQLT 		iShares MSCI Intl Quality Factor ETF
829,788
34427.910
+5.10%
12.680
+0.61%
0.410
+5.49%
+4.95%
8048.632
 
DGRO 		iShares Core Dividend Growth ETF
531,137
33296.980
+0.69%
12.260
+0.08%
0.110
+7.90%
+15.96%
30270.044
 
AGG 		iShares Core U.S. Aggregate Bond ETF
171,869
17405.170
+3.11%
6.410
+0.19%
0.010
-1.89%
-0.90%
118578.481
 
VWO 		Vanguard FTSE Emerging Markets ETF
360,527
17251.210
+2.40%
6.350
+0.15%
0.020
+13.15%
+15.35%
79711.430
 
BIV 		Vanguard Intermediate-Term Bond ETF
220,110
17249.990
+5.05%
6.350
+0.31%
0.090
-2.22%
-0.77%
18819.187
 
VBR 		Vanguard Small Cap Value ETF
81,727
16409.240
+1.84%
6.040
+0.11%
0.060
+10.76%
+12.48%
30560.084
 
BNDX 		Vanguard Total International Bond ETF
246,488
12393.430
+5.96%
4.560
+0.26%
0.020
-0.20%
+0.85%
58422.944
 
TIP 		iShares TIPS Bond ETF
90,275
9972.680
+5.48%
3.670
+0.19%
0.050
-0.86%
+0.51%
17999.844
 
CALF 		Pacer US Small Cap Cash Cows 100 ETF
165,485
7698.360
+6.41%
2.840
+0.17%
0.080
+3.88%
-5.25%
8799.359
 

Silver Coast Investments LLC's Historical Top Holdings Breakdowns

Silver Coast Investments LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+8.66%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 205.66%
1,240,455
278,209
IQLT 		iShares MSCI Intl Quality Factor ETF2024-09-30Add
+0.61%
●
37.37 ($39.83) 41.82
$39.42
-1.03%
Add 5.1%
829,788
40,237
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.31%
●
74.26 ($77.1) 78.84
$75.79
-1.70%
Add 5.05%
220,110
10,590
BNDX 		Vanguard Total International Bond ETF2024-09-30Add
+0.26%
●
48.42 ($49.65) 50.35
$49.79
0.28%
Add 5.96%
246,488
13,858
TBIL 		US Treasury 3 Month Bill ETF2024-09-30Add
+0.22%
●
49.81 ($49.93) 50.04
$49.87
-0.12%
Add 35.92%
46,249
12,223
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.19%
●
96.25 ($99.77) 101.98
$98.36
-1.41%
Add 3.11%
171,869
5,179
TIP 		iShares TIPS Bond ETF2024-09-30Add
+0.19%
●
105.92 ($108.65) 110.83
$108.04
-0.56%
Add 5.48%
90,275
4,693
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30Reduce
-0.18%
●
82.97 ($92.08) 98.97
$95.38
3.58%
Reduce -6.7%
74,215
-5,327
CALF 		Pacer US Small Cap Cash Cows 100 ETF2024-09-30Add
+0.17%
●
42.22 ($45.16) 48.62
$45.51
0.78%
Add 6.41%
165,485
9,967
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Add
+0.15%
●
41.9 ($44.52) 48.26
$47.41
6.49%
Add 2.4%
360,527
8,447

Silver Coast Investments LLC Total Holding History ($B)

To

Silver Coast Investments LLC's Asset Allocation

To

Silver Coast Investments LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Silver Coast Investments LLC's Hypothetical Growth since 2024-09-30

Silver Coast Investments LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Silver Coast Investments LLC's Holdings Heat Map

Size field:

Silver Coast Investments LLC's Holdings Bubble Chart

Silver Coast Investments LLC News

  • 1

Discussions on Silver Coast Investments LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.