Sponsored

The Analysis of Silver Coast Investments LLC's Holdings & P&L

Currently, Silver Coast Investments LLC holds 119 types of securities in its portfolio with a total value $313.4M. In the most recent quarter, they have increased their positions in FNDE (+128.7K shares, valued at $4.9M), VT (+30.3K shares, valued at $4.2M), BND (+25.8K shares, valued at $1.9M); decreased their positions in VWO (-79.4K shares, valued at $4.3M), SCHD (-35.3K shares, valued at $1.1M), VDE (-4.2K shares, valued at $734.0K); initiated new positions in FNDE (+128.7K shares, valued at $4.9M), BND (+25.8K shares, valued at $1.9M), VXUS (+10.6K shares, valued at $815.0K).

1M P&L

+6.0M+1.91%

3M P&L

-9.3M-2.80%

HY P&L

+12.0M+3.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A278.1M

90.4%

2Drug Manufacturers - General2.0M

0.7%

3Software - Infrastructure1.9M

0.6%

Top Industries by Stock Count

1N/A45 stocks

40.9%

2Drug Manufacturers - General4 stocks

3.6%

3Semiconductors4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IQLT ISHARES TR885.9K shares2.34%2026-03-312026-04-23

DGRO ISHARES TR449.7K shares3.80%2026-03-312026-04-23

VBR VANGUARD INDEX FDS108.0K shares3.15%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS241.9K shares4.43%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR538.0K shares-6.16%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F267.4K shares-22.89%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS285.2K shares4.81%2026-03-312026-04-23

SCHP SCHWAB STRATEGIC TR410.4K shares3.73%2026-03-312026-04-23

Sponsored

AGG ISHARES TR93.5K shares3.77%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS111.9K shares4.40%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS88.3K shares8.96%2026-03-312026-04-23

IGV ISHARES TR79.9K shares36.88%2026-03-312026-04-23

PFXF VANECK ETF TRUST303.8K shares3.51%2026-03-312026-04-23

FNDE SCHWAB STRATEGIC TR128.7K sharesnew addition2026-03-312026-04-23

XMHQ INVESCO EXCHANGE TRADED FD T46.9K shares5.14%2026-03-312026-04-23

VFH VANGUARD WORLD FD38.8K shares11.15%2026-03-312026-04-23

Sponsored

VT VANGUARD INTL EQUITY INDEX F33.7K shares905.79%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR86.4K shares2.52%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS61.4K shares-4.17%2026-03-312026-04-23

VDC VANGUARD WORLD FD17.4K shares3.00%2026-03-312026-04-23

VDE VANGUARD WORLD FD22.5K shares-15.83%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR26.6K shares8.06%2026-03-312026-04-23

VAW VANGUARD WORLD FD16.8K shares1.50%2026-03-312026-04-23

SIVR ABRDN SILVER ETF TRUST51.0K shares-3.98%2026-03-312026-04-23

Sponsored

IFRA ISHARES TR62.7K shares-2.05%2026-03-312026-04-23

XME SPDR SERIES TRUST32.2K shares-1.89%2026-03-312026-04-23

VUG VANGUARD INDEX FDS5.8K shares17.77%2026-03-312026-04-23

TBIL RBB FD INC45.7K shares12.73%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS25.8K sharesnew addition2026-03-312026-04-23

VTHR VANGUARD SCOTTSDALE FDS6.5K shares8.79%2026-03-312026-04-23

MSFT MICROSOFT CORP3.5K shares2.34%2026-03-312026-04-23

VTV VANGUARD INDEX FDS6.2K shares114.00%2026-03-312026-04-23

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP5.4K shares-22.34%2026-03-312026-04-23

VLO VALERO ENERGY CORP4.4K shares-10.79%2026-03-312026-04-23

GILD GILEAD SCIENCES INC7.3K shares0.00%2026-03-312026-04-23

BROADCOM INC BROADCOM INC3.2K shares2.51%2026-03-312026-04-23

AFL AFLAC INC8.8K shares0.00%2026-03-312026-04-23

AAPL APPLE INC3.6K shares-1.78%2026-03-312026-04-23

CMI CUMMINS INC1.7K shares-3.38%2026-03-312026-04-23

AMAT APPLIED MATLS INC2.7K shares-10.50%2026-03-312026-04-23

Sponsored

CAT CATERPILLAR INC1.3K shares-3.95%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS17.7K shares17.56%2026-03-312026-04-23

ALPHABET INC ALPHABET INC3.0K shares-0.23%2026-03-312026-04-23

CVX CHEVRON CORPORATION4.1K shares-8.38%2026-03-312026-04-23

VXUS VANGUARD STAR FDS10.6K sharesnew addition2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP1.3K shares-2.90%2026-03-312026-04-23

TSLA TESLA INC2.1K shares0.00%2026-03-312026-04-23

FSLR FIRST SOLAR INC3.7K shares0.00%2026-03-312026-04-23

Sponsored

HSY HERSHEY CO3.5K shares-1.86%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares-13.69%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO2.3K shares0.78%2026-03-312026-04-23

VIOO VANGUARD ADMIRAL FDS INC5.8K sharesnew addition2026-03-312026-04-23

ASML ASML HLDG NV467 shares4.01%2026-03-312026-04-23

LINDE PLC LINDE PLC1.2K shares14.37%2026-03-312026-04-23

SFM SPROUTS FMRS MKT INC7.4K shares0.00%2026-03-312026-04-23

Sponsored

DE DEERE & CO994 shares-2.36%2026-03-312026-04-23

VPU VANGUARD WORLD FD2.6K shares0.38%2026-03-312026-04-23

LOW LOWES COS INC2.1K shares0.00%2026-03-312026-04-23

NTR NUTRIEN LTD6.7K shares17.86%2026-03-312026-04-23

CRM SALESFORCE INC2.6K shares13.42%2026-03-312026-04-23

INTC INTEL CORP11.0K shares-8.06%2026-03-312026-04-23

GBIL GOLDMAN SACHS ETF TR4.7K shares-36.19%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I1.6K shares15.56%2026-03-312026-04-23

Sponsored

TMUS T-MOBILE US INC2.2K shares0.00%2026-03-312026-04-23

ADM ARCHER DANIELS MIDLAND CO6.2K shares1.19%2026-03-312026-04-23

ABBV ABBVIE INC2.0K shares8.76%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC3.6K shares-5.46%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS2.9K sharesnew addition2026-03-312026-04-23

HPE HEWLETT PACKARD ENTERPRISE C17.6K shares-6.58%2026-03-312026-04-23

TGT TARGET CORP3.3K shares-0.03%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST5.5K sharesnew addition2026-03-312026-04-23

Sponsored

MMM 3M CO2.7K shares0.04%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL800 shares0.00%2026-03-312026-04-23

VOT VANGUARD INDEX FDS1.5K sharesnew addition2026-03-312026-04-23

MO ALTRIA GROUP INC5.7K shares14.43%2026-03-312026-04-23

NVDA NVIDIA CORPORATION2.1K shares0.00%2026-03-312026-04-23

CSCO CISCO SYS INC4.7K shares-24.36%2026-03-312026-04-23

IRMD IRADIMED CORP3.7K shares-13.54%2026-03-312026-04-23

MS MORGAN STANLEY2.1K shares-6.17%2026-03-312026-04-23

Sponsored

NFG NATIONAL FUEL GAS CO3.7K shares-2.75%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST10.1K sharesnew addition2026-03-312026-04-23

FIX COMFORT SYS USA INC248 shares0.00%2026-03-312026-04-23

META META PLATFORMS INC594 shares0.00%2026-03-312026-04-23

PSX PHILLIPS 661.8K shares-9.98%2026-03-312026-04-23

SNA SNAP ON INC894 shares-0.78%2026-03-312026-04-23

WM WASTE MGMT INC DEL1.4K shares0.00%2026-03-312026-04-23

ALL ALLSTATE CORP1.5K shares0.00%2026-03-312026-04-23

Sponsored

VB VANGUARD INDEX FDS1.2K shares8.05%2026-03-312026-04-23

VOE VANGUARD INDEX FDS1.7K sharesnew addition2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC1.5K shares0.00%2026-03-312026-04-23

AMGN AMGEN INC867 shares-3.02%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION299 shares0.00%2026-03-312026-04-23

RSG REPUBLIC SVCS INC1.3K shares1.68%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP838 sharesnew addition2026-03-312026-04-23

ALB ALBEMARLE CORP1.6K shares-32.54%2026-03-312026-04-23

Sponsored

KMB KIMBERLY-CLARK CORP2.8K shares18.49%2026-03-312026-04-23

NEE NEXTERA ENERGY INC2.9K shares-1.17%2026-03-312026-04-23

ALPHABET INC ALPHABET INC924 shares0.00%2026-03-312026-04-23

KO COCA COLA CO3.5K shares-1.16%2026-03-312026-04-23

ORCL ORACLE CORP1.8K shares33.04%2026-03-312026-04-23

LULU LULULEMON ATHLETICA INC1.7K shares11.63%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST5.4K sharesnew addition2026-03-312026-04-23

PRIM PRIMORIS SVCS CORP1.8K shares-14.77%2026-03-312026-04-23

Sponsored

QCOM QUALCOMM INC2.0K shares9.58%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON1.0K shares-7.89%2026-03-312026-04-23

DIS DISNEY WALT CO2.5K shares3.75%2026-03-312026-04-23

GPC GENUINE PARTS CO2.3K shares1.71%2026-03-312026-04-23

FDX FEDEX CORP661 sharesnew addition2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST3.3K sharesnew addition2026-03-312026-04-23

IMKTA INGLES MKTS INC2.6K sharesnew addition2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS952 shares0.11%2026-03-312026-04-23

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.5K shares0.00%2026-03-312026-04-23

BDX BECTON DICKINSON & CO1.4K shares8.06%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC2.1K shares0.00%2026-03-312026-04-23

ABT ABBOTT LABORATORIES2.0K sharesnew addition2026-03-312026-04-23

ATKR ATKORE INC3.5K sharesnew addition2026-03-312026-04-23

HRB BLOCK H & R INC6.4K shares0.00%2026-03-312026-04-23

PATH UIPATH INC13.3K sharesnew addition2026-03-312026-04-23

IQLT

ISHARES TR

2.34%

Shares885.9K

Event2026-03-31

Filed2026-04-23

DGRO

ISHARES TR

3.80%

Shares449.7K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

3.15%

Shares108.0K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

4.43%

Shares241.9K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

-6.16%

Shares538.0K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

-22.89%

Shares267.4K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

4.81%

Shares285.2K

Event2026-03-31

Filed2026-04-23

SCHP

SCHWAB STRATEGIC TR

3.73%

Shares410.4K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

3.77%

Shares93.5K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

4.40%

Shares111.9K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

8.96%

Shares88.3K

Event2026-03-31

Filed2026-04-23

IGV

ISHARES TR

36.88%

Shares79.9K

Event2026-03-31

Filed2026-04-23

PFXF

VANECK ETF TRUST

3.51%

Shares303.8K

Event2026-03-31

Filed2026-04-23

FNDE

SCHWAB STRATEGIC TR

New

Shares128.7K

Event2026-03-31

Filed2026-04-23

XMHQ

INVESCO EXCHANGE TRADED FD T

5.14%

Shares46.9K

Event2026-03-31

Filed2026-04-23

VFH

VANGUARD WORLD FD

11.15%

Shares38.8K

Event2026-03-31

Filed2026-04-23

VANGUARD INTL EQUITY INDEX F

905.79%

Shares33.7K

Event2026-03-31

Filed2026-04-23

XLU

SELECT SECTOR SPDR TR

2.52%

Shares86.4K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

-4.17%

Shares61.4K

Event2026-03-31

Filed2026-04-23

VDC

VANGUARD WORLD FD

3.00%

Shares17.4K

Event2026-03-31

Filed2026-04-23

VDE

VANGUARD WORLD FD

-15.83%

Shares22.5K

Event2026-03-31

Filed2026-04-23

XLV

SELECT SECTOR SPDR TR

8.06%

Shares26.6K

Event2026-03-31

Filed2026-04-23

VAW

VANGUARD WORLD FD

1.50%

Shares16.8K

Event2026-03-31

Filed2026-04-23

SIVR

ABRDN SILVER ETF TRUST

-3.98%

Shares51.0K

Event2026-03-31

Filed2026-04-23

IFRA

ISHARES TR

-2.05%

Shares62.7K

Event2026-03-31

Filed2026-04-23

XME

SPDR SERIES TRUST

-1.89%

Shares32.2K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

17.77%

Shares5.8K

Event2026-03-31

Filed2026-04-23

TBIL

RBB FD INC

12.73%

Shares45.7K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

New

Shares25.8K

Event2026-03-31

Filed2026-04-23

VTHR

VANGUARD SCOTTSDALE FDS

8.79%

Shares6.5K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

2.34%

Shares3.5K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

114.00%

Shares6.2K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

-22.34%

Shares5.4K

Event2026-03-31

Filed2026-04-23

VLO

VALERO ENERGY CORP

-10.79%

Shares4.4K

Event2026-03-31

Filed2026-04-23

GILD

GILEAD SCIENCES INC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

2.51%

Shares3.2K

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-1.78%

Shares3.6K

Event2026-03-31

Filed2026-04-23

CMI

CUMMINS INC

-3.38%

Shares1.7K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

-10.50%

Shares2.7K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-3.95%

Shares1.3K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

17.56%

Shares17.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-0.23%

Shares3.0K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

-8.38%

Shares4.1K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

New

Shares10.6K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

-2.90%

Shares1.3K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

FSLR

FIRST SOLAR INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-23

HSY

HERSHEY CO

-1.86%

Shares3.5K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-13.69%

Shares1.2K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.78%

Shares2.3K

Event2026-03-31

Filed2026-04-23

VIOO

VANGUARD ADMIRAL FDS INC

New

Shares5.8K

Event2026-03-31

Filed2026-04-23

ASML

ASML HLDG NV

4.01%

Shares467

Event2026-03-31

Filed2026-04-23

LINDE PLC

14.37%

Shares1.2K

Event2026-03-31

Filed2026-04-23

SFM

SPROUTS FMRS MKT INC

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-23

DEERE & CO

-2.36%

Shares994

Event2026-03-31

Filed2026-04-23

VPU

VANGUARD WORLD FD

0.38%

Shares2.6K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

NTR

NUTRIEN LTD

17.86%

Shares6.7K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

13.42%

Shares2.6K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

-8.06%

Shares11.0K

Event2026-03-31

Filed2026-04-23

GBIL

GOLDMAN SACHS ETF TR

-36.19%

Shares4.7K

Event2026-03-31

Filed2026-04-23

APD

AIR PRODUCTS AND CHEMICALS I

15.56%

Shares1.6K

Event2026-03-31

Filed2026-04-23

TMUS

T-MOBILE US INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-23

ADM

ARCHER DANIELS MIDLAND CO

1.19%

Shares6.2K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

8.76%

Shares2.0K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

-5.46%

Shares3.6K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

New

Shares2.9K

Event2026-03-31

Filed2026-04-23

HPE

HEWLETT PACKARD ENTERPRISE C

-6.58%

Shares17.6K

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP

-0.03%

Shares3.3K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

New

Shares5.5K

Event2026-03-31

Filed2026-04-23

MMM

3M CO

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares800

Event2026-03-31

Filed2026-04-23

VOT

VANGUARD INDEX FDS

New

Shares1.5K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

14.43%

Shares5.7K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-24.36%

Shares4.7K

Event2026-03-31

Filed2026-04-23

IRMD

IRADIMED CORP

-13.54%

Shares3.7K

Event2026-03-31

Filed2026-04-23

MORGAN STANLEY

-6.17%

Shares2.1K

Event2026-03-31

Filed2026-04-23

NFG

NATIONAL FUEL GAS CO

-2.75%

Shares3.7K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

New

Shares10.1K

Event2026-03-31

Filed2026-04-23

FIX

COMFORT SYS USA INC

0.00%

Shares248

Event2026-03-31

Filed2026-04-23