Silver Coast Investments

SAN DIEGO, X1files as Silver Coast Investments LLC

$336m in 121 US stocks at the end of 30 June 2026. The top 10 are 57.3% of the money. It changed about 5.5% of the portfolio this quarter.

Value

$336m

Stocks

121

Top 10 share

57.3%

Turnover

5.5%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIAGG
2.1% of the fund
CitigroupC
0.1% of the fund
Amkor TechnologyAMKR
<0.1% of the fund
ServiceNowNOW
<0.1% of the fund
Astera LabsALAB
<0.1% of the fund
Stanley Black & DeckerSWK
<0.1% of the fund
Eaton Vance Tax-Managed GlobXEXGX
<0.1% of the fund
Goldman Sachs GroupGS
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard BD Index FDSBIV
5.8% of the fund
+5%
Schwab Strategic TRSCHP
3.4% of the fund
+4%
Ishares TRAGG
2.9% of the fund
+5%
Vanguard Scottsdale FDSVCIT
2.9% of the fund
+4%
Schwab Strategic TRFNDE
1.8% of the fund
+22%
Vanguard Intl Equity Index FVT
1.8% of the fund
+16%
Vanguard World FDVFH
1.6% of the fund
+2%
Select Sector Spdr TRXLV
1.3% of the fund
+5%
Select Sector Spdr TRXLU
1.2% of the fund
+6%
Vanguard World FDVDC
1.2% of the fund
+4%
Vanguard World FDVDE
1.1% of the fund
+9%
Abrdn Silver ETF TrustSIVR
1.0% of the fund
+17%
Vanguard Index FDSVUG
0.9% of the fund
+2%
Vanguard Scottsdale FDSVTHR
0.7% of the fund
+3%
Vanguard BD Index FDSBND
0.6% of the fund
+15%
Vanguard Index FDSVTV
0.4% of the fund
+3%
MicrosoftMSFT
0.4% of the fund
+3%
AppleAAPL
0.3% of the fund
+4%
Vanguard MUN BD FDSVTEB
0.3% of the fund
+8%
Vanguard Admiral FDSVIOO
0.3% of the fund
+7%
Vanguard Index FDSVOO
0.2% of the fund
+5%
HersheyHSY
0.2% of the fund
+19%
LindeLIN
0.2% of the fund
+16%
AllstateALL
0.2% of the fund
+93%
Lockheed MartinLMT
0.2% of the fund
+4%

Cut

Sold some of their stake.

Vanguard Intl Equity Index FVWO
4.2% of the fund
-12%
Vanguard Index FDSVNQ
2.5% of the fund
-2%
Vanguard Charlotte FDSBNDX
2.2% of the fund
-47%
Ishares TRIGV
2.1% of the fund
-4%
Vanguard Tax-Managed FDSVEA
1.2% of the fund
-5%
Ishares TRIFRA
1.1% of the fund
-4%
Spdr Series TrustXME
1.0% of the fund
-3%
RBB FDTBIL
0.6% of the fund
-9%
Lam ResearchLRCX
0.6% of the fund
-21%
Applied MaterialsAMAT
0.5% of the fund
-11%
CaterpillarCAT
0.4% of the fund
-11%
BroadcomAVGO
0.3% of the fund
-5%
IntelINTC
0.3% of the fund
-29%
AlphabetGOOGL
0.3% of the fund
-3%
CumminsCMI
0.3% of the fund
-22%
Advanced Micro DevicesAMD
0.2% of the fund
-21%
Hewlett Packard EnterpriseHPE
0.2% of the fund
-12%
ChevronCVX
0.2% of the fund
-10%
Cisco SystemsCSCO
0.1% of the fund
-18%
Morgan StanleyMS
0.1% of the fund
-9%
Lowe's CompaniesLOW
0.1% of the fund
-17%
Archer-Daniels-MidlandADM
0.1% of the fund
-18%
3MMMM
0.1% of the fund
-10%
TargetTGT
0.1% of the fund
-12%
NvidiaNVDA
0.1% of the fund
-14%

Sold out

Sold their entire stake.

Goldman Sachs ETF TRGBIL
-100%
MerckMRK
-100%
AlphabetGOOG
-100%
Coca-ColaKO
-100%
Primoris ServicesPRIM
-100%
Palantir TechnologiesPLTR
-100%

Holdings

Ishares TRIQLT
Share
12.9%
Value
$43m
Shares
874,412
Held
Ishares TRDGRO
Share
10.1%
Value
$34m
Shares
447,671
Held
Vanguard Index FDSVBR
Share
7.7%
Value
$26m
Shares
105,958
Held
Vanguard BD Index FDSBIV
Share
5.8%
Value
$19m
Shares
253,368
+5%
Schwab Strategic TRSCHD
Share
5.1%
Value
$17m
Shares
536,364
Held
Vanguard Intl Equity Index FVWO
Share
4.2%
Value
$14m
Shares
236,207
-12%
Schwab Strategic TRSCHP
Share
3.4%
Value
$11m
Shares
428,837
+4%
Ishares TRAGG
Share
2.9%
Value
$10m
Shares
97,875
+5%
Vanguard Scottsdale FDSVCIT
Share
2.9%
Value
$10m
Shares
116,454
+4%
Vanguard Index FDSVNQ
Share
2.5%
Value
$8m
Shares
86,197
-2%
Vanguard Charlotte FDSBNDX
Share
2.2%
Value
$7m
Shares
151,090
-47%
Ishares TRIAGG
Share
2.1%
Value
$7m
Shares
139,466
New
Ishares TRIGV
Share
2.1%
Value
$7m
Shares
76,612
-4%
Schwab Strategic TRFNDE
Share
1.8%
Value
$6m
Shares
156,502
+22%
Vanguard Intl Equity Index FVT
Share
1.8%
Value
$6m
Shares
39,123
+16%
Vaneck ETF TrustPFXF
Share
1.6%
Value
$5m
Shares
302,566
Held
Invesco Exchange Traded FD TXMHQ
Share
1.6%
Value
$5m
Shares
46,706
Held
Vanguard World FDVFH
Share
1.6%
Value
$5m
Shares
39,595
+2%
Select Sector Spdr TRXLV
Share
1.3%
Value
$4m
Shares
27,842
+5%
Select Sector Spdr TRXLU
Share
1.2%
Value
$4m
Shares
91,935
+6%
Vanguard Tax-Managed FDSVEA
Share
1.2%
Value
$4m
Shares
58,252
-5%
Vanguard World FDVDC
Share
1.2%
Value
$4m
Shares
18,110
+4%
Vanguard World FDVAW
Share
1.1%
Value
$4m
Shares
16,788
Held
Ishares TRIFRA
Share
1.1%
Value
$4m
Shares
59,886
-4%
Vanguard World FDVDE
Share
1.1%
Value
$4m
Shares
24,544
+9%
Abrdn Silver ETF TrustSIVR
Share
1.0%
Value
$3m
Shares
59,579
+17%
Spdr Series TrustXME
Share
1.0%
Value
$3m
Shares
31,216
-3%
Vanguard Index FDSVUG
Share
0.9%
Value
$3m
Shares
35,243
+2%
Vanguard Scottsdale FDSVTHR
Share
0.7%
Value
$2m
Shares
6,681
+3%
Vanguard BD Index FDSBND
Share
0.6%
Value
$2m
Shares
29,561
+15%
RBB FDTBIL
Share
0.6%
Value
$2m
Shares
41,448
-9%
Lam ResearchLRCX
Share
0.6%
Value
$2m
Shares
4,302
-21%
Applied MaterialsAMAT
Share
0.5%
Value
$2m
Shares
2,412
-11%
Vanguard Index FDSVTV
Share
0.4%
Value
$1m
Shares
6,341
+3%
MicrosoftMSFT
Share
0.4%
Value
$1m
Shares
3,587
+3%
CaterpillarCAT
Share
0.4%
Value
$1m
Shares
1,129
-11%
BroadcomAVGO
Share
0.3%
Value
$1m
Shares
3,018
-5%
Valero EnergyVLO
Share
0.3%
Value
$1m
Shares
4,363
Held
AppleAAPL
Share
0.3%
Value
$1m
Shares
3,805
+4%
IntelINTC
Share
0.3%
Value
$1m
Shares
7,785
-29%
AlphabetGOOGL
Share
0.3%
Value
$1m
Shares
2,935
-3%
AflacAFL
Share
0.3%
Value
$1m
Shares
8,786
Held
Vanguard MUN BD FDSVTEB
Share
0.3%
Value
$970,884
Shares
19,195
+8%
CumminsCMI
Share
0.3%
Value
$950,709
Shares
1,333
-22%
ASML Holding NVASML
Share
0.3%
Value
$929,069
Shares
467
Held
Vanguard Star FDSVXUS
Share
0.3%
Value
$920,322
Shares
10,765
Held
Gilead SciencesGILD
Share
0.3%
Value
$917,734
Shares
7,264
Held
First SolarFSLR
Share
0.3%
Value
$878,244
Shares
3,722
Held
TeslaTSLA
Share
0.3%
Value
$868,539
Shares
2,065
Held
Vanguard Admiral FDSVIOO
Share
0.3%
Value
$847,086
Shares
6,160
+7%
Vanguard Index FDSVOO
Share
0.2%
Value
$828,883
Shares
1,207
+5%
JPMorgan ChaseJPM
Share
0.2%
Value
$764,316
Shares
2,335
Held
Berkshire Hathaway INC DELBRK-A
Share
0.2%
Value
$748,850
Shares
1
Held
HersheyHSY
Share
0.2%
Value
$731,802
Shares
4,171
+19%
LindeLIN
Share
0.2%
Value
$721,327
Shares
1,390
+16%
AllstateALL
Share
0.2%
Value
$707,158
Shares
2,972
+93%
Lockheed MartinLMT
Share
0.2%
Value
$706,112
Shares
1,386
+4%
Advanced Micro DevicesAMD
Share
0.2%
Value
$700,578
Shares
1,206
-21%
Hewlett Packard EnterpriseHPE
Share
0.2%
Value
$699,927
Shares
15,516
-12%
Vanguard World FDVPU
Share
0.2%
Value
$694,423
Shares
3,548
+34%
DeereDE
Share
0.2%
Value
$629,256
Shares
992
Held
Sprouts Farmers MarketSFM
Share
0.2%
Value
$624,539
Shares
7,384
Held
ChevronCVX
Share
0.2%
Value
$610,329
Shares
3,682
-10%
AbbVieABBV
Share
0.2%
Value
$556,125
Shares
2,210
+8%
NutrienNTR
Share
0.2%
Value
$524,374
Shares
8,330
+24%
Berkshire HathawayBRK-B
Share
0.1%
Value
$475,371
Shares
950
+19%
Air Products & ChemicalsAPD
Share
0.1%
Value
$470,261
Shares
1,604
Held
Vanguard Whitehall FDSVYM
Share
0.1%
Value
$466,361
Shares
2,951
+3%
SalesforceCRM
Share
0.1%
Value
$466,221
Shares
2,976
+15%
Vanguard Index FDSVOT
Share
0.1%
Value
$458,861
Shares
1,499
Held
Cisco SystemsCSCO
Share
0.1%
Value
$449,285
Shares
3,825
-18%
Dimensional ETF TrustDFUS
Share
0.1%
Value
$449,204
Shares
5,482
Held
General DynamicsGD
Share
0.1%
Value
$413,399
Shares
1,167
+39%
Altria GroupMO
Share
0.1%
Value
$406,878
Shares
5,655
Held
Morgan StanleyMS
Share
0.1%
Value
$402,612
Shares
1,926
-9%
International Business MachinesIBM
Share
0.1%
Value
$394,257
Shares
1,402
+47%
Lowe's CompaniesLOW
Share
0.1%
Value
$392,032
Shares
1,778
-17%
Archer-Daniels-MidlandADM
Share
0.1%
Value
$388,953
Shares
5,091
-18%
3MMMM
Share
0.1%
Value
$386,642
Shares
2,388
-10%
Dimensional ETF TrustDFAX
Share
0.1%
Value
$377,229
Shares
10,240
Held
Vanguard Index FDSVB
Share
0.1%
Value
$376,069
Shares
1,241
+3%
TargetTGT
Share
0.1%
Value
$371,717
Shares
2,846
-12%
T-Mobile USTMUS
Share
0.1%
Value
$368,000
Shares
2,194
Held
NvidiaNVDA
Share
0.1%
Value
$363,164
Shares
1,815
-14%
Snap-onSNA
Share
0.1%
Value
$356,124
Shares
885
Held
IradimedIRMD
Share
0.1%
Value
$354,528
Shares
3,710
Held
Vanguard Index FDSVOE
Share
0.1%
Value
$341,624
Shares
1,729
Held
CitigroupC
Share
0.1%
Value
$338,284
Shares
2,417
New
Costco WholesaleCOST
Share
<0.1%
Value
$332,092
Shares
355
+19%
AmgenAMGN
Share
<0.1%
Value
$328,805
Shares
908
+5%
Waste ManagementWM
Share
<0.1%
Value
$314,707
Shares
1,412
Held
Amkor TechnologyAMKR
Share
<0.1%
Value
$309,739
Shares
3,592
New
Phillips 66PSX
Share
<0.1%
Value
$303,445
Shares
1,795
Held
ServiceNowNOW
Share
<0.1%
Value
$302,010
Shares
3,042
New
Comfort Systems USAFIX
Share
<0.1%
Value
$297,293
Shares
150
-40%
Dimensional ETF TrustDFUV
Share
<0.1%
Value
$296,140
Shares
5,383
Held
Genuine PartsGPC
Share
<0.1%
Value
$293,299
Shares
2,486
+10%
Meta PlatformsMETA
Share
<0.1%
Value
$291,221
Shares
517
-13%
Republic ServicesRSG
Share
<0.1%
Value
$284,462
Shares
1,335
Held
Kimberly-ClarkKMB
Share
<0.1%
Value
$273,986
Shares
2,496
-10%

Company	Share of fund	Value	Shares	Change
Ishares TRIQLT	12.9%	$43m	874,412	Held
Ishares TRDGRO	10.1%	$34m	447,671	Held
Vanguard Index FDSVBR	7.7%	$26m	105,958	Held
Vanguard BD Index FDSBIV	5.8%	$19m	253,368	+5%
Schwab Strategic TRSCHD	5.1%	$17m	536,364	Held
Vanguard Intl Equity Index FVWO	4.2%	$14m	236,207	-12%
Schwab Strategic TRSCHP	3.4%	$11m	428,837	+4%
Ishares TRAGG	2.9%	$10m	97,875	+5%
Vanguard Scottsdale FDSVCIT	2.9%	$10m	116,454	+4%
Vanguard Index FDSVNQ	2.5%	$8m	86,197	-2%
Vanguard Charlotte FDSBNDX	2.2%	$7m	151,090	-47%
Ishares TRIAGG	2.1%	$7m	139,466	New
Ishares TRIGV	2.1%	$7m	76,612	-4%
Schwab Strategic TRFNDE	1.8%	$6m	156,502	+22%
Vanguard Intl Equity Index FVT	1.8%	$6m	39,123	+16%
Vaneck ETF TrustPFXF	1.6%	$5m	302,566	Held
Invesco Exchange Traded FD TXMHQ	1.6%	$5m	46,706	Held
Vanguard World FDVFH	1.6%	$5m	39,595	+2%
Select Sector Spdr TRXLV	1.3%	$4m	27,842	+5%
Select Sector Spdr TRXLU	1.2%	$4m	91,935	+6%
Vanguard Tax-Managed FDSVEA	1.2%	$4m	58,252	-5%
Vanguard World FDVDC	1.2%	$4m	18,110	+4%
Vanguard World FDVAW	1.1%	$4m	16,788	Held
Ishares TRIFRA	1.1%	$4m	59,886	-4%
Vanguard World FDVDE	1.1%	$4m	24,544	+9%
Abrdn Silver ETF TrustSIVR	1.0%	$3m	59,579	+17%
Spdr Series TrustXME	1.0%	$3m	31,216	-3%
Vanguard Index FDSVUG	0.9%	$3m	35,243	+2%
Vanguard Scottsdale FDSVTHR	0.7%	$2m	6,681	+3%
Vanguard BD Index FDSBND	0.6%	$2m	29,561	+15%
RBB FDTBIL	0.6%	$2m	41,448	-9%
Lam ResearchLRCX	0.6%	$2m	4,302	-21%
Applied MaterialsAMAT	0.5%	$2m	2,412	-11%
Vanguard Index FDSVTV	0.4%	$1m	6,341	+3%
MicrosoftMSFT	0.4%	$1m	3,587	+3%
CaterpillarCAT	0.4%	$1m	1,129	-11%
BroadcomAVGO	0.3%	$1m	3,018	-5%
Valero EnergyVLO	0.3%	$1m	4,363	Held
AppleAAPL	0.3%	$1m	3,805	+4%
IntelINTC	0.3%	$1m	7,785	-29%
AlphabetGOOGL	0.3%	$1m	2,935	-3%
AflacAFL	0.3%	$1m	8,786	Held
Vanguard MUN BD FDSVTEB	0.3%	$970,884	19,195	+8%
CumminsCMI	0.3%	$950,709	1,333	-22%
ASML Holding NVASML	0.3%	$929,069	467	Held
Vanguard Star FDSVXUS	0.3%	$920,322	10,765	Held
Gilead SciencesGILD	0.3%	$917,734	7,264	Held
First SolarFSLR	0.3%	$878,244	3,722	Held
TeslaTSLA	0.3%	$868,539	2,065	Held
Vanguard Admiral FDSVIOO	0.3%	$847,086	6,160	+7%
Vanguard Index FDSVOO	0.2%	$828,883	1,207	+5%
JPMorgan ChaseJPM	0.2%	$764,316	2,335	Held
Berkshire Hathaway INC DELBRK-A	0.2%	$748,850	1	Held
HersheyHSY	0.2%	$731,802	4,171	+19%
LindeLIN	0.2%	$721,327	1,390	+16%
AllstateALL	0.2%	$707,158	2,972	+93%
Lockheed MartinLMT	0.2%	$706,112	1,386	+4%
Advanced Micro DevicesAMD	0.2%	$700,578	1,206	-21%
Hewlett Packard EnterpriseHPE	0.2%	$699,927	15,516	-12%
Vanguard World FDVPU	0.2%	$694,423	3,548	+34%
DeereDE	0.2%	$629,256	992	Held
Sprouts Farmers MarketSFM	0.2%	$624,539	7,384	Held
ChevronCVX	0.2%	$610,329	3,682	-10%
AbbVieABBV	0.2%	$556,125	2,210	+8%
NutrienNTR	0.2%	$524,374	8,330	+24%
Berkshire HathawayBRK-B	0.1%	$475,371	950	+19%
Air Products & ChemicalsAPD	0.1%	$470,261	1,604	Held
Vanguard Whitehall FDSVYM	0.1%	$466,361	2,951	+3%
SalesforceCRM	0.1%	$466,221	2,976	+15%
Vanguard Index FDSVOT	0.1%	$458,861	1,499	Held
Cisco SystemsCSCO	0.1%	$449,285	3,825	-18%
Dimensional ETF TrustDFUS	0.1%	$449,204	5,482	Held
General DynamicsGD	0.1%	$413,399	1,167	+39%
Altria GroupMO	0.1%	$406,878	5,655	Held
Morgan StanleyMS	0.1%	$402,612	1,926	-9%
International Business MachinesIBM	0.1%	$394,257	1,402	+47%
Lowe's CompaniesLOW	0.1%	$392,032	1,778	-17%
Archer-Daniels-MidlandADM	0.1%	$388,953	5,091	-18%
3MMMM	0.1%	$386,642	2,388	-10%
Dimensional ETF TrustDFAX	0.1%	$377,229	10,240	Held
Vanguard Index FDSVB	0.1%	$376,069	1,241	+3%
TargetTGT	0.1%	$371,717	2,846	-12%
T-Mobile USTMUS	0.1%	$368,000	2,194	Held
NvidiaNVDA	0.1%	$363,164	1,815	-14%
Snap-onSNA	0.1%	$356,124	885	Held
IradimedIRMD	0.1%	$354,528	3,710	Held
Vanguard Index FDSVOE	0.1%	$341,624	1,729	Held
CitigroupC	0.1%	$338,284	2,417	New
Costco WholesaleCOST	<0.1%	$332,092	355	+19%
AmgenAMGN	<0.1%	$328,805	908	+5%
Waste ManagementWM	<0.1%	$314,707	1,412	Held
Amkor TechnologyAMKR	<0.1%	$309,739	3,592	New
Phillips 66PSX	<0.1%	$303,445	1,795	Held
ServiceNowNOW	<0.1%	$302,010	3,042	New
Comfort Systems USAFIX	<0.1%	$297,293	150	-40%
Dimensional ETF TrustDFUV	<0.1%	$296,140	5,383	Held
Genuine PartsGPC	<0.1%	$293,299	2,486	+10%
Meta PlatformsMETA	<0.1%	$291,221	517	-13%
Republic ServicesRSG	<0.1%	$284,462	1,335	Held
Kimberly-ClarkKMB	<0.1%	$273,986	2,496	-10%

Showing the largest 100 of 121.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.0% since 30 June 2025.

Where the money is

Technology4.2%

Industrials2.1%

Financial services1.2%

Everyday goods1.0%

Health care0.9%

Energy0.6%

Retail & consumer0.6%

Media & telecom0.6%

Materials0.6%

Utilities0.2%

Other88.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.