Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Silver Coast Investments LLC (CIK 2012033) reported $335.9M across 121 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IQLT ($43.3M, 12.90%), DGRO ($33.9M, 10.10%), VBR ($25.7M, 7.67%), BIV ($19.4M, 5.79%), SCHD ($17.0M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IQLT | ISHARES TR | $43.3M | 12.90% | 874,412 | Trimmed |
| 2 | DGRO | ISHARES TR | $33.9M | 10.10% | 447,671 | Trimmed |
| 3 | VBR | VANGUARD INDEX FDS | $25.7M | 7.67% | 105,958 | Trimmed |
| 4 | BIV | VANGUARD BD INDEX FDS | $19.4M | 5.79% | 253,368 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $17.0M | 5.06% | 536,364 | Trimmed |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $14.1M | 4.20% | 236,207 | Trimmed |
| 7 | SCHP | SCHWAB STRATEGIC TR | $11.4M | 3.38% | 428,837 | Added |
| 8 | AGG | ISHARES TR | $9.7M | 2.88% | 97,875 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $9.6M | 2.87% | 116,454 | Added |
| 10 | VNQ | VANGUARD INDEX FDS | $8.3M | 2.47% | 86,197 | Trimmed |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $7.3M | 2.18% | 151,090 | Trimmed |
| 12 | IAGG | ISHARES TR | $7.1M | 2.10% | 139,466 | New |
| 13 | IGV | ISHARES TR | $6.9M | 2.07% | 76,612 | Trimmed |
| 14 | FNDE | SCHWAB STRATEGIC TR | $6.2M | 1.85% | 156,502 | Added |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $6.1M | 1.83% | 39,123 | Added |
| 16 | PFXF | VANECK ETF TRUST | $5.4M | 1.61% | 302,566 | Trimmed |
| 17 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.3M | 1.57% | 46,706 | Trimmed |
| 18 | VFH | VANGUARD WORLD FD | $5.2M | 1.55% | 39,595 | Added |
| 19 | XLV | SELECT SECTOR SPDR TR | $4.4M | 1.32% | 27,842 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 1.24% | 58,252 | Trimmed |
| 21 | XLU | SELECT SECTOR SPDR TR | $4.2M | 1.24% | 91,935 | Added |
| 22 | VDC | VANGUARD WORLD FD | $4.1M | 1.22% | 18,110 | Added |
| 23 | VAW | VANGUARD WORLD FD | $3.8M | 1.14% | 16,788 | Trimmed |
| 24 | IFRA | ISHARES TR | $3.8M | 1.12% | 59,886 | Trimmed |
| 25 | VDE | VANGUARD WORLD FD | $3.7M | 1.10% | 24,544 | Added |
Source: SEC Form 13F filings · as of 2026-06-30