0001765054-19-000002.txt : 20190403
0001765054-19-000002.hdr.sgml : 20190403
20190403155436
ACCESSION NUMBER: 0001765054-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190403
DATE AS OF CHANGE: 20190403
EFFECTIVENESS DATE: 20190403
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Coastal Capital Group, Inc.
CENTRAL INDEX KEY: 0001765054
IRS NUMBER: 473835496
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19066
FILM NUMBER: 19728889
BUSINESS ADDRESS:
STREET 1: 222 ROSEWOOD DRIVE 2ND FLOOR
CITY: DANVERS
STATE: MA
ZIP: 01923
BUSINESS PHONE: 9787773116
MAIL ADDRESS:
STREET 1: 222 ROSEWOOD DRIVE 2ND FLOOR
CITY: DANVERS
STATE: MA
ZIP: 01923
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001765054
XXXXXXXX
03-31-2019
03-31-2019
Coastal Capital Group, Inc.
222 ROSEWOOD DRIVE 2ND FLOOR
DANVERS
MA
01923
13F HOLDINGS REPORT
028-19066
N
James Horrocks
Chief Compliance Officer
(978) 777-3116
James Horrocks
Danvers
MA
04-03-2019
0
86
227222
false
INFORMATION TABLE
2
coastal1q19.xml
AMAZON COM INC COM
Stock
023135106
650
365
SH
SOLE
365
0
0
INVESCO QQQ TRUST
ETF
46090E103
313
1742
SH
SOLE
1742
0
0
JOHNSON & JOHNSON COM
Stock
478160104
786
5626
SH
SOLE
5626
0
0
VANGUARD TOTAL STOCK MARKET INDEX FUND
ETF
922908769
13622
94133
SH
SOLE
94133
0
0
VANGUARD EXTENDED MARKET INDEX FUND
ETF
922908652
986
8538
SH
SOLE
8538
0
0
ISHARES MSCI EMERGING MARKETS ETF
ETF
464287234
287
6698
SH
SOLE
6698
0
0
PROCTER AND GAMBLE CO COM
Stock
742718109
283
2724
SH
SOLE
2724
0
0
UNITED PARCEL SERVICE INC CL B
Stock
911312106
473
4234
SH
SOLE
4234
0
0
MARRIOTT INTL INC NEW CL A
Stock
571903202
248
1983
SH
SOLE
1983
0
0
VANGUARD REAL ESTATE ETF
ETF
922908553
1289
14834
SH
SOLE
14834
0
0
INTEL CORP COM
Stock
458140100
554
10315
SH
SOLE
10315
0
0
ISHARES DOW JONES U.S. ETF
ETF
464287846
2906
20579
SH
SOLE
20579
0
0
PEOPLES UTD FINL INC COM
Stock
712704105
206
12541
SH
SOLE
12541
0
0
ISHARES GROWTH ALLOCATION FUND
ETF
464289867
368
8238
SH
SOLE
8238
0
0
SPDR S&P 500 ETF
ETF
78462F103
622
2201
SH
SOLE
2201
0
0
CORNING INC COM
Stock
219350105
245
7400
SH
SOLE
7400
0
0
HUTTIG BLDG PRODS INC COM
Stock
448451104
60
21681
SH
SOLE
21681
0
0
VERIZON COMMUNICATIONS INC COM
Stock
92343V104
920
15558
SH
SOLE
15558
0
0
PEPSICO INC COM
Stock
713448108
368
3000
SH
SOLE
2999
0
0
HOME DEPOT INC COM
Stock
437076102
265
1383
SH
SOLE
1383
0
0
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
22309
712521
SH
SOLE
712521
0
0
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ETF
72201R833
1029
10131
SH
SOLE
10131
0
0
ISHARES S&P SMALL-CAP FUND
ETF
464287804
5324
69014
SH
SOLE
69014
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
380
1891
SH
SOLE
1891
0
0
SCHWAB EMERGING MARKETS EQUITY ETF
ETF
808524706
5353
205810
SH
SOLE
205809
0
0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
ETF
92206C409
208
2602
SH
SOLE
2602
0
0
ALPHABET INC CAP STK CL A
Stock
02079K305
255
217
SH
SOLE
217
0
0
COMCAST CORP NEW CL A
Stock
20030N101
200
5007
SH
SOLE
5007
0
0
MICROSOFT CORP COM
Stock
594918104
768
6515
SH
SOLE
6514
0
0
CVS HEALTH CORP COM
Stock
126650100
233
4317
SH
SOLE
4317
0
0
VANGUARD SMALL-CAP INDEX FUND
ETF
922908751
7602
49754
SH
SOLE
49754
0
0
VANGUARD MID-CAP INDEX FUND
ETF
922908629
6868
42726
SH
SOLE
42726
0
0
VANGUARD S&P 500 ETF
ETF
922908363
2257
8698
SH
SOLE
8697
0
0
VANGUARD TOTAL INTERNATIONAL STOCK ETF
ETF
921909768
1372
26431
SH
SOLE
26431
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
1159
7572
SH
SOLE
7571
0
0
EVERSOURCE ENERGY COM
Stock
30040W108
232
3270
SH
SOLE
3270
0
0
SCHWAB US AGGREGATE BOND ETF
ETF
808524839
23752
457832
SH
SOLE
457832
0
0
SCHWAB US DIVIDEND EQUITY ETF
ETF
808524797
10073
192677
SH
SOLE
192677
0
0
ISHARES EDGE MSCI MIN VOL USA ETF
ETF
46429B697
487
8282
SH
SOLE
8282
0
0
VANGUARD VALUE INDEX FUND
ETF
922908744
15964
148321
SH
SOLE
148321
0
0
VANGUARD GROWTH INDEX FUND
ETF
922908736
1316
8414
SH
SOLE
8414
0
0
AMERICAN TOWER CORP NEW COM
REIT
03027X100
389
1976
SH
SOLE
1976
0
0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETF
464287150
528
8200
SH
SOLE
8200
0
0
FACEBOOK INC CL A
Stock
30303M102
354
2124
SH
SOLE
2124
0
0
NVIDIA CORP COM
Stock
67066G104
200
1114
SH
SOLE
1114
0
0
ISHARES SHORT-TERM CORPORATE BOND ETF
ETF
464288646
13643
258285
SH
SOLE
258285
0
0
VANGUARD TOTAL BOND MARKET INDEX FUND
ETF
921937835
6747
83112
SH
SOLE
83111
0
0
VANGUARD FTSE ALL-WORLD EX US INDEX FUND
ETF
922042775
3446
68705
SH
SOLE
68705
0
0
FACTSET RESH SYS INC COM
Stock
303075105
374
1505
SH
SOLE
1504
0
0
RAYTHEON CO COM NEW
Stock
755111507
216
1185
SH
SOLE
1185
0
0
CISCO SYS INC COM
Stock
17275R102
259
4796
SH
SOLE
4795
0
0
ISHARES RUSSELL MID-CAP ETF
ETF
464287499
768
14245
SH
SOLE
14244
0
0
AT&T INC COM
Stock
00206R102
919
29295
SH
SOLE
29294
0
0
GENERAL ELECTRIC CO COM
Stock
369604103
644
64431
SH
SOLE
64431
0
0
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
ETF
464288513
4942
57156
SH
SOLE
57156
0
0
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
ETF
74348A467
561
8278
SH
SOLE
8278
0
0
ISHARES CORE S&P 500 ETF
ETF
464287200
28450
99978
SH
SOLE
99977
0
0
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
ETF
46434V407
236
5054
SH
SOLE
5054
0
0
ISHARES PREFERRED AND INCOME SECURITIES ETF
ETF
464288687
370
10121
SH
SOLE
10121
0
0
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
836
3056
SH
SOLE
3056
0
0
VANGUARD MID-CAP VALUE INDEX FUND
ETF
922908512
261
2416
SH
SOLE
2416
0
0
CHEVRON CORP NEW COM
Stock
166764100
421
3417
SH
SOLE
3416
0
0
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
279
6823
SH
SOLE
6823
0
0
DANAHER CORPORATION COM
Stock
235851102
276
2088
SH
SOLE
2088
0
0
BANK AMER CORP COM
Stock
060505104
381
13816
SH
SOLE
13815
0
0
SPDR S&P DIVIDEND ETF
ETF
78464A763
422
4249
SH
SOLE
4248
0
0
INTERNATIONAL BUSINESS MACHS COM
Stock
459200101
375
2657
SH
SOLE
2657
0
0
VANGUARD FTSE EMERGING MARKETS ETF
ETF
922042858
999
23497
SH
SOLE
23497
0
0
VANGUARD HIGH DIVIDEND YIELD ETF
ETF
921946406
1015
11847
SH
SOLE
11847
0
0
PFIZER INC COM
Stock
717081103
390
9184
SH
SOLE
9184
0
0
3M CO COM
Stock
88579Y101
234
1125
SH
SOLE
1125
0
0
ALPHABET INC CAP STK CL C
Stock
02079K107
252
215
SH
SOLE
215
0
0
AMGEN INC COM
Stock
031162100
427
2246
SH
SOLE
2246
0
0
VANGUARD DIVIDEND APPRECIATION INDEX FUND
ETF
921908844
439
4002
SH
SOLE
4002
0
0
ISHARES CORE U.S. AGGREGATE BOND ETF
ETF
464287226
1728
15847
SH
SOLE
15847
0
0
PHILIP MORRIS INTL INC COM
Stock
718172109
348
3940
SH
SOLE
3939
0
0
ALTRIA GROUP INC COM
Stock
02209S103
349
6081
SH
SOLE
6081
0
0
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
ETF
464288281
4953
45006
SH
SOLE
45006
0
0
EXXON MOBIL CORP COM
Stock
30231G102
990
12248
SH
SOLE
12248
0
0
ISHARES S&P MIDCAP FUND
ETF
464287507
11056
58376
SH
SOLE
58375
0
0
ISHARES MSCI EAFE ETF
ETF
464287465
688
10601
SH
SOLE
10601
0
0
APPLE INC COM
Stock
037833100
1951
10269
SH
SOLE
10269
0
0
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF
ETF
46435G789
201
7848
SH
SOLE
7848
0
0
DISNEY WALT CO COM DISNEY
Stock
254687106
217
1952
SH
SOLE
1952
0
0
ISHARES RUSSELL 1000 ETF
ETF
464287622
1044
6637
SH
SOLE
6637
0
0
ISHARES RUSSELL 1000 VALUE ETF
ETF
464287598
1049
8494
SH
SOLE
8493
0
0