0001085146-20-001760.txt : 20200713 0001085146-20-001760.hdr.sgml : 20200713 20200713132316 ACCESSION NUMBER: 0001085146-20-001760 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200713 DATE AS OF CHANGE: 20200713 EFFECTIVENESS DATE: 20200713 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Coast Financial LLC CENTRAL INDEX KEY: 0001511985 IRS NUMBER: 261516464 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14093 FILM NUMBER: 201024890 BUSINESS ADDRESS: STREET 1: 1525 STATE STREET STREET 2: SUITE 104 CITY: SANTA BARBARA STATE: CA ZIP: 93101 BUSINESS PHONE: 805-962-9131 MAIL ADDRESS: STREET 1: 1525 STATE STREET STREET 2: SUITE 104 CITY: SANTA BARBARA STATE: CA ZIP: 93101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001511985 XXXXXXXX 06-30-2020 06-30-2020 false West Coast Financial LLC

1525 State Street Suite 104 SANTA BARBARA CA 93101

13F HOLDINGS REPORT 028-14093 N Clay Murdy 805-962-9131 /s/ Clay Murdy Santa Barbara CA 07-10-2020 0 103 410517 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE THOR INDS INC COM 885160101 5690 53412 SH SOLE 53412 0 0 ISHARES TR RUS 1000 ETF 464287622 1761 10258 SH SOLE 10258 0 0 ISHARES TR NATIONAL MUN ETF 464288414 893 7737 SH SOLE 7737 0 0 COSTCO WHSL CORP NEW COM 22160K105 1559 5142 SH SOLE 5142 0 0 ABIOMED INC COM 003654100 3141 13002 SH SOLE 13002 0 0 LEGG MASON INC COM 524901105 515 10351 SH SOLE 10351 0 0 MICROSOFT CORP COM 594918104 11891 58428 SH SOLE 58428 0 0 SCHWAB CHARLES CORP COM 808513105 253 7491 SH SOLE 7491 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 402 2085 SH SOLE 2085 0 0 CAVCO INDS INC DEL COM 149568107 5714 29629 SH SOLE 29629 0 0 MAXIMUS INC COM 577933104 5246 74463 SH SOLE 74463 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 308 4578 SH SOLE 4578 0 0 ISHARES TR CORE S&P500 ETF 464287200 41374 133599 SH SOLE 133599 0 0 POLARIS INC COM 731068102 422 4555 SH SOLE 4555 0 0 HOME DEPOT INC COM 437076102 5111 20404 SH SOLE 20404 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 6135 146742 SH SOLE 146742 0 0 INTUIT COM 461202103 295 997 SH SOLE 997 0 0 COLGATE PALMOLIVE CO COM 194162103 487 6653 SH SOLE 6653 0 0 MASTERCARD INCORPORATED CL A 57636Q104 11371 38454 SH SOLE 38454 0 0 SEI INVTS CO COM 784117103 2370 43104 SH SOLE 43104 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 328 2933 SH SOLE 2933 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 203 1004 SH SOLE 1004 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1010 6452 SH SOLE 6452 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5196 29109 SH SOLE 29109 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 3682 62639 SH SOLE 62639 0 0 ZOETIS INC CL A 98978V103 4634 33816 SH SOLE 33816 0 0 FACEBOOK INC CL A 30303M102 10212 44973 SH SOLE 44973 0 0 AMGEN INC COM 031162100 306 1297 SH SOLE 1297 0 0 FEDEX CORP COM 31428X106 5485 39118 SH SOLE 39118 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 795 7368 SH SOLE 7368 0 0 ALBANY INTL CORP CL A 012348108 4580 78011 SH SOLE 78011 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3935 76206 SH SOLE 76206 0 0 PUBLIC STORAGE COM 74460D109 769 4008 SH SOLE 4008 0 0 ISHARES TR CORE S&P SCP ETF 464287804 51444 753319 SH SOLE 753319 0 0 IDEXX LABS INC COM 45168D104 447 1355 SH SOLE 1355 0 0 MERCK & CO. INC COM 58933Y105 4012 51881 SH SOLE 51881 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 749 3611 SH SOLE 3611 0 0 US BANCORP DEL COM NEW 902973304 242 6568 SH SOLE 6568 0 0 ACUITY BRANDS INC COM 00508Y102 5322 55588 SH SOLE 55588 0 0 CERNER CORP COM 156782104 5130 74832 SH SOLE 74832 0 0 OMNICELL INC COM 68213N109 5776 81790 SH SOLE 81790 0 0 STARBUCKS CORP COM 855244109 8526 115863 SH SOLE 115863 0 0 ALPHABET INC CAP STK CL A 02079K305 9658 6811 SH SOLE 6811 0 0 ISHARES TR SELECT DIVID ETF 464287168 307 3799 SH SOLE 3799 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 597 2886 SH SOLE 2886 0 0 HOULIHAN LOKEY INC CL A 441593100 6988 125598 SH SOLE 125598 0 0 VISA INC COM CL A 92826C839 1470 7611 SH SOLE 7611 0 0 CLOROX CO DEL COM 189054109 259 1180 SH SOLE 1180 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 711 12892 SH SOLE 12892 0 0 ILLINOIS TOOL WKS INC COM 452308109 6919 39570 SH SOLE 39570 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 359 7228 SH SOLE 7228 0 0 AMN HEALTHCARE SVCS INC COM 001744101 4931 108989 SH SOLE 108989 0 0 ALIGN TECHNOLOGY INC COM 016255101 7904 28800 SH SOLE 28800 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1591 11110 SH SOLE 11110 0 0 PEPSICO INC COM 713448108 1280 9678 SH SOLE 9678 0 0 SPDR SER TR SPDR S&P 500 ETF 78468R796 391 5127 SH SOLE 5127 0 0 RESMED INC COM 761152107 9315 48514 SH SOLE 48514 0 0 AFLAC INC COM 001055102 7056 195850 SH SOLE 195850 0 0 ABBVIE INC COM 00287Y109 291 2962 SH SOLE 2962 0 0 GENTEX CORP COM 371901109 5406 209790 SH SOLE 209790 0 0 ISHARES TR S&P 500 VAL ETF 464287408 255 2355 SH SOLE 2355 0 0 ISHARES TR EAFE SML CP ETF 464288273 959 17885 SH SOLE 17885 0 0 ISHARES TR EAFE GRWTH ETF 464288885 481 5787 SH SOLE 5787 0 0 CUMMINS INC COM 231021106 7700 44445 SH SOLE 44445 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 917 9408 SH SOLE 9408 0 0 ISHARES TR MSCI EAFE ETF 464287465 561 9216 SH SOLE 9216 0 0 INVESCO EXCHANGE-TRADED FD T S&P SMLCP LOW 46138G102 213 6285 SH SOLE 6285 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 636 5875 SH SOLE 5875 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 812 3281 SH SOLE 3281 0 0 MCDONALDS CORP COM 580135101 373 2020 SH SOLE 2020 0 0 APPLIED MATLS INC COM 038222105 7986 132110 SH SOLE 132110 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 1629 12122 SH SOLE 12122 0 0 ISHARES TR S&P SML 600 GWT 464287887 241 1417 SH SOLE 1417 0 0 YUM BRANDS INC COM 988498101 224 2580 SH SOLE 2580 0 0 NEXTERA ENERGY INC COM 65339F101 6195 25794 SH SOLE 25794 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 486 14616 SH SOLE 14616 0 0 LOWES COS INC COM 548661107 378 2800 SH SOLE 2800 0 0 BOEING CO COM 097023105 3839 20946 SH SOLE 20946 0 0 NOVARTIS AG SPONSORED ADR 66987V109 346 3956 SH SOLE 3956 0 0 DISNEY WALT CO COM DISNEY 254687106 7606 68208 SH SOLE 68208 0 0 COPART INC COM 217204106 523 6283 SH SOLE 6283 0 0 MIDDLEBY CORP COM 596278101 2741 34728 SH SOLE 34728 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1980 9220 SH SOLE 9220 0 0 TERADYNE INC COM 880770102 6793 80386 SH SOLE 80386 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 5915 139531 SH SOLE 139531 0 0 INTEL CORP COM 458140100 9210 153938 SH SOLE 153938 0 0 EMERSON ELEC CO COM 291011104 267 4308 SH SOLE 4308 0 0 AT&T INC COM 00206R102 373 12328 SH SOLE 12328 0 0 JOHNSON & JOHNSON COM 478160104 1211 8613 SH SOLE 8613 0 0 CHEVRON CORP NEW COM 166764100 312 3496 SH SOLE 3496 0 0 3M CO COM 88579Y101 361 2315 SH SOLE 2315 0 0 PROCTER AND GAMBLE CO COM 742718109 462 3862 SH SOLE 3862 0 0 APPLE INC COM 037833100 14085 38610 SH SOLE 38610 0 0 MARRIOTT INTL INC NEW CL A 571903202 3094 36085 SH SOLE 36085 0 0 MANHATTAN ASSOCS INC COM 562750109 4573 48541 SH SOLE 48541 0 0 STERIS PLC SHS USD G8473T100 7010 45685 SH SOLE 45685 0 0 ISHARES INC MIN VOL GBL ETF 464286525 230 2625 SH SOLE 2625 0 0 BECTON DICKINSON & CO COM 075887109 6033 25213 SH SOLE 25213 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 4756 18581 SH SOLE 18581 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 229 1950 SH SOLE 1950 0 0 ISHARES TR MRNGSTR LG-CP ET 464287127 3548 20325 SH SOLE 20325 0 0 NIKE INC CL B 654106103 948 9666 SH SOLE 9666 0 0 ALPHABET INC CAP STK CL C 02079K107 872 617 SH SOLE 617 0 0