0001085146-21-000423.txt : 20210203 0001085146-21-000423.hdr.sgml : 20210203 20210202195745 ACCESSION NUMBER: 0001085146-21-000423 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210203 DATE AS OF CHANGE: 20210202 EFFECTIVENESS DATE: 20210203 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: 21583659 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 12-31-2020 12-31-2020 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 02-02-2021 0 119 519719 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 360 2060 SH SOLE 2060 0 0 ABBVIE INC COM 00287Y109 313 2919 SH SOLE 2919 0 0 ABIOMED INC COM 003654100 3395 10472 SH SOLE 10472 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2248 8605 SH SOLE 8605 0 0 ACUITY BRANDS INC COM 00508Y102 3543 29263 SH SOLE 29263 0 0 AFLAC INC COM 001055102 8207 184553 SH SOLE 184553 0 0 ALBANY INTL CORP CL A 012348108 5624 76594 SH SOLE 76594 0 0 ALIGN TECHNOLOGY INC COM 016255101 12179 22790 SH SOLE 22790 0 0 ALPHABET INC CAP STK CL A 02079K305 11517 6571 SH SOLE 6571 0 0 ALPHABET INC CAP STK CL C 02079K107 907 518 SH SOLE 518 0 0 AMGEN INC COM 031162100 275 1197 SH SOLE 1197 0 0 AMN HEALTHCARE SVCS INC COM 001744101 7029 102996 SH SOLE 102996 0 0 APPLE INC COM 037833100 20718 156136 SH SOLE 156136 0 0 APPLIED MATLS INC COM 038222105 11182 129574 SH SOLE 129574 0 0 AT&T INC COM 00206R102 338 11743 SH SOLE 11743 0 0 BECTON DICKINSON & CO COM 075887109 6038 24129 SH SOLE 24129 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6354 27402 SH SOLE 27402 0 0 BHP GROUP LTD SPONSORED ADS 088606108 203 3110 SH SOLE 3110 0 0 BOEING CO COM 097023105 4357 20356 SH SOLE 20356 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 209 3372 SH SOLE 3372 0 0 CATERPILLAR INC COM 149123101 200 1100 SH SOLE 1100 0 0 CAVCO INDS INC DEL COM 149568107 5125 29213 SH SOLE 29213 0 0 CERNER CORP COM 156782104 5794 73830 SH SOLE 73830 0 0 CHEVRON CORP NEW COM 166764100 220 2610 SH SOLE 2610 0 0 CLOROX CO DEL COM 189054109 310 1537 SH SOLE 1537 0 0 COLGATE PALMOLIVE CO COM 194162103 579 6775 SH SOLE 6775 0 0 COPART INC COM 217204106 502 3945 SH SOLE 3945 0 0 COSTCO WHSL CORP NEW COM 22160K105 1860 4936 SH SOLE 4936 0 0 COUPA SOFTWARE INC COM 22266L106 212 625 SH SOLE 625 0 0 CUMMINS INC COM 231021106 7727 34025 SH SOLE 34025 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 1874 11800 SH SOLE 11800 0 0 DISNEY WALT CO COM 254687106 11863 65479 SH SOLE 65479 0 0 EMERSON ELEC CO COM 291011104 222 2764 SH SOLE 2764 0 0 FACEBOOK INC CL A 30303M102 10703 39182 SH SOLE 39182 0 0 FEDEX CORP COM 31428X106 7908 30460 SH SOLE 30460 0 0 GENTEX CORP COM 371901109 6791 200153 SH SOLE 200153 0 0 HOME DEPOT INC COM 437076102 5339 20100 SH SOLE 20100 0 0 HOULIHAN LOKEY INC CL A 441593100 8160 121379 SH SOLE 121379 0 0 IDEXX LABS INC COM 45168D104 622 1244 SH SOLE 1244 0 0 ILLINOIS TOOL WKS INC COM 452308109 7905 38774 SH SOLE 38774 0 0 INTEL CORP COM 458140100 9224 185142 SH SOLE 185142 0 0 INTUIT COM 461202103 348 916 SH SOLE 916 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 214 3804 SH SOLE 3804 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 726 5454 SH SOLE 5454 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 405 2681 SH SOLE 2681 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1147 3656 SH SOLE 3656 0 0 ISHARES INC MSCI GBL MIN VOL 464286525 206 2125 SH SOLE 2125 0 0 ISHARES TR CORE MSCI EAFE 46432F842 265 3835 SH SOLE 3835 0 0 ISHARES TR CORE S&P SCP ETF 464287804 68926 750008 SH SOLE 750008 0 0 ISHARES TR CORE S&P500 ETF 464287200 54252 144521 SH SOLE 144521 0 0 ISHARES TR EAFE GRWTH ETF 464288885 584 5787 SH SOLE 5787 0 0 ISHARES TR EAFE SML CP ETF 464288273 1187 17362 SH SOLE 17362 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 219 3964 SH SOLE 3964 0 0 ISHARES TR MRNGSTR LG-CP ET 464287127 3103 14312 SH SOLE 14312 0 0 ISHARES TR MSCI EAFE ETF 464287465 662 9070 SH SOLE 9070 0 0 ISHARES TR NATIONAL MUN ETF 464288414 910 7761 SH SOLE 7761 0 0 ISHARES TR RUS 1000 ETF 464287622 2173 10258 SH SOLE 10258 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 827 2886 SH SOLE 2886 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1221 9268 SH SOLE 9268 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2071 10562 SH SOLE 10562 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 976 15288 SH SOLE 15288 0 0 ISHARES TR S&P 500 VAL ETF 464287408 722 5643 SH SOLE 5643 0 0 ISHARES TR S&P SML 600 GWT 464287887 315 2759 SH SOLE 2759 0 0 ISHARES TR SELECT DIVID ETF 464287168 337 3499 SH SOLE 3499 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 578 5342 SH SOLE 5342 0 0 JOHNSON & JOHNSON COM 478160104 1379 8765 SH SOLE 8765 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 9282 70274 SH SOLE 70274 0 0 LOWES COS INC COM 548661107 449 2800 SH SOLE 2800 0 0 MANHATTAN ASSOCS INC COM 562750109 5125 48729 SH SOLE 48729 0 0 MARRIOTT INTL INC NEW CL A 571903202 4632 35116 SH SOLE 35116 0 0 MASTERCARD INCORPORATED CL A 57636Q104 12900 36141 SH SOLE 36141 0 0 MAXIMUS INC COM 577933104 5405 73849 SH SOLE 73849 0 0 MCDONALDS CORP COM 580135101 361 1682 SH SOLE 1682 0 0 MERCK & CO. 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