0001085146-13-001334.txt : 20130809
0001085146-13-001334.hdr.sgml : 20130809
20130808183956
ACCESSION NUMBER: 0001085146-13-001334
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130630
FILED AS OF DATE: 20130809
DATE AS OF CHANGE: 20130808
EFFECTIVENESS DATE: 20130809
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: 131023559
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
06-30-2013
06-30-2013
false
West Coast Financial LLC
1525 STATE STREET
SUITE 104
SANTA BARBARA
CA
93101
13F HOLDINGS REPORT
028-14093
N
Brian D. Lloyd
Principal/Managing Member
805-962-9131
/s/ Brian D. Lloyd
Santa Barbara
CA
08-08-2013
0
90
183457
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
2877
26310
SH
SOLE
26310
0
0
ABB LTD
SPONSORED ADR
000375204
1820
84030
SH
SOLE
84030
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2593
36029
SH
SOLE
36029
0
0
AFLAC INC
COM
001055102
3205
55153
SH
SOLE
55153
0
0
ALLERGAN INC
COM
018490102
2155
25576
SH
SOLE
25576
0
0
AMERICA MOVIL SAB DE CV
SPON ADR L SHS
02364W105
965
44357
SH
SOLE
44357
0
0
APPLE INC
COM
037833100
4265
10757
SH
SOLE
10757
0
0
AT&T INC
COM
00206R102
2371
66974
SH
SOLE
66974
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
3371
48955
SH
SOLE
48955
0
0
BARD C R INC
COM
067383109
2125
19549
SH
SOLE
19549
0
0
BECTON DICKINSON & CO
COM
075887109
2703
27348
SH
SOLE
27348
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3889
34745
SH
SOLE
34745
0
0
BHP BILLITON LTD
SPONSORED ADR
088606108
1115
19340
SH
SOLE
19340
0
0
BOEING CO
COM
097023105
3662
35743
SH
SOLE
35743
0
0
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
1650
33215
SH
SOLE
33215
0
0
CHEVRON CORP NEW
COM
166764100
708
5987
SH
SOLE
5987
0
0
CLAYMORE EXCHANGE TRD FD TR
GUG BLT2016 HY
18383M415
238
9170
SH
SOLE
9170
0
0
CLAYMORE EXCHANGE TRD FD TR
GUGG BULL 2015
18383M423
374
14265
SH
SOLE
14265
0
0
CLOROX CO DEL
COM
189054109
2614
31439
SH
SOLE
31439
0
0
COCA COLA CO
COM
191216100
303
7553
SH
SOLE
7553
0
0
COLGATE PALMOLIVE CO
COM
194162103
2941
51337
SH
SOLE
51337
0
0
CONOCOPHILLIPS
COM
20825C104
2779
45936
SH
SOLE
45936
0
0
COPART INC
COM
217204106
2604
84555
SH
SOLE
84555
0
0
COSTCO WHSL CORP NEW
COM
22160K105
683
6174
SH
SOLE
6174
0
0
CUMMINS INC
COM
231021106
3057
28185
SH
SOLE
28185
0
0
DIAGEO P L C
SPON ADR NEW
25243Q205
2338
20338
SH
SOLE
20338
0
0
EMERSON ELEC CO
COM
291011104
2598
47640
SH
SOLE
47640
0
0
EXPEDITORS INTL WASH INC
COM
302130109
1219
32055
SH
SOLE
32055
0
0
EXXON MOBIL CORP
COM
30231G102
3467
38376
SH
SOLE
38376
0
0
GENERAL ELECTRIC CO
COM
369604103
202
8721
SH
SOLE
8721
0
0
GOOGLE INC
CL A
38259P508
3447
3915
SH
SOLE
3915
0
0
IDEXX LABS INC
COM
45168D104
2844
31707
SH
SOLE
31707
0
0
INTEL CORP
COM
458140100
3014
124388
SH
SOLE
124388
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
3382
17698
SH
SOLE
17698
0
0
ISHARES TR
CORE S&P500 ETF
464287200
2294
14260
SH
SOLE
14260
0
0
ISHARES TR
MSCI EMERG MKT
464287234
1435
37285
SH
SOLE
37285
0
0
ISHARES TR
MSCI EAFE INDEX
464287465
1962
34241
SH
SOLE
34241
0
0
ISHARES TR
RUSSELL 1000
464287622
1111
12354
SH
SOLE
12354
0
0
ISHARES TR
RUSL 2000 VALU
464287630
2099
24440
SH
SOLE
24440
0
0
ISHARES TR
RUSL 2000 GROW
464287648
340
3050
SH
SOLE
3050
0
0
ISHARES TR
RUSSELL 2000
464287655
856
8823
SH
SOLE
8823
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
8654
95824
SH
SOLE
95824
0
0
ISHARES TR
MSCI SMALL CAP
464288273
3137
74806
SH
SOLE
74806
0
0
JOHNSON & JOHNSON
COM
478160104
582
6779
SH
SOLE
6779
0
0
KIMBERLY CLARK CORP
COM
494368103
301
3099
SH
SOLE
3099
0
0
KONINKLIJKE PHILIPS N V
NY REG SH NEW
500472303
1559
57344
SH
SOLE
57344
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
212
2115
SH
SOLE
2115
0
0
LEGG MASON INC
COM
524901105
2297
74070
SH
SOLE
74070
0
0
LINDSAY CORP
COM
535555106
1473
19640
SH
SOLE
19640
0
0
MANTECH INTL CORP
CL A
564563104
1720
65845
SH
SOLE
65845
0
0
MASTERCARD INC
CL A
57636Q104
4536
7896
SH
SOLE
7896
0
0
MCDONALDS CORP
COM
580135101
272
2745
SH
SOLE
2745
0
0
MEDTRONIC INC
COM
585055106
851
16532
SH
SOLE
16532
0
0
NEXTERA ENERGY INC
COM
65339F101
2561
31430
SH
SOLE
31430
0
0
NICE SYS LTD
SPONSORED ADR
653656108
1104
29940
SH
SOLE
29940
0
0
NIKE INC
CL B
654106103
2923
45907
SH
SOLE
45907
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
2135
30192
SH
SOLE
30192
0
0
NOVATEL WIRELESS INC
COM NEW
66987M604
3520
891159
SH
SOLE
891159
0
0
OMNICELL INC
COM
68213N109
2866
139460
SH
SOLE
139460
0
0
ONEOK INC NEW
COM
682680103
1746
42263
SH
SOLE
42263
0
0
PEPSICO INC
COM
713448108
3608
44109
SH
SOLE
44109
0
0
PFIZER INC
COM
717081103
242
8633
SH
SOLE
8633
0
0
PHILIP MORRIS INTL INC
COM
718172109
319
3680
SH
SOLE
3680
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
1987
64945
SH
SOLE
64945
0
0
PROCTER & GAMBLE CO
COM
742718109
376
4887
SH
SOLE
4887
0
0
QUALCOMM INC
COM
747525103
2906
47566
SH
SOLE
47566
0
0
QUALITY SYS INC
COM
747582104
2437
130260
SH
SOLE
130260
0
0
RAYONIER INC
COM
754907103
1055
19049
SH
SOLE
19049
0
0
RESMED INC
COM
761152107
3588
79505
SH
SOLE
79505
0
0
ROYAL BK CDA MONTREAL QUE
COM
780087102
343
5875
SH
SOLE
5875
0
0
SAP AG
SPON ADR
803054204
2039
27996
SH
SOLE
27996
0
0
SCHLUMBERGER LTD
COM
806857108
1752
24447
SH
SOLE
24447
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
2941
138550
SH
SOLE
138550
0
0
SIEMENS A G
SPONSORED ADR
826197501
1617
15960
SH
SOLE
15960
0
0
SIGMA ALDRICH CORP
COM
826552101
779
9690
SH
SOLE
9690
0
0
SNAP ON INC
COM
833034101
2637
29505
SH
SOLE
29505
0
0
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
368
12765
SH
SOLE
12765
0
0
STARBUCKS CORP
COM
855244109
3251
49621
SH
SOLE
49621
0
0
STATOIL ASA
SPONSORED ADR
85771P102
1288
62272
SH
SOLE
62272
0
0
STERIS CORP
COM
859152100
2675
62390
SH
SOLE
62390
0
0
SYNAPTICS INC
COM
87157D109
2231
57865
SH
SOLE
57865
0
0
TCF FINL CORP
COM
872275102
252
17794
SH
SOLE
17794
0
0
TELEFLEX INC
COM
879369106
2897
37390
SH
SOLE
37390
0
0
UNDER ARMOUR INC
CL A
904311107
2490
41708
SH
SOLE
41708
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
698
17992
SH
SOLE
17992
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM GOV
92206C706
204
3210
SH
SOLE
3210
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
831
16513
SH
SOLE
16513
0
0
WABTEC CORP
COM
929740108
3813
71368
SH
SOLE
71368
0
0
WALGREEN CO
COM
931422109
3111
70376
SH
SOLE
70376
0
0
WELLS FARGO & CO NEW
COM
949746101
598
14490
SH
SOLE
14490
0
0