0001085146-19-001231.txt : 20190422
0001085146-19-001231.hdr.sgml : 20190422
20190422165954
ACCESSION NUMBER: 0001085146-19-001231
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190422
DATE AS OF CHANGE: 20190422
EFFECTIVENESS DATE: 20190422
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: 19759945
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
true
false
0001511985
XXXXXXXX
03-31-2019
03-31-2019
false
West Coast Financial LLC
1525 STATE STREET
SUITE 104
SANTA BARBARA
CA
93101
13F HOLDINGS REPORT
028-14093
N
Brian Lloyd
Chief Compliance Officer
805-962-9131
/s/ Brian Lloyd
Santa Barbara
CA
04-18-2019
0
114
423576
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
4115
19803
SH
SOLE
19803
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1731
9833
SH
SOLE
9833
0
0
ACUITY BRANDS INC
COM
00508Y102
6216
51799
SH
SOLE
51799
0
0
AFLAC INC
COM
001055102
10324
206471
SH
SOLE
206471
0
0
ALLERGAN PLC
SHS
G0177J108
4568
31200
SH
SOLE
31200
0
0
ALPHABET INC
CAP STK CL C
02079K107
915
780
SH
SOLE
780
0
0
ALPHABET INC
CAP STK CL A
02079K305
8004
6801
SH
SOLE
6801
0
0
AMERICAN EAGLE OUTFITTERS IN
COM
02553E106
5859
264277
SH
SOLE
264277
0
0
AMGEN INC
COM
031162100
332
1749
SH
SOLE
1749
0
0
AMN HEALTHCARE SERVICES INC
COM
001744101
7029
149266
SH
SOLE
149266
0
0
APPLE INC
COM
037833100
13951
73447
SH
SOLE
73447
0
0
APPLIED MATLS INC
COM
038222105
7044
177619
SH
SOLE
177619
0
0
AT&T INC
COM
00206R102
325
10369
SH
SOLE
10369
0
0
BECTON DICKINSON & CO
COM
075887109
9664
38698
SH
SOLE
38698
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
10751
53519
SH
SOLE
53519
0
0
BHP GROUP LTD
SPONSORED ADS
088606108
205
3750
SH
SOLE
3750
0
0
BOEING CO
COM
097023105
1470
3855
SH
SOLE
3855
0
0
CAVCO INDS INC DEL
COM
149568107
2880
24506
SH
SOLE
24506
0
0
CERNER CORP
COM
156782104
7369
128810
SH
SOLE
128810
0
0
CHEVRON CORP NEW
COM
166764100
1029
8357
SH
SOLE
8357
0
0
COCA COLA CO
COM
191216100
285
6088
SH
SOLE
6088
0
0
COLGATE PALMOLIVE CO
COM
194162103
514
7504
SH
SOLE
7504
0
0
COPART INC
COM
217204106
486
8017
SH
SOLE
8017
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1462
6038
SH
SOLE
6038
0
0
CUMMINS INC
COM
231021106
7207
45652
SH
SOLE
45652
0
0
DIAGEO P L C
SPON ADR NEW
25243Q205
2048
12520
SH
SOLE
12520
0
0
DISNEY WALT CO
COM DISNEY
254687106
7389
66549
SH
SOLE
66549
0
0
EBIX INC
COM NEW
278715206
2704
54770
SH
SOLE
54770
0
0
EMERSON ELEC CO
COM
291011104
351
5128
SH
SOLE
5128
0
0
EXXON MOBIL CORP
COM
30231G102
6344
78515
SH
SOLE
78515
0
0
FEDEX CORP
COM
31428X106
4888
26947
SH
SOLE
26947
0
0
GENTEX CORP
COM
371901109
4586
221744
SH
SOLE
221744
0
0
GEOSPACE TECHNOLOGIES CORP
COM
37364X109
483
37340
SH
SOLE
37340
0
0
GILEAD SCIENCES INC
COM
375558103
205
3161
SH
SOLE
3161
0
0
HOME DEPOT INC
COM
437076102
260
1357
SH
SOLE
1357
0
0
HYSTER YALE MATLS HANDLING I
CL A
449172105
4482
71880
SH
SOLE
71880
0
0
IDEXX LABS INC
COM
45168D104
421
1881
SH
SOLE
1881
0
0
ILLINOIS TOOL WKS INC
COM
452308109
7134
49703
SH
SOLE
49703
0
0
INTEL CORP
COM
458140100
11517
214478
SH
SOLE
214478
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
222
1572
SH
SOLE
1572
0
0
INTUIT
COM
461202103
270
1034
SH
SOLE
1034
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
634
4968
SH
SOLE
4968
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
1091
9622
SH
SOLE
9622
0
0
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
30573
580787
SH
SOLE
580787
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
793
4413
SH
SOLE
4413
0
0
ISHARES INC
MIN VOL GBL ETF
464286525
414
4625
SH
SOLE
4625
0
0
ISHARES TR
MRNGSTR LG-CP ET
464287127
5024
31396
SH
SOLE
31396
0
0
ISHARES TR
SELECT DIVID ETF
464287168
534
5436
SH
SOLE
5436
0
0
ISHARES TR
CORE S&P500 ETF
464287200
10544
37053
SH
SOLE
37053
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
775
4496
SH
SOLE
4496
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
916
8125
SH
SOLE
8125
0
0
ISHARES TR
MSCI EAFE ETF
464287465
1477
22768
SH
SOLE
22768
0
0
ISHARES TR
RUS 1000 ETF
464287622
1660
10552
SH
SOLE
10552
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
1672
13949
SH
SOLE
13949
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
523
2660
SH
SOLE
2660
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1887
12329
SH
SOLE
12329
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
57465
744851
SH
SOLE
744851
0
0
ISHARES TR
S&P SML 600 GWT
464287887
276
1548
SH
SOLE
1548
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
1432
13509
SH
SOLE
13509
0
0
ISHARES TR
EAFE SML CP ETF
464288273
1553
27029
SH
SOLE
27029
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
1110
9981
SH
SOLE
9981
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
495
6395
SH
SOLE
6395
0
0
ISHARES TR
MIN VOL EAFE ETF
46429B689
388
5395
SH
SOLE
5395
0
0
JOHNSON & JOHNSON
COM
478160104
1282
9171
SH
SOLE
9171
0
0
LAM RESEARCH CORP
COM
512807108
433
2418
SH
SOLE
2418
0
0
LEGG MASON INC
COM
524901105
3559
130051
SH
SOLE
130051
0
0
LOWES COS INC
COM
548661107
334
3050
SH
SOLE
3050
0
0
MANHATTAN ASSOCS INC
COM
562750109
4183
75901
SH
SOLE
75901
0
0
MARRIOTT INTL INC NEW
CL A
571903202
7223
57743
SH
SOLE
57743
0
0
MASTERCARD INC
CL A
57636Q104
13823
58707
SH
SOLE
58707
0
0
MAXIMUS INC
COM
577933104
7206
101519
SH
SOLE
101519
0
0
MCDONALDS CORP
COM
580135101
346
1823
SH
SOLE
1823
0
0
MICROSOFT CORP
COM
594918104
1459
12369
SH
SOLE
12369
0
0
NEXTERA ENERGY INC
COM
65339F101
5024
25987
SH
SOLE
25987
0
0
NIKE INC
CL B
654106103
1206
14325
SH
SOLE
14325
0
0
NORDSTROM INC
COM
655664100
5858
132004
SH
SOLE
132004
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
393
4088
SH
SOLE
4088
0
0
OMNICELL INC
COM
68213N109
4352
53837
SH
SOLE
53837
0
0
PEPSICO INC
COM
713448108
1219
9947
SH
SOLE
9947
0
0
PFIZER INC
COM
717081103
205
4836
SH
SOLE
4836
0
0
POLARIS INDS INC
COM
731068102
5449
64537
SH
SOLE
64537
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
4427
85394
SH
SOLE
85394
0
0
PROCTER AND GAMBLE CO
COM
742718109
376
3618
SH
SOLE
3618
0
0
PROSHARES TR
S&P 500 DV ARIST
74348A467
451
6655
SH
SOLE
6655
0
0
PUBLIC STORAGE
COM
74460D109
813
3733
SH
SOLE
3733
0
0
RESMED INC
COM
761152107
5249
50481
SH
SOLE
50481
0
0
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
502
18086
SH
SOLE
18086
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
880
23631
SH
SOLE
23631
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
1103
29064
SH
SOLE
29064
0
0
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
2162
40197
SH
SOLE
40197
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
3226
64271
SH
SOLE
64271
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
226
2460
SH
SOLE
2460
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
605
1752
SH
SOLE
1752
0
0
SPDR SER TR
SSGA US SMAL ETF
78468R887
251
2740
SH
SOLE
2740
0
0
SPDR SERIES TRUST
BLMBRG BRC INTRM
78464A672
1444
23901
SH
SOLE
23901
0
0
STARBUCKS CORP
COM
855244109
8759
117830
SH
SOLE
117830
0
0
STERIS PLC
SHS USD
G8473T100
10592
82734
SH
SOLE
82734
0
0
SYNAPTICS INC
COM
87157D109
3169
79722
SH
SOLE
79722
0
0
TERADYNE INC
COM
880770102
3839
96356
SH
SOLE
96356
0
0
THE CHARLES SCHWAB CORPORATI
COM
808513105
6453
150914
SH
SOLE
150914
0
0
THOR INDS INC
COM
885160101
5388
86394
SH
SOLE
86394
0
0
US BANCORP DEL
COM NEW
902973304
342
7101
SH
SOLE
7101
0
0
VANGUARD GROUP
DIV APP ETF
921908844
273
2486
SH
SOLE
2486
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
222
2061
SH
SOLE
2061
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1131
7813
SH
SOLE
7813
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
737
18044
SH
SOLE
18044
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
318
3715
SH
SOLE
3715
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
442
2565
SH
SOLE
2565
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
846
14313
SH
SOLE
14313
0
0
VISA INC
COM CL A
92826C839
1131
7238
SH
SOLE
7238
0
0
WABTEC CORP
COM
929740108
264
3576
SH
SOLE
3576
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
5642
89167
SH
SOLE
89167
0
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
217
3000
SH
SOLE
3000
0
0
YUM BRANDS INC
COM
988498101
267
2675
SH
SOLE
2675
0
0