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 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