0001085146-22-001447.txt : 20220420 0001085146-22-001447.hdr.sgml : 20220420 20220419202843 ACCESSION NUMBER: 0001085146-22-001447 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220420 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: 22836115 BUSINESS ADDRESS: STREET 1: 1435 ANACAPA STREET CITY: SANTA BARBARA STATE: CA ZIP: 93101 BUSINESS PHONE: 805-962-9131 MAIL ADDRESS: STREET 1: 1435 ANACAPA STREET CITY: SANTA BARBARA STATE: CA ZIP: 93101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001511985 XXXXXXXX 03-31-2022 03-31-2022 false West Coast Financial LLC

1435 ANACAPA STREET SANTA BARBARA CA 93101

13F HOLDINGS REPORT 028-14093 N Clay Murdy 805-962-9131 /s/ Clay Murdy Santa Barbara CA 04-19-2022 0 135 651064 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 405 2496 SH SOLE 2496 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2593 7689 SH SOLE 7689 0 0 ACUITY BRANDS INC COM 00508Y102 5540 29265 SH SOLE 29265 0 0 ADAPTHEALTH CORP COMMON STOCK 00653Q102 297 18500 SH SOLE 18500 0 0 AFLAC INC COM 001055102 12290 190863 SH SOLE 190863 0 0 ALBANY INTL CORP CL A 012348108 6786 80479 SH SOLE 80479 0 0 ALIGN TECHNOLOGY INC COM 016255101 9529 21856 SH SOLE 21856 0 0 ALPHABET INC CAP STK CL A 02079K305 18646 6704 SH SOLE 6704 0 0 ALPHABET INC CAP STK CL C 02079K107 1394 499 SH SOLE 499 0 0 AMAZON COM INC COM 023135106 215 66 SH SOLE 66 0 0 AMGEN INC COM 031162100 5665 23425 SH SOLE 23425 0 0 AMN HEALTHCARE SVCS INC COM 001744101 9906 94944 SH SOLE 94944 0 0 APPLE INC COM 037833100 26507 151805 SH SOLE 151805 0 0 APPLIED MATLS INC COM 038222105 14278 108329 SH SOLE 108329 0 0 BECTON DICKINSON & CO COM 075887109 6513 24484 SH SOLE 24484 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10286 29146 SH SOLE 29146 0 0 BHP GROUP LTD SPONSORED ADS 088606108 438 5671 SH SOLE 5671 0 0 BOEING CO COM 097023105 436 2277 SH SOLE 2277 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 291 3988 SH SOLE 3988 0 0 CAMPBELL SOUP CO COM 134429109 4853 108882 SH SOLE 108882 0 0 CAVCO INDS INC DEL COM 149568107 8750 36329 SH SOLE 36329 0 0 CHEVRON CORP NEW COM 166764100 576 3535 SH SOLE 3535 0 0 CISCO SYS INC COM 17275R102 758 13589 SH SOLE 13589 0 0 COLGATE PALMOLIVE CO COM 194162103 552 7275 SH SOLE 7275 0 0 COPART INC COM 217204106 359 2864 SH SOLE 2864 0 0 COSTCO WHSL CORP NEW COM 22160K105 2031 3526 SH SOLE 3526 0 0 CUMMINS INC COM 231021106 7314 35661 SH SOLE 35661 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 2537 12490 SH SOLE 12490 0 0 DISNEY WALT CO COM 254687106 11086 80829 SH SOLE 80829 0 0 DROPBOX INC CL A 26210C104 5515 237208 SH SOLE 237208 0 0 EXXON MOBIL CORP COM 30231G102 209 2533 SH SOLE 2533 0 0 FEDEX CORP COM 31428X106 10688 46190 SH SOLE 46190 0 0 FLEXSHARES TR US QUALITY CAP 33939L746 212 4242 SH SOLE 4242 0 0 GENERAL MLS INC COM 370334104 230 3402 SH SOLE 3402 0 0 GENTEX CORP COM 371901109 5638 193274 SH SOLE 193274 0 0 HERSHEY CO COM 427866108 428 1974 SH SOLE 1974 0 0 HOME DEPOT INC COM 437076102 6378 21308 SH SOLE 21308 0 0 HOULIHAN LOKEY INC CL A 441593100 9803 111655 SH SOLE 111655 0 0 IDEXX LABS INC COM 45168D104 527 964 SH SOLE 964 0 0 ILLINOIS TOOL WKS INC COM 452308109 8526 40714 SH SOLE 40714 0 0 INTEL CORP COM 458140100 9635 194410 SH SOLE 194410 0 0 INTUIT COM 461202103 269 559 SH SOLE 559 0 0 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 326 12507 SH SOLE 12507 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 232 3454 SH SOLE 3454 0 0 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 569 26124 SH SOLE 26124 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 812 4754 SH SOLE 4754 0 0 INVESCO EXCHANGE TRADED FD 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SH SOLE 8301 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1681 8190 SH SOLE 8190 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1164 15236 SH SOLE 15236 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2339 15019 SH SOLE 15019 0 0 ISHARES TR S&P SML 600 GWT 464287887 269 2152 SH SOLE 2152 0 0 ISHARES TR SELECT DIVID ETF 464287168 449 3507 SH SOLE 3507 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 289 2760 SH SOLE 2760 0 0 ISHARES TR SP SMCP600VL ETF 464287879 276 2692 SH SOLE 2692 0 0 JOHNSON & JOHNSON COM 478160104 1723 9724 SH SOLE 9724 0 0 JPMORGAN CHASE & CO COM 46625H100 459 3369 SH SOLE 3369 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 11886 75240 SH SOLE 75240 0 0 LOWES COS INC COM 548661107 326 1613 SH SOLE 1613 0 0 MANHATTAN ASSOCIATES INC COM 562750109 6876 49571 SH SOLE 49571 0 0 MARRIOTT INTL INC NEW CL A 571903202 290 1650 SH SOLE 1650 0 0 MASTEC INC COM 576323109 3365 38639 SH SOLE 38639 0 0 MASTERCARD INCORPORATED CL A 57636Q104 10330 28904 SH SOLE 28904 0 0 MAXIMUS INC COM 577933104 5881 78465 SH SOLE 78465 0 0 MCDONALDS CORP COM 580135101 260 1051 SH SOLE 1051 0 0 MERCK & CO INC COM 58933Y105 8322 101429 SH SOLE 101429 0 0 META PLATFORMS INC CL A 30303M102 8300 37325 SH SOLE 37325 0 0 MICROSOFT CORP COM 594918104 16881 54754 SH SOLE 54754 0 0 MIDDLEBY CORP COM 596278101 5953 36312 SH SOLE 36312 0 0 NEXTERA ENERGY INC COM 65339F101 8497 100312 SH SOLE 100312 0 0 NIKE INC CL B 654106103 914 6795 SH SOLE 6795 0 0 NOVARTIS AG SPONSORED ADR 66987V109 345 3936 SH SOLE 3936 0 0 OMNICELL COM COM 68213N109 7397 57127 SH SOLE 57127 0 0 ORACLE CORP COM 68389X105 275 3324 SH SOLE 3324 0 0 PEPSICO INC COM 713448108 12095 72260 SH SOLE 72260 0 0 PERKINELMER INC COM 714046109 6583 37733 SH SOLE 37733 0 0 PFIZER INC COM 717081103 267 5163 SH SOLE 5163 0 0 PIMCO ETF TR BROAD US TIPS 72201R403 487 7694 SH SOLE 7694 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 7088 128515 SH SOLE 128515 0 0 PROCTER AND GAMBLE CO COM 742718109 522 3415 SH SOLE 3415 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 299 3148 SH SOLE 3148 0 0 PUBLIC STORAGE COM 74460D109 8046 20616 SH SOLE 20616 0 0 RESMED INC COM 761152107 8288 34177 SH SOLE 34177 0 0 ROYAL BK CDA COM 780087102 265 2400 SH SOLE 2400 0 0 SCHWAB CHARLES CORP COM 808513105 410 4862 SH SOLE 4862 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 14356 269591 SH SOLE 269591 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 12294 248170 SH SOLE 248170 0 0 SEI INVTS CO COM 784117103 2851 47350 SH SOLE 47350 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 200 1260 SH SOLE 1260 0 0 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 480 13663 SH SOLE 13663 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 222 7340 SH SOLE 7340 0 0 SPDR SER TR SPDR S&P 500 ETF 78468R796 644 5801 SH SOLE 5801 0 0 STARBUCKS CORP COM 855244109 7324 80510 SH SOLE 80510 0 0 STERIS PLC SHS USD G8473T100 969 4008 SH SOLE 4008 0 0 SYNAPTICS INC COM 87157D109 260 1301 SH SOLE 1301 0 0 TARGET CORP COM 87612E106 5272 24842 SH SOLE 24842 0 0 TERADYNE INC COM 880770102 8833 74710 SH SOLE 74710 0 0 THOR INDS INC COM 885160101 2724 34608 SH SOLE 34608 0 0 UNITED PARCEL SERVICE INC CL B 911312106 405 1888 SH SOLE 1888 0 0 UNITEDHEALTH GROUP INC COM 91324P102 204 400 SH SOLE 400 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 282 979 SH SOLE 979 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 250 1200 SH SOLE 1200 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 246 2266 SH SOLE 2266 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1290 6068 SH SOLE 6068 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3535 15527 SH SOLE 15527 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 228 4947 SH SOLE 4947 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 431 2656 SH SOLE 2656 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1667 34708 SH SOLE 34708 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 434 3867 SH SOLE 3867 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 211 831 SH SOLE 831 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 707 13881 SH SOLE 13881 0 0 VISA INC COM CL A 92826C839 1464 6602 SH SOLE 6602 0 0 VONTIER CORPORATION COM 928881101 5695 224316 SH SOLE 224316 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 325 7255 SH SOLE 7255 0 0 WALMART INC COM 931142103 207 1391 SH SOLE 1391 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 215 5664 SH SOLE 5664 0 0 WILLIAMS SONOMA INC COM 969904101 5980 41245 SH SOLE 41245 0 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 264 3000 SH SOLE 3000 0 0 YUM BRANDS INC COM 988498101 306 2580 SH SOLE 2580 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 7771 18784 SH SOLE 18784 0 0 ZOETIS INC CL A 98978V103 8728 46283 SH SOLE 46283 0 0