0001085146-23-001284.txt : 20230214
0001085146-23-001284.hdr.sgml : 20230214
20230214153020
ACCESSION NUMBER: 0001085146-23-001284
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230214
DATE AS OF CHANGE: 20230214
EFFECTIVENESS DATE: 20230214
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: 23627955
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
X0202
13F-HR
LIVE
false
false
false
0001511985
XXXXXXXX
12-31-2022
12-31-2022
false
West Coast Financial LLC
1435 ANACAPA STREET
SANTA BARBARA
CA
93101
13F HOLDINGS REPORT
028-14093
N
Clay Murdy
Chief Compliance Officer
805-962-9131
/s/ Clay Murdy
Santa Barbara
CA
02-14-2023
0
127
589988884
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
435539
2695
SH
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0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
BBG001SCXK90
6049942
22672
SH
SOLE
22672
0
0
AFLAC INC
COM
001055102
BBG001S5NGJ4
803137
11163
SH
SOLE
11163
0
0
ALBANY INTL CORP
CL A
012348108
BBG001S5VKN1
4242080
43027
SH
SOLE
43027
0
0
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
12240677
138736
SH
SOLE
138736
0
0
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
919775
10366
SH
SOLE
10366
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
BBG001S5NPQ6
420966
1987
SH
SOLE
1987
0
0
AMGEN INC
COM
031162100
BBG001S5NNL6
6386633
24317
SH
SOLE
24317
0
0
AMN HEALTHCARE SVCS INC
COM
001744101
BBG001S6Q193
9979915
97062
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0
AMPHENOL CORP NEW
CL A
032095101
BBG001S5NSK6
6127214
80473
SH
SOLE
80473
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0
APARTMENT INCOME REIT CORP
COM
03750L109
BBG00XK3WWB0
2584842
75337
SH
SOLE
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0
0
APPLE INC
COM
037833100
BBG001S5N8V8
19812996
152489
SH
SOLE
152489
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0
APPLIED MATLS INC
COM
038222105
BBG001S5NMM7
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12363
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AVALONBAY CMNTYS INC
COM
053484101
BBG001S7J2H8
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2026
SH
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AZENTA INC
COM
114340102
BBG001S8F1B8
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0
BECTON DICKINSON & CO
COM
075887109
BBG001S5P374
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
11922613
38597
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BHP GROUP LTD
SPONSORED ADS
088606108
BBG001S5P5K4
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BRISTOL-MYERS SQUIBB CO
COM
110122108
BBG001S8N8J6
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4054
SH
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4054
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0
CAMPBELL SOUP CO
COM
134429109
BBG001S5Q2B0
10374487
182810
SH
SOLE
182810
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0
CAVCO INDS INC DEL
COM
149568107
BBG001SJQBM8
520375
2300
SH
SOLE
2300
0
0
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
506216
2820
SH
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0
CISCO SYS INC
COM
17275R102
BBG001S6HC62
5199752
109146
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109146
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0
COLGATE PALMOLIVE CO
COM
194162103
BBG001S5PVM5
461000
5851
SH
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5851
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0
COPART INC
COM
217204106
BBG001S7MTB1
308530
5067
SH
SOLE
5067
0
0
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
1574036
3448
SH
SOLE
3448
0
0
CUMMINS INC
COM
231021106
BBG001S5Q9M3
8996912
37132
SH
SOLE
37132
0
0
DIAGEO PLC
SPON ADR NEW
25243Q205
BBG001S7V596
2214367
12427
SH
SOLE
12427
0
0
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
6691830
77023
SH
SOLE
77023
0
0
DROPBOX INC
CL A
26210C104
BBG001TFLWN3
5333781
238328
SH
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0
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
271007
2457
SH
SOLE
2457
0
0
FEDEX CORP
COM
31428X106
BBG001S5R3M5
270080
1559
SH
SOLE
1559
0
0
FISERV INC
COM
337738108
BBG001S5R6Q4
238828
2363
SH
SOLE
2363
0
0
GENERAL MLS INC
COM
370334104
BBG001S5RKR2
323829
3862
SH
SOLE
3862
0
0
GENTEX CORP
COM
371901109
BBG001S5RMR8
5320041
195087
SH
SOLE
195087
0
0
GILEAD SCIENCES INC
COM
375558103
BBG001S6Y1X7
293178
3415
SH
SOLE
3415
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0
GRAINGER W W INC
COM
384802104
BBG001S5RRD2
5212190
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SH
SOLE
9370
0
0
HERSHEY CO
COM
427866108
BBG001S5S148
457230
1974
SH
SOLE
1974
0
0
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
6850992
21689
SH
SOLE
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0
0
HOULIHAN LOKEY INC
CL A
441593100
BBG001SFVN99
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114544
SH
SOLE
114544
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0
HUNT J B TRANS SVCS INC
COM
445658107
BBG001S5SFY4
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SH
SOLE
28963
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0
IDEXX LABS INC
COM
45168D104
BBG001S5S4Y9
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SH
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0
ILLINOIS TOOL WKS INC
COM
452308109
BBG001S5SDX0
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SH
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INTEL CORP
COM
458140100
BBG001S5SF65
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INVESCO DB COMMDY INDX TRCK
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BBG001SNZTS4
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BBG001V18CG8
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SR LN ETF
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BBG001V0MBC0
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FTSE RAFI 1000
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BBG001S6H5N8
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BBG001SPSDJ2
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INVESCO QQQ TR
UNIT SER 1
46090E103
BBG001S9GN63
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ISHARES TR
CORE S&P SCP ETF
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BBG001SFC7W9
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SH
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ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
60043999
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ISHARES TR
EAFE GRWTH ETF
464288885
BBG001SP62C7
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ISHARES TR
EAFE SML CP ETF
464288273
BBG001SYVWS7
776826
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SH
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0
ISHARES TR
JPMORGAN USD EMG
464288281
BBG001SQS9Y2
221842
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ISHARES TR
MBS ETF
464288588
BBG001SSD8B1
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SH
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ISHARES TR
MORNINGSTR US EQ
464287127
BBG001SBR743
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ISHARES TR
MSCI EAFE ETF
464287465
BBG001SG09V7
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SH
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ISHARES TR
NATIONAL MUN ETF
464288414
BBG001SZV978
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RUS 1000 ETF
464287622
BBG001S562W9
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ISHARES TR
RUS 2000 GRW ETF
464287648
BBG001S562F8
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SH
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ISHARES TR
RUS 2000 VAL ETF
464287630
BBG001S56277
1141947
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SH
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ISHARES TR
RUSSELL 2000 ETF
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BBG001SFC7Y7
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SH
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ISHARES TR
S&P 500 GRWT ETF
464287309
BBG001S561Q8
589095
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SH
SOLE
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ISHARES TR
S&P 500 VAL ETF
464287408
BBG001S561K4
3273021
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SH
SOLE
22561
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ISHARES TR
S&P SML 600 GWT
464287887
BBG001SFQL44
235809
2182
SH
SOLE
2182
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ISHARES TR
SELECT DIVID ETF
464287168
BBG001SDJVG2
410884
3407
SH
SOLE
3407
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
BBG001SLS4Q3
287785
2760
SH
SOLE
2760
0
0
JOHN BEAN TECHNOLOGIES CORP
COM
477839104
BBG001SQLKR2
6372368
69773
SH
SOLE
69773
0
0
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
6336238
35868
SH
SOLE
35868
0
0
KADANT INC
COM
48282T104
BBG001S8PRM8
4130182
23251
SH
SOLE
23251
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
BBG0059FN820
12966422
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SH
SOLE
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0
0
KROGER CO
COM
501044101
BBG001S5SN40
6034342
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SH
SOLE
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0
0
LOWES COS INC
COM
548661107
BBG001S5SVL3
323566
1624
SH
SOLE
1624
0
0
LUCID GROUP INC
COM
549498103
BBG00W7F99W4
68300
10000
SH
SOLE
10000
0
0
MANHATTAN ASSOCIATES INC
COM
562750109
BBG001S71S35
6193342
51016
SH
SOLE
51016
0
0
MARSH & MCLENNAN COS INC
COM
571748102
BBG001S5T7M4
9577474
57876
SH
SOLE
57876
0
0
MASTEC INC
COM
576323109
BBG001S95HF8
3315582
38856
SH
SOLE
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0
0
MASTERCARD INCORPORATED
CL A
57636Q104
BBG001SKNNS6
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36302
SH
SOLE
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0
MAXIMUS INC
COM
577933104
BBG001S6G4K5
5788144
78932
SH
SOLE
78932
0
0
MCDONALDS CORP
COM
580135101
BBG001S5T110
279605
1061
SH
SOLE
1061
0
0
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
6118730
55148
SH
SOLE
55148
0
0
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
3387571
28150
SH
SOLE
28150
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
13593082
56680
SH
SOLE
56680
0
0
NEXTERA ENERGY INC
COM
65339F101
BBG001S5RB29
1414791
16923
SH
SOLE
16923
0
0
NIKE INC
CL B
654106103
BBG001S6NTK2
702528
6004
SH
SOLE
6004
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
BBG001SF5LW6
338023
3726
SH
SOLE
3726
0
0
OMNICELL COM
COM
68213N109
BBG001SF6Z45
256638
5090
SH
SOLE
5090
0
0
ORACLE CORP
COM
68389X105
BBG001S5SJG6
271704
3324
SH
SOLE
3324
0
0
PEPSICO INC
COM
713448108
BBG001S695T1
13800392
76388
SH
SOLE
76388
0
0
PIMCO ETF TR
BROAD US TIPS
72201R403
BBG001T5HFT1
386296
7147
SH
SOLE
7147
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
BBG001S5V4Y5
6469156
132023
SH
SOLE
132023
0
0
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
542450
3579
SH
SOLE
3579
0
0
PROSHARES TR
S&P 500 DV ARIST
74348A467
BBG005D266P2
294087
3268
SH
SOLE
3268
0
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PUBLIC STORAGE
COM
74460D109
BBG001S5TH79
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SH
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RESMED INC
COM
761152107
BBG001SBGRC2
7039495
33822
SH
SOLE
33822
0
0
ROYAL BK CDA SUSTAINABL
COM
780087102
BBG001S60869
207126
2203
SH
SOLE
2203
0
0
S&P GLOBAL INC
COM
78409V104
BBG001S5T5M8
5418293
16176
SH
SOLE
16176
0
0
SCHWAB CHARLES CORP
COM
808513105
BBG001S5VXD4
305172
3665
SH
SOLE
3665
0
0
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
BBG001T9F7C1
15972181
324440
SH
SOLE
324440
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
BBG001T9F795
17599264
364827
SH
SOLE
364827
0
0
SEI INVTS CO
COM
784117103
BBG001S5VZJ3
2856980
49004
SH
SOLE
49004
0
0
SNAP ON INC
COM
833034101
BBG001S5W688
4979309
21792
SH
SOLE
21792
0
0
SPDR SER TR
SPDR S&P 500 ETF
78468R796
BBG00BKMB118
543670
5824
SH
SOLE
5824
0
0
STARBUCKS CORP
COM
855244109
BBG001S72KH6
2467092
24869
SH
SOLE
24869
0
0
STERIS PLC
SHS USD
G8473T100
BBG00MRHG532
643645
3485
SH
SOLE
3485
0
0
TARGET CORP
COM
87612E106
BBG001SC0K41
4020727
26977
SH
SOLE
26977
0
0
TERADYNE INC
COM
880770102
BBG001S5WMZ3
3705032
42415
SH
SOLE
42415
0
0
THOR INDS INC
COM
885160101
BBG001S5WPH6
2702173
35795
SH
SOLE
35795
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
6717548
12670
SH
SOLE
12670
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
BBG001SHTTS4
234208
1099
SH
SOLE
1099
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
BBG001SHTTQ6
257642
1479
SH
SOLE
1479
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
BBG001SHTTV0
617429
3364
SH
SOLE
3364
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
2737643
14318
SH
SOLE
14318
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
403314
2656
SH
SOLE
2656
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
BBG001SSPWL4
2294332
54666
SH
SOLE
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0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
BBG001SS0V24
339996
3142
SH
SOLE
3142
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
BBG001SHVR32
203401
820
SH
SOLE
820
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
232626
5904
SH
SOLE
5904
0
0
VISA INC
COM CL A
92826C839
BBG001SRCFY3
1414846
6810
SH
SOLE
6810
0
0
VONTIER CORPORATION
COM
928881101
BBG00RRGSKH2
4075095
210817
SH
SOLE
210817
0
0
WASTE MGMT INC DEL
COM
94106L109
BBG001S5XH47
8878624
56595
SH
SOLE
56595
0
0
WILLIAMS SONOMA INC
COM
969904101
BBG001SBW7S1
4830475
42033
SH
SOLE
42033
0
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
BBG001SHKNX0
258180
3000
SH
SOLE
3000
0
0
YUM BRANDS INC
COM
988498101
BBG001S7JQ30
324683
2535
SH
SOLE
2535
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
BBG001S6SX73
4952303
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SH
SOLE
19314
0
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ZOETIS INC
CL A
98978V103
BBG0039320P7
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SH
SOLE
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0
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