Chief Compliance Officer

0001085146-23-002125.txt : 20230508 0001085146-23-002125.hdr.sgml : 20230508 20230508172533 ACCESSION NUMBER: 0001085146-23-002125 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23899052 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 03-31-2023 03-31-2023 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 05-08-2023 0 134 653543814 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 248617 1560 SH SOLE 1560 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 6407605 22419 SH SOLE 22419 0 0 AFLAC INC COM 001055102 BBG001S5NGJ4 681847 10567 SH SOLE 10567 0 0 ALBANY INTL CORP CL A 012348108 BBG001S5VKN1 3887134 43499 SH SOLE 43499 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 14423449 139048 SH SOLE 139048 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1012960 9740 SH SOLE 9740 0 0 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 322449 1578 SH SOLE 1578 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 5907906 24438 SH SOLE 24438 0 0 AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 8026131 96747 SH SOLE 96747 0 0 AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 6417687 78532 SH SOLE 78532 0 0 APARTMENT INCOME REIT CORP 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3458 SH SOLE 3458 0 0 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 BBG001V0MBC0 483730 23256 SH SOLE 23256 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 701434 4474 SH SOLE 4474 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 BBG001SPSDJ2 244312 1485 SH SOLE 1485 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 939362 2927 SH SOLE 2927 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 78177859 808457 SH SOLE 808457 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 55713812 135530 SH SOLE 135530 0 0 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 297434 3175 SH SOLE 3175 0 0 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 498039 8369 SH SOLE 8369 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 399287 5558 SH SOLE 5558 0 0 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 289595 8520 SH SOLE 8520 0 0 ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 227601 2637 SH SOLE 2637 0 0 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 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TARGET CORP COM 87612E106 BBG001SC0K41 4464132 26952 SH SOLE 26952 0 0 TERADYNE INC COM 880770102 BBG001S5WMZ3 4690563 43629 SH SOLE 43629 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 5859966 12399 SH SOLE 12399 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 274135 1099 SH SOLE 1099 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 276292 1479 SH SOLE 1479 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 619103 3266 SH SOLE 3266 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2797138 13704 SH SOLE 13704 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 409051 2656 SH SOLE 2656 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 2506077 55481 SH SOLE 55481 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 308482 2924 SH SOLE 2924 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 376468 7190 SH SOLE 7190 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 225454 5797 SH SOLE 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