0001085146-24-004750.txt : 20241009 0001085146-24-004750.hdr.sgml : 20241009 20241009171055 ACCESSION NUMBER: 0001085146-24-004750 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241009 DATE AS OF CHANGE: 20241009 EFFECTIVENESS DATE: 20241009 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Coast Financial LLC CENTRAL INDEX KEY: 0001511985 ORGANIZATION NAME: IRS NUMBER: 261516464 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14093 FILM NUMBER: 241363292 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 09-30-2024 09-30-2024 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 10-09-2024 0 172 909100516 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 8680302 80492 SH SOLE 80492 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 355464 1800 SH SOLE 1800 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 12234563 34612 SH SOLE 34612 0 0 AFLAC INC COM 001055102 BBG001S5NGJ4 664656 5945 SH SOLE 5945 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 22437412 135287 SH SOLE 135287 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2042226 12215 SH SOLE 12215 0 0 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 278168 5450 SH SOLE 5450 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 301482 1618 SH SOLE 1618 0 0 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 1070969 3949 SH SOLE 3949 0 0 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 9992380 42967 SH SOLE 42967 0 0 AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 665251 1416 SH SOLE 1416 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 881526 2736 SH SOLE 2736 0 0 AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 207075 4885 SH SOLE 4885 0 0 AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 16202514 248657 SH SOLE 248657 0 0 APPLE INC COM 037833100 BBG001S5N8V8 37593928 161347 SH SOLE 161347 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1203868 5958 SH SOLE 5958 0 0 APTARGROUP INC COM 038336103 BBG001S78MT3 3438873 21467 SH SOLE 21467 0 0 AVALONBAY CMNTYS INC COM 053484101 BBG001S7J2H8 318729 1415 SH SOLE 1415 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 930651 3860 SH SOLE 3860 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 14255633 30973 SH SOLE 30973 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 210618 4071 SH SOLE 4071 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 416070 2412 SH SOLE 2412 0 0 CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 1166456 23844 SH SOLE 23844 0 0 CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 706596 1650 SH SOLE 1650 0 0 CHEMED CORP NEW COM 16359R103 BBG001S679X0 1801745 2998 SH SOLE 2998 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 351293 6601 SH SOLE 6601 0 0 CLOROX CO DEL COM 189054109 BBG001S5PX50 1613074 9902 SH SOLE 9902 0 0 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 576353 5552 SH SOLE 5552 0 0 COPART INC COM 217204106 BBG001S7MTB1 385874 7364 SH SOLE 7364 0 0 CORVEL CORP COM 221006109 BBG001S72ZL8 9820429 30042 SH SOLE 30042 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3115867 3515 SH SOLE 3515 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 1377295 4254 SH SOLE 4254 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 1356246 9664 SH SOLE 9664 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 644158 6697 SH SOLE 6697 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 9450626 143213 SH SOLE 143213 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 1996023 2253 SH SOLE 2253 0 0 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 251004 2295 SH SOLE 2295 0 0 ENCOMPASS HEALTH CORP COM 29261A100 BBG001S5Q5B3 4606887 47671 SH SOLE 47671 0 0 ENSIGN GROUP INC COM 29358P101 BBG001SPNL09 4803314 33398 SH SOLE 33398 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 504515 4304 SH SOLE 4304 0 0 FABRINET SHS G3323L100 BBG001SP57F4 4737075 20035 SH SOLE 20035 0 0 FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 433405 942 SH SOLE 942 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 349076 1275 SH SOLE 1275 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 411758 2292 SH SOLE 2292 0 0 FLEXSHARES TR US QUALITY CAP 33939L746 BBG00B2VYSM1 221136 3400 SH SOLE 3400 0 0 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 311671 1653 SH SOLE 1653 0 0 GENERAL MLS INC COM 370334104 BBG001S5RKR2 205155 2778 SH SOLE 2778 0 0 GENTEX CORP COM 371901109 BBG001S5RMR8 6299536 212177 SH SOLE 212177 0 0 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 366632 4373 SH SOLE 4373 0 0 GLOBAL X FDS GLBL X MLP ETF 37954Y343 BBG002WKD6P0 289463 6033 SH SOLE 6033 0 0 GRAINGER W W INC COM 384802104 BBG001S5RRD2 14894067 14338 SH SOLE 14338 0 0 HAEMONETICS CORP MASS COM 405024100 BBG001S6QB64 3792489 47182 SH SOLE 47182 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 BBG001SGX585 4129007 72135 SH SOLE 72135 0 0 HCI GROUP INC COM 40416E103 BBG001T2C2P6 3916905 36586 SH SOLE 36586 0 0 HENRY JACK & ASSOC INC COM 426281101 BBG001S5SHB5 8287802 46946 SH SOLE 46946 0 0 HERSHEY CO COM 427866108 BBG001S5S148 8789788 45833 SH SOLE 45833 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 9252615 22835 SH SOLE 22835 0 0 HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 3478130 22011 SH SOLE 22011 0 0 HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 5216360 30270 SH SOLE 30270 0 0 IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 457224 905 SH SOLE 905 0 0 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 12159420 46398 SH SOLE 46398 0 0 INGREDION INC COM 457187102 BBG001SBH4X9 4582466 33344 SH SOLE 33344 0 0 INTEL CORP COM 458140100 BBG001S5SF65 446155 19018 SH SOLE 19018 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 465856 2900 SH SOLE 2900 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 300227 1358 SH SOLE 1358 0 0 INTUIT COM 461202103 BBG001S6TWR2 265620 428 SH SOLE 428 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 228245 3182 SH SOLE 3182 0 0 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 BBG001V0MBC0 204911 9753 SH SOLE 9753 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 682503 16798 SH SOLE 16798 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 BBG001SPSDJ2 275892 6640 SH SOLE 6640 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1130500 6310 SH SOLE 6310 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1674503 3431 SH SOLE 3431 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 236313 3028 SH SOLE 3028 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 143954254 1230799 SH SOLE 1230799 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 64420960 111683 SH SOLE 111683 0 0 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 287103 2667 SH SOLE 2667 0 0 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 513843 7590 SH SOLE 7590 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 422028 5014 SH SOLE 5014 0 0 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 346311 8281 SH SOLE 8281 0 0 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 436800 3000 SH SOLE 3000 0 0 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 27423054 286223 SH SOLE 286223 0 0 ISHARES TR MORNINGSTR US EQ 464287127 BBG001SBR743 1540163 19439 SH SOLE 19439 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 9604069 114840 SH SOLE 114840 0 0 ISHARES TR MSCI USA ESG SLC 464288802 BBG001SN86J4 481360 3999 SH SOLE 3999 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 422245 3887 SH SOLE 3887 0 0 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 2917854 9281 SH SOLE 9281 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 819624 2886 SH SOLE 2886 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1237304 7417 SH SOLE 7417 0 0 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 384643 4364 SH SOLE 4364 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 1818808 8234 SH SOLE 8234 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 836281 8734 SH SOLE 8734 0 0 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 3229437 16379 SH SOLE 16379 0 0 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 300182 2152 SH SOLE 2152 0 0 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 304718 2256 SH SOLE 2256 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 293084 2760 SH SOLE 2760 0 0 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 206384 1917 SH SOLE 1917 0 0 ISHARES TR US TRSPRTION 464287192 BBG001SB7HJ7 344550 5000 SH SOLE 5000 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 10461441 64553 SH SOLE 64553 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 208541 989 SH SOLE 989 0 0 KADANT INC COM 48282T104 BBG001S8PRM8 1690918 5003 SH SOLE 5003 0 0 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 560299 3938 SH SOLE 3938 0 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 5055217 6528 SH SOLE 6528 0 0 KROGER CO COM 501044101 BBG001S5SN40 8508384 148488 SH SOLE 148488 0 0 LEIDOS HOLDINGS INC COM 525327102 BBG001SKW6M9 246130 1510 SH SOLE 1510 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 417109 1540 SH SOLE 1540 0 0 LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 8053668 29680 SH SOLE 29680 0 0 MANHATTAN ASSOCIATES INC COM 562750109 BBG001S71S35 11863544 42162 SH SOLE 42162 0 0 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 14919013 66874 SH SOLE 66874 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 19337419 39160 SH SOLE 39160 0 0 MAXIMUS INC COM 577933104 BBG001S6G4K5 8285926 88943 SH SOLE 88943 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 279540 918 SH SOLE 918 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 914913 8057 SH SOLE 8057 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 9624488 16813 SH SOLE 16813 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 22490771 52268 SH SOLE 52268 0 0 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 285103 3870 SH SOLE 3870 0 0 MURPHY USA INC COM 626755102 BBG001Z0Q6V2 725279 1472 SH SOLE 1472 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 787915 9321 SH SOLE 9321 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 292604 3310 SH SOLE 3310 0 0 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 354722 3084 SH SOLE 3084 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 537101 3152 SH SOLE 3152 0 0 PEPSICO INC COM 713448108 BBG001S695T1 14517294 85371 SH SOLE 85371 0 0 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 434612 3580 SH SOLE 3580 0 0 PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 242914 2230 SH SOLE 2230 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4080757 23561 SH SOLE 23561 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 278003 2604 SH SOLE 2604 0 0 PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 15652306 43016 SH SOLE 43016 0 0 QUALYS INC COM 74758T303 BBG001SYH860 2977317 23177 SH SOLE 23177 0 0 RESMED INC COM 761152107 BBG001SBGRC2 8663893 35490 SH SOLE 35490 0 0 ROYAL BK CDA COM 780087102 BBG001S60869 261309 2095 SH SOLE 2095 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 8969402 17362 SH SOLE 17362 0 0 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 209660 3235 SH SOLE 3235 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 34309574 678055 SH SOLE 678055 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 45905145 937222 SH SOLE 937222 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 1293814 19450 SH SOLE 19450 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 481922 5800 SH SOLE 5800 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 501825 9744 SH SOLE 9744 0 0 SEI INVTS CO COM 784117103 BBG001S5VZJ3 8121683 117382 SH SOLE 117382 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 797273 5176 SH SOLE 5176 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 339276 4200 SH SOLE 4200 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 1687556 7475 SH SOLE 7475 0 0 SNAP ON INC COM 833034101 BBG001S5W688 10337966 35684 SH SOLE 35684 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1946911 8010 SH SOLE 8010 0 0 SPDR SER TR SPDR S&P 500 ETF 78468R796 BBG00BKMB118 351871 7447 SH SOLE 7447 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 1722137 17665 SH SOLE 17665 0 0 STERIS PLC SHS USD G8473T100 BBG00MRHG532 397766 1640 SH SOLE 1640 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 12121592 33554 SH SOLE 33554 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 4474063 28706 SH SOLE 28706 0 0 TERADYNE INC COM 880770102 BBG001S5WMZ3 598485 4469 SH SOLE 4469 0 0 TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 1356194 4662 SH SOLE 4662 0 0 TRAVELERS COMPANIES INC COM 89417E109 BBG001S5R103 353287 1509 SH SOLE 1509 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 279755 1135 SH SOLE 1135 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1509326 2581 SH SOLE 2581 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 352832 919 SH SOLE 919 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 315948 1200 SH SOLE 1200 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 255392 484 SH SOLE 484 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 748872 3157 SH SOLE 3157 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 3148749 11120 SH SOLE 11120 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 422858 2135 SH SOLE 2135 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1932952 36602 SH SOLE 36602 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 410240 3200 SH SOLE 3200 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 400369 6509 SH SOLE 6509 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 217926 372 SH SOLE 372 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 203664 4535 SH SOLE 4535 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 9247234 33632 SH SOLE 33632 0 0 VITA COCO CO INC COM 92846Q107 BBG012QFVTF8 2568623 90732 SH SOLE 90732 0 0 VONTIER CORPORATION COM 928881101 BBG00RRGSKH2 456773 13538 SH SOLE 13538 0 0 WALMART INC COM 931142103 BBG001S5XH92 621352 7695 SH SOLE 7695 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 12979137 62520 SH SOLE 62520 0 0 WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 9584213 61866 SH SOLE 61866 0 0 WISDOMTREE TR US HIGH DIVIDEND 97717W208 BBG001SHKNX0 281400 3000 SH SOLE 3000 0 0 YUM BRANDS INC COM 988498101 BBG001S7JQ30 358216 2564 SH SOLE 2564 0 0 ZOETIS INC CL A 98978V103 BBG0039320P7 13571756 69463 SH SOLE 69463 0 0