$352 Million is the total value of West Coast Financial LLC's 106 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EBIX | New | EBIX INC | $1,917,000 | – | 45,050 | +100.0% | 0.54% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,074,000 | – | 28,952 | +100.0% | 0.30% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $690,000 | – | 2,280 | +100.0% | 0.20% | – |
| EFG | New | ISHARES TReafe grwth etf | $442,000 | – | 6,395 | +100.0% | 0.12% | – |
| ACWV | New | ISHARES INCmin vol gbl etf | $416,000 | – | 5,125 | +100.0% | 0.12% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $407,000 | – | 6,110 | +100.0% | 0.12% | – |
| LRCX | New | LAM RESEARCH CORP | $391,000 | – | 2,868 | +100.0% | 0.11% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $211,000 | – | 1,402 | +100.0% | 0.06% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $202,000 | – | 2,061 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 11.0% |
| APPLE INC | 42 | Q3 2023 | 4.7% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.2% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 3.0% |
| INTEL CORP | 42 | Q3 2023 | 3.3% |
| AFLAC INC | 42 | Q3 2023 | 2.5% |
| STARBUCKS CORP | 42 | Q3 2023 | 2.7% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 2.6% |
| RESMED INC | 42 | Q3 2023 | 2.3% |
| CUMMINS INC | 42 | Q3 2023 | 2.3% |
View West Coast Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-19 |
View West Coast Financial LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.