Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WEST COAST FINANCIAL, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 16, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
580,234 |
$45,421k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
571,376 |
$31,437k |
|
|
MASTERCARD INC (57636Q104)
|
57,414 |
$15,188k |
|
|
Apple Inc (037833100)
|
71,198 |
$14,092k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G102)
|
293,603 |
$14,087k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
52,553 |
$11,203k |
|
|
AFLAC INC (001055102)
|
202,431 |
$11,095k |
|
|
INTEL CORP (458140100)
|
204,934 |
$9,810k |
|
|
CERNER CORP (156782104)
|
130,671 |
$9,578k |
|
|
BECTON DICKINSON (075887109)
|
37,588 |
$9,473k |
|
|
STARBUCKS CORP (855244109)
|
112,049 |
$9,393k |
|
|
CAVCO INDS INC DEL (149568107)
|
59,466 |
$9,368k |
|
|
DISNEY WALT CO (254687106)
|
65,408 |
$9,134k |
|
|
MARRIOTT INTL INC (571903202)
|
59,881 |
$8,401k |
|
|
AMN HEALTHCARE SERVICES INC (001744101)
|
154,125 |
$8,361k |
|
|
Applied Materials, Inc. (038222105)
|
180,900 |
$8,124k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
146,183 |
$7,992k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
52,103 |
$7,858k |
|
|
CUMMINS INC (231021106)
|
45,268 |
$7,756k |
|
|
STERIS PLC (G8473T100)
|
50,908 |
$7,579k |
|
|
Teradyne Inc (880770102)
|
156,631 |
$7,504k |
|
|
ACUITY BRANDS INC (00508Y102)
|
54,215 |
$7,477k |
|
|
MAXIMUS INC (577933104)
|
101,323 |
$7,350k |
|
|
ALPHABET INC (02079K305)
|
6,683 |
$7,236k |
|
|
Exxon Mobil Corp (30231G102)
|
79,290 |
$6,076k |
|
|
POLARIS INDS INC (731068102)
|
66,141 |
$6,034k |
|
|
RESMED INC (761152107)
|
49,215 |
$6,006k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
20,366 |
$6,003k |
|
|
Charles Schwab Corp/The (808513105)
|
148,514 |
$5,969k |
|
|
SCHWAB STRATEGIC T (808524862)
|
115,102 |
$5,823k |
|
|
GENTEX CORP (371901109)
|
232,567 |
$5,723k |
|
|
THOR INDS INC (885160101)
|
95,377 |
$5,575k |
|
|
ALLERGAN PLC (G0177J108)
|
33,296 |
$5,575k |
|
|
MANHATTAN ASSOCS INC (562750109)
|
75,794 |
$5,255k |
|
|
LEGG MASON INC (524901105)
|
135,412 |
$5,184k |
|
|
ISHARES TR (464287127)
|
31,188 |
$5,150k |
|
|
NEXTERA ENERGY INC (65339F101)
|
25,126 |
$5,147k |
|
|
FEDEX CORP (31428X106)
|
29,827 |
$4,897k |
|
|
American Eagle Outfitters, Inc (02553E106)
|
275,534 |
$4,657k |
|
|
OMNICELL INC (68213N109)
|
53,941 |
$4,641k |
|
|
PORTLAND GEN ELEC CO (736508847)
|
83,506 |
$4,524k |
|
|
NORDSTROM INC (655664100)
|
133,024 |
$4,238k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
65,044 |
$3,575k |
|
|
3M CO (88579Y101)
|
19,352 |
$3,355k |
|
|
EBIX INC (278715206)
|
57,936 |
$2,910k |
|
|
DIAGEO P L C (25243Q205)
|
11,944 |
$2,058k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
9,829 |
$1,816k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
10,552 |
$1,718k |
|
|
ISHARES (464288273)
|
26,884 |
$1,543k |
|
|
COSTCO WHSL CORP (22160K105)
|
5,739 |
$1,517k |
|
|
ISHARES (464287465)
|
22,768 |
$1,497k |
|
|
Boeing Co/The (097023105)
|
3,726 |
$1,356k |
|
|
SPDR SERIES TRUST (78464A672)
|
21,907 |
$1,354k |
|
|
ISHARES (464287630)
|
11,156 |
$1,344k |
|
|
VISA INC COM CL A (92826C839)
|
7,238 |
$1,256k |
|
|
PEPSICO INC (713448108)
|
9,526 |
$1,249k |
|
|
JOHNSON & JOHNSON (478160104)
|
8,747 |
$1,218k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
29,605 |
$1,158k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
7,714 |
$1,158k |
|
|
NIKE INC (654106103)
|
13,772 |
$1,156k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
10,737 |
$1,144k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
9,622 |
$1,122k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,629 |
$1,031k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
8,719 |
$986k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
8,262 |
$963k |
|
|
Chevron Corp (166764100)
|
7,423 |
$924k |
|
|
MICROSOFT CORP (594918104)
|
6,770 |
$907k |
|
|
PUBLIC STORAGE (74460D109)
|
3,723 |
$887k |
|
|
Alphabet Inc (02079K107)
|
747 |
$807k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
4,496 |
$806k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
13,554 |
$774k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
19,727 |
$744k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,773 |
$705k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
2,886 |
$580k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
4,405 |
$562k |
|
|
SPDR SERIES TRUST (78468R796)
|
7,592 |
$543k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
7,405 |
$531k |
|
|
ISHARES (464288885)
|
6,395 |
$517k |
|
|
SCHWAB STRATEGIC TRUST (808524730)
|
17,894 |
$514k |
|
|
COPART INC (217204106)
|
6,618 |
$495k |
|
|
IDEXX LABS INC (45168D104)
|
1,796 |
$494k |
|
|
ISHARES (464287168)
|
4,836 |
$481k |
|
|
LAM RESEARCH CORP (512807108)
|
2,418 |
$454k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
2,565 |
$446k |
|
|
ISHARES INC (464286525)
|
4,625 |
$426k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,860 |
$423k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
5,395 |
$392k |
|
|
AT&T INC (00206R102)
|
11,466 |
$384k |
|
|
PROSHARES TR (74348A467)
|
5,455 |
$378k |
|
|
MCDONALDS CORP (580135101)
|
1,790 |
$372k |
|
|
US BANCORP DEL (902973304)
|
7,039 |
$369k |
|
|
NOVARTIS AG (66987V109)
|
3,788 |
$346k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
3,415 |
$298k |
|
|
LOWES CO (548661107)
|
2,900 |
$293k |
|
|
YUM BRANDS INC (988498101)
|
2,625 |
$291k |
|
|
EMERSON ELEC CO (291011104)
|
4,317 |
$288k |
|
|
ISHARES (464287887)
|
1,548 |
$282k |
|
|
Intuit Inc (461202103)
|
1,035 |
$271k |
|
|
SPDR SERIES TRUST (78468R887)
|
2,740 |
$255k |
|
|
COCA-COLA CO (191216100)
|
4,671 |
$238k |
|
|
WABTEC (929740108)
|
3,239 |
$232k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,672 |
$231k |
|
|
VANGUARD GROUP (921908844)
|
1,986 |
$229k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
2,460 |
$228k |
|
|
HOME DEPOT INC (437076102)
|
1,055 |
$219k |
|
|
WISDOMTREE TR (97717W208)
|
3,000 |
$218k |
|
|
BHP BILLITON LTD (088606108)
|
3,750 |
$218k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
1,866 |
$207k |
|
|
NICE LTD (653656108)
|
1,466 |
$201k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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