Evite fraudes, obtenha os fatos e encontre o melhor
Legal Name: WEST COAST FINANCIAL, LLC
Período do relatório:
Jun 30, 2019
Data de Efetividade:
Jul 16, 2019
| Segurança |
Ações Detidas / Montante Principal |
Valor de mercado |
Opção |
|
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 |
|
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