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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
18
1
6
3
0
0
22
8
7
WEST COAST FINANCIAL LLC

Time Period2018-12-31

Total Holdings106

Total Value ($x1000)352,403
Activities
New9

Increased22

Unchanged1

Decreased74

Sold Out37

Top 10 Stock Holdingstotal 43.29%
IJR13.63

SPLV6.97

AAPL3.3

IVV3.26

MA3.02

 
BRK.B2.97

INTC2.72

AFL2.55

STE2.47

BDX2.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJR
13.63%
CORE S&P SCP ETF
SPLV
6.97%
S&P500 LOW VOL
AAPL
3.3%
COM
IVV
3.26%
CORE S&P500 ETF
MA
3.02%
CL A
BRK.B
2.97%
CL B NEW
INTC
2.72%
COM
AFL
2.55%
COM
STE
2.47%
SHS USD
BDX
2.4%
COM
AHS
2.26%
COM
SBUX
2.1%
COM
GOOGL
1.92%
CAP STK CL A
OMCL
1.87%
COM
MMS
1.77%
COM
CERN
1.67%
COM
WBA
1.65%
COM
JWN
1.64%
COM
SCHW
1.6%
COM
CMI
1.59%
COM
RMD
1.56%
COM
ITW
1.53%
COM
AMAT
1.46%
COM
AYI
1.42%
COM
XOM
1.33%
COM
JKD
1.31%
MRNGSTR LG-CP ET
AEO
1.3%
COM
NEE
1.25%
COM
HY
1.18%
CL A
DIS
1.17%
COM DISNEY
PII
1.17%
COM
POR
1.07%
COM NEW
GNTX
1.07%
COM
MMM
1.02%
COM
MAR
0.99%
CL A
AGN
0.97%
SHS
THO
0.97%
COM
FDX
0.9%
COM
MANH
0.86%
COM
LM
0.78%
COM
SYNA
0.73%
COM
CL
0.66%
COM
EBIX
0.54%
COM NEW
SCHO
0.53%
SHT TM US TRES
DEO
0.52%
SPON ADR NEW
SUB
0.49%
SHT NTLAMTFR ETF
IWM
0.47%
RUSSELL 2000 ETF
IWN
0.46%
RUS 2000 VAL ETF
ITE
0.43%
BRCLYS INTER ETF
BA
0.42%
COM
IWB
0.42%
RUS 1000 ETF
NKE
0.4%
CL B
SCZ
0.4%
EAFE SML CP ETF
ACN
0.4%
SHS CLASS A
COST
0.37%
COM
SCHR
0.36%
INTRM TRM TRES
PEP
0.34%
COM
JNJ
0.33%
COM
EFA
0.31%
MSCI EAFE ETF
MUB
0.31%
NAT AMT FREE BD
VEA
0.3%
FTSE DEV MKT ETF
VTI
0.28%
TOTAL STK MKT
FNDX
0.28%
SCHWAB FDT US LG
PRF
0.28%
FTSE RAFI 1000
V
0.26%
COM CL A
CVX
0.26%
COM
VZ
0.24%
COM
GOOG
0.23%
CAP STK CL C
QQQ
0.22%
UNIT SER 1
FNDA
0.22%
SCHWAB FDT US SC
PSA
0.22%
COM
MSFT
0.21%
COM
MDY
0.2%
UTSER1 S&PDCRP
CPRT
0.18%
COM
PRFZ
0.17%
FTSE RAFI 1500
DVY
0.14%
SELECT DIVID ETF
FNDE
0.13%
SCHWB FDT EMK LG
IWO
0.13%
RUS 2000 GRW ETF
EFG
0.13%
EAFE GRWTH ETF
NOBL
0.12%
S&P 500 ARISTO
VHT
0.12%
HEALTH CAR ETF
ACWV
0.12%
CNTRY MIN VL ETF
EFAV
0.12%
EAFE MIN VOL ETF
LRCX
0.11%
COM
GEOS
0.1%
COM
AMGN
0.1%
COM
KO
0.1%
COM
NVS
0.1%
SPONSORED ADR
IDXX
0.1%
COM
EMR
0.1%
COM
PG
0.1%
COM
WAB
0.09%
COM
USB
0.09%
COM NEW
MCD
0.09%
COM
VYM
0.09%
HIGH DIV YLD
T
0.08%
COM
LOW
0.08%
COM
HD
0.07%
COM
IJT
0.07%
SP SMCP600GR ETF
YUM
0.07%
COM
VIG
0.06%
DIV APP ETF
XLV
0.06%
SBI HEALTHCARE
IVW
0.06%
S&P 500 GRWT ETF
INTU
0.06%
COM
VTV
0.06%
VALUE ETF
PFE
0.06%
COM
VEU
0.53%
ALLWRLD EX US
VB
0.42%
SMALL CP ETF
VOO
0.31%
SHS
WFC
0.3%
COM
CAT
0.28%
COM
PPBI
0.23%
COM
UTX
0.21%
COM
IWF
0.2%
RUS 1000 GRW ETF
EEM
0.16%
MSCI EMG MKT ETF
SRCL
0.15%
COM
AMZN
0.14%
COM
UNH
0.12%
COM
GILD
0.11%
COM
IBM
0.11%
COM
WY
0.11%
COM
QCOM
0.11%
COM
VUG
0.09%
GROWTH ETF
PCG
0.09%
COM
CSCO
0.08%
COM
ILMN
0.07%
COM
FB
0.06%
CL A
PX
0.06%
COM
ESRX
0.06%
COM
IJS
0.06%
SP SMCP600VL ETF
GD
0.06%
COM
PHG
0.05%
NY REG SH NEW
VLO
0.05%
COM
BMY
0.05%
COM
COP
0.05%
COM
WPP
0.05%
ADR
BOH
0.05%
COM
DHS
0.05%
EQTY INC ETF
FNDF
0.05%
SCHWB FDT INT LG
M
0.05%
COM
RY
0.05%
COM
NICE
0.05%
SPONSORED ADR
GE
0.04%
COM