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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
19
1
7
3
0
0
23
8
7
WEST COAST FINANCIAL LLC

Time Period2019-03-31

Total Holdings114

Total Value ($x1000)423,576
Activities
New9

Increased56

Unchanged12

Decreased37

Sold Out1

Top 10 Stock Holdingstotal 42.31%
IJR13.57

SPLV7.22

AAPL3.29

MA3.26

INTC2.72

 
BRK.B2.54

STE2.5

IVV2.49

AFL2.44

BDX2.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJR
13.57%
CORE S&P SCP ETF
SPLV
7.22%
S&P500 LOW VOL
AAPL
3.29%
COM
MA
3.26%
CL A
INTC
2.72%
COM
BRK.B
2.54%
CL B NEW
STE
2.5%
SHS USD
IVV
2.49%
CORE S&P500 ETF
AFL
2.44%
COM
BDX
2.28%
COM
SBUX
2.07%
COM
GOOGL
1.89%
CAP STK CL A
DIS
1.74%
COM DISNEY
CERN
1.74%
COM
MAR
1.71%
CL A
CMI
1.7%
COM
MMS
1.7%
COM
ITW
1.68%
COM
AMAT
1.66%
COM
AHS
1.66%
COM
SCHW
1.52%
COM
XOM
1.5%
COM
AYI
1.47%
COM
AEO
1.38%
COM
JWN
1.38%
COM
WBA
1.33%
COM
PII
1.29%
COM
THO
1.27%
COM
RMD
1.24%
COM
JKD
1.19%
MRNGSTR LG-CP ET
NEE
1.19%
COM
FDX
1.15%
COM
GNTX
1.08%
COM
AGN
1.08%
SHS
HY
1.06%
CL A
POR
1.05%
COM NEW
OMCL
1.03%
COM
MANH
0.99%
COM
MMM
0.97%
COM
TER
0.91%
COM
LM
0.84%
COM
SCHO
0.76%
SHT TM US TRES
SYNA
0.75%
COM
CVCO
0.68%
COM
EBIX
0.64%
COM NEW
SCHR
0.51%
INTRM TRM TRES
DEO
0.48%
SPON ADR NEW
IWM
0.45%
RUSSELL 2000 ETF
ACN
0.41%
SHS CLASS A
IWN
0.39%
RUS 2000 VAL ETF
IWB
0.39%
RUS 1000 ETF
SCZ
0.37%
EAFE SML CP ETF
EFA
0.35%
MSCI EAFE ETF
BA
0.35%
COM
COST
0.35%
COM
MSFT
0.34%
COM
ITE
0.34%
BRCLYS INTER ETF
SUB
0.34%
SHT NTLAMTFR ETF
JNJ
0.3%
COM
PEP
0.29%
COM
NKE
0.28%
CL B
V
0.27%
COM CL A
VTI
0.27%
TOTAL STK MKT
MUB
0.26%
NAT AMT FREE BD
FNDX
0.26%
SCHWAB FDT US LG
PRF
0.26%
FTSE RAFI 1000
CVX
0.24%
COM
IVE
0.22%
S&P 500 VAL ETF
GOOG
0.22%
CAP STK CL C
FNDA
0.21%
SCHWAB FDT US SC
VZ
0.2%
COM
PSA
0.19%
COM
QQQ
0.19%
UNIT SER 1
IVW
0.18%
S&P 500 GRWT ETF
VEA
0.17%
FTSE DEV MKT ETF
PRFZ
0.15%
FTSE RAFI 1500
MDY
0.14%
UTSER1 S&PDCRP
DVY
0.13%
SELECT DIVID ETF
IWO
0.12%
RUS 2000 GRW ETF
CL
0.12%
COM
FNDE
0.12%
SCHWB FDT EMK LG
EFG
0.12%
EAFE GRWTH ETF
CPRT
0.11%
COM
GEOS
0.11%
COM
NOBL
0.11%
S&P 500 ARISTO
VHT
0.1%
HEALTH CAR ETF
LRCX
0.1%
COM
IDXX
0.1%
COM
ACWV
0.1%
CNTRY MIN VL ETF
NVS
0.09%
SPONSORED ADR
EFAV
0.09%
EAFE MIN VOL ETF
PG
0.09%
COM
EMR
0.08%
COM
MCD
0.08%
COM
USB
0.08%
COM NEW
LOW
0.08%
COM
AMGN
0.08%
COM
T
0.08%
COM
VYM
0.08%
HIGH DIV YLD
KO
0.07%
COM
IJT
0.07%
SP SMCP600GR ETF
VIG
0.06%
DIV APP ETF
INTU
0.06%
COM
YUM
0.06%
COM
WAB
0.06%
COM
HD
0.06%
COM
SMLV
0.06%
RUSS2000 LOVOL
XLV
0.05%
SBI HEALTHCARE
IBM
0.05%
COM
VTV
0.05%
VALUE ETF
DHS
0.05%
EQTY INC ETF
PFE
0.05%
COM
BHP
0.05%
SPONSORED ADR
GILD
0.05%
COM
STE
2.47%
SHS USD