§ 13F · FUND PROFILE
West Coast Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 162Turnover · — · Q1Filed · Apr 11, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 11, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 1.41M | $147.6T | 16.8% | — |
| 2 | SCHO | SCHWAB STRATEGIC TR | 3.03M | $73.8T | 8.4% | — |
| 3 | IVV | ISHARES TR | 123K | $69.1T | 7.9% | — |
| 4 | SCHR | SCHWAB STRATEGIC TR | 1.47M | $36.5T | 4.2% | — |
| 5 | AAPL | APPLE INC | 158K | $35.1T | 4.0% | — |
| 6 | MBB | ISHARES TR | 330K | $31.0T | 3.5% | — |
| 7 | MA | MASTERCARD INCORPORATED | 38K | $21.0T | 2.4% | — |
| 8 | GOOGL | ALPHABET INC | 134K | $20.8T | 2.4% | — |
| 9 | MSFT | MICROSOFT CORP | 51K | $19.0T | 2.2% | — |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 31K | $16.3T | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEST SIGNAL
AC read
West Coast Financial LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed