Mga Batayang Estadistika
Posisi Saat Ini 0
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

West Coast Financial LLC telah mengungkapkan total kepemilikan 0 dalam pengajuan SEC terbaru mereka. Aset-aset utama West Coast Financial LLC adalah HCI Group, Inc. (US:HCI) , SPDR Gold Trust (US:GLD) , Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , Protective Life Dynamic Allocation Series - Conservative Portfolio (US:N/A) , and iShares Trust - iShares Russell 1000 ETF (US:IWB) . Posisi baru West Coast Financial LLC meliputi: Protective Life Dynamic Allocation Series - Conservative Portfolio (US:N/A) , .

West Coast Financial LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.00 0.00 -0.5940
0.00 0.00 -0.2794
0.00 0.00 -0.1434
0.00 0.00 -0.0402
0.00 0.00 -0.0330
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-14 untuk periode pelaporan 2025-06-30. Investor ini belum mengungkapkan sekuritas yang diperhitungkan dalam bentuk saham, sehingga kolom terkait saham dalam tabel di bawah ini dihilangkan. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
HCI / HCI Group, Inc. 0.00 -100.00 -0.5940
GLD / SPDR Gold Trust 0.00 -100.00 -0.2794
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -100.00 -0.0330
N/A / Protective Life Dynamic Allocation Series - Conservative Portfolio 0.00 0.0000
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.0000
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 0.0000
SEIC / SEI Investments Company 0.00 0.0000
ENSG / The Ensign Group, Inc. 0.00 0.0000
EHC / Encompass Health Corporation 0.00 0.0000
HD / The Home Depot, Inc. 0.00 0.0000
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.00 -100.00 -0.1434
AMGN / Amgen Inc. 0.00 0.0000
TSCO / Tractor Supply Company 0.00 0.0000
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF 0.00 0.0000
ORCL / Oracle Corporation 0.00 0.0000
AMZN / Amazon.com, Inc. 0.00 0.0000
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 0.0000
PG / The Procter & Gamble Company 0.00 0.0000
CPRT / Copart, Inc. 0.00 0.0000
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.00 0.0000
NEE / NextEra Energy, Inc. 0.00 0.0000
IDXX / IDEXX Laboratories, Inc. 0.00 0.0000
JPM / JPMorgan Chase & Co. 0.00 0.0000
ITW / Illinois Tool Works Inc. 0.00 0.0000
SNPE / DBX ETF Trust - Xtrackers S&P 500 Scored & Screened ETF 0.00 0.0000
KR / The Kroger Co. 0.00 0.0000
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF 0.00 0.0000
KAI / Kadant Inc. 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 0.0000
DIS / The Walt Disney Company 0.00 0.0000
BLK / BlackRock, Inc. 0.00 0.0000
GOOG / Alphabet Inc. 0.00 0.0000
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.00 0.0000
ADBE / Adobe Inc. 0.00 0.0000
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.00 0.0000
BRK.B / Berkshire Hathaway Inc. 0.00 0.0000
CRVL / CorVel Corporation 0.00 0.0000
INTC / Intel Corporation 0.00 0.0000
RY / Royal Bank of Canada 0.00 0.0000
AFL / Aflac Incorporated 0.00 0.0000
LULU / lululemon athletica inc. 0.00 0.0000
MO / Altria Group, Inc. 0.00 0.0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 0.0000
VNT / Vontier Corporation 0.00 0.0000
ICE / Intercontinental Exchange, Inc. 0.00 0.0000
IBM / International Business Machines Corporation 0.00 0.0000
QLC / FlexShares Trust - FlexShares US Quality Large Cap Index Fund 0.00 0.0000
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 0.0000
MUSA / Murphy USA Inc. 0.00 0.0000
XOM / Exxon Mobil Corporation 0.00 0.0000
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 0.0000
SCHW / The Charles Schwab Corporation 0.00 0.0000
MMC / Marsh & McLennan Companies, Inc. 0.00 0.0000
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 0.0000
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.00 0.0000
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 0.0000
VAIGX / Vanguard Advice Select International Growth Fund 0.00 0.0000
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 0.0000
KMB / Kimberly-Clark Corporation 0.00 0.0000
AVB / AvalonBay Communities, Inc. 0.00 0.0000
VZ / Verizon Communications Inc. 0.00 0.0000
PEP / PepsiCo, Inc. 0.00 0.0000
COCO / The Vita Coco Company, Inc. 0.00 0.0000
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.0000
MA / Mastercard Incorporated 0.00 0.0000
AAPL / Apple Inc. 0.00 0.0000
QLYS / Qualys, Inc. 0.00 0.0000
V / Visa Inc. 0.00 0.0000
LOW / Lowe's Companies, Inc. 0.00 0.0000
IBB / iShares Trust - iShares Biotechnology ETF 0.00 0.0000
SNA / Snap-on Incorporated 0.00 0.0000
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.00 0.0000
CVCO / Cavco Industries, Inc. 0.00 0.0000
KLAC / KLA Corporation 0.00 0.0000
TER / Teradyne, Inc. 0.00 0.0000
GE / General Electric Company 0.00 0.0000
UNP / Union Pacific Corporation 0.00 0.0000
MMS / Maximus, Inc. 0.00 0.0000
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 0.0000
INGR / Ingredion Incorporated 0.00 0.0000
MLPA / Global X Funds - Global X MLP ETF 0.00 0.0000
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.0000
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.0000
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.0000
AXP / American Express Company 0.00 0.0000
WMT / Walmart Inc. 0.00 0.0000
SYK / Stryker Corporation 0.00 0.0000
AMT / American Tower Corporation 0.00 0.0000
PM / Philip Morris International Inc. 0.00 0.0000
ZTS / Zoetis Inc. 0.00 0.0000
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.0000
WSM / Williams-Sonoma, Inc. 0.00 0.0000
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.0000
PSA / Public Storage 0.00 0.0000
MBB / iShares Trust - iShares MBS ETF 0.00 0.0000
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.00 0.0000
ECL / Ecolab Inc. 0.00 0.0000
MDLZ / Mondelez International, Inc. 0.00 0.0000
SPGI / S&P Global Inc. 0.00 0.0000
ATR / AptarGroup, Inc. 0.00 0.0000
FI / Fiserv, Inc. 0.00 0.0000
BMY / Bristol-Myers Squibb Company 0.00 0.0000
QQQ / Invesco QQQ Trust, Series 1 0.00 0.0000
STE / STERIS plc 0.00 0.0000
AMP / Ameriprise Financial, Inc. 0.00 0.0000
AAON / AAON, Inc. 0.00 0.0000
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.00 0.0000
MUB / iShares Trust - iShares National Muni Bond ETF 0.00 0.0000
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 0.0000
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund 0.00 0.0000
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.0000
META / Meta Platforms, Inc. 0.00 0.0000
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF 0.00 0.0000
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 0.0000
IYT / iShares Trust - iShares U.S. Transportation ETF 0.00 0.0000
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 0.0000
GOOGL / Alphabet Inc. 0.00 0.0000
YUM / Yum! Brands, Inc. 0.00 0.0000
AMAT / Applied Materials, Inc. 0.00 0.0000
GWW / W.W. Grainger, Inc. 0.00 0.0000
CL / Colgate-Palmolive Company 0.00 0.0000
MCD / McDonald's Corporation 0.00 0.0000
MRK / Merck & Co., Inc. 0.00 0.0000
AVGO / Broadcom Inc. 0.00 0.0000
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 0.0000
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.00 0.0000
LLY / Eli Lilly and Company 0.00 0.0000
CVX / Chevron Corporation 0.00 0.0000
FDX / FedEx Corporation 0.00 0.0000
CPB / The Campbell's Company 0.00 0.0000
EMR / Emerson Electric Co. 0.00 0.0000
MANH / Manhattan Associates, Inc. 0.00 0.0000
CMI / Cummins Inc. 0.00 0.0000
DEO / Diageo plc - Depositary Receipt (Common Stock) 0.00 0.0000
CLX / The Clorox Company 0.00 0.0000
ACN / Accenture plc 0.00 0.0000
APH / Amphenol Corporation 0.00 0.0000
SBUX / Starbucks Corporation 0.00 0.0000
HLI / Houlihan Lokey, Inc. 0.00 0.0000
JNJ / Johnson & Johnson 0.00 0.0000
BDX / Becton, Dickinson and Company 0.00 0.0000
FN / Fabrinet 0.00 0.0000
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 0.0000
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.00 0.0000
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF 0.00 0.0000
FDS / FactSet Research Systems Inc. 0.00 0.0000
RMD / ResMed Inc. 0.00 0.0000
WM / Waste Management, Inc. 0.00 0.0000
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF 0.00 0.0000
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.0000
CRM / Salesforce, Inc. 0.00 0.0000
CHE / Chemed Corporation 0.00 0.0000
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 0.0000
INTU / Intuit Inc. 0.00 0.0000
MSFT / Microsoft Corporation 0.00 0.0000
GNTX / Gentex Corporation 0.00 0.0000
TRV / The Travelers Companies, Inc. 0.00 0.0000
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.0000
COST / Costco Wholesale Corporation 0.00 0.0000
JKHY / Jack Henry & Associates, Inc. 0.00 0.0000
CSCO / Cisco Systems, Inc. 0.00 0.0000
NKE / NIKE, Inc. 0.00 0.0000
ABBV / AbbVie Inc. 0.00 -100.00 -0.0402