West Coast Financial LLC
data from 31/03/2025
Capitalization
$ 876.014 M
-3.48 %
Performance
$ 523.070 M
52 895.09 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/03/31 | IJR | ISHARES TR | 16.85% | 147.569 M $ | 1411199 | 2015/03/31 | -13.115 M $ | -9.24 % |
| 2025/03/31 | SCHO | SCHWAB STRATEGIC TR | 8.43% | 73.840 M $ | 3033672 | 2018/06/30 | 688.093 K $ | 1.16 % |
| 2025/03/31 | IVV | ISHARES TR | 7.89% | 69.129 M $ | 123028 | 2009/12/31 | -3.032 M $ | -4.55 % |
| 2025/03/31 | SCHR | SCHWAB STRATEGIC TR | 4.16% | 36.460 M $ | 1466598 | 2018/06/30 | 813.980 K $ | 2.35 % |
| 2025/03/31 | AAPL | APPLE INC | 4.00% | 35.076 M $ | 157908 | 2009/12/31 | -4.558 M $ | -11.30 % |
| 2025/03/31 | MBB | ISHARES TR | 3.54% | 30.994 M $ | 330498 | 2021/06/30 | 650.947 K $ | 2.29 % |
| 2025/03/31 | MA | MASTERCARD INCORPORATED | 2.39% | 20.971 M $ | 38261 | 2009/12/31 | 847.841 K $ | 4.09 % |
| 2025/03/31 | GOOGL | ALPHABET INC | 2.37% | 20.753 M $ | 134205 | 2015/12/31 | -4.752 M $ | -18.31 % |
| 2025/03/31 | MSFT | MICROSOFT CORP | 2.17% | 18.997 M $ | 50607 | 2016/06/30 | -2.420 M $ | -10.94 % |
| 2025/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.86% | 16.253 M $ | 30518 | 2010/03/31 | 2.462 M $ | 17.49 % |
| 2025/03/31 | MMC | MARSH & MCLENNAN COS INC | 1.85% | 16.224 M $ | 66483 | 2022/09/30 | 2.144 M $ | 14.89 % |
| 2025/03/31 | WM | WASTE MGMT INC DEL | 1.61% | 14.127 M $ | 61023 | 2022/12/31 | 1.872 M $ | 14.73 % |
| 2025/03/31 | SYK | STRYKER CORPORATION | 1.42% | 12.403 M $ | 33320 | 2024/06/30 | 415.043 K $ | 3.39 % |
| 2025/03/31 | SNA | SNAP ON INC | 1.38% | 12.110 M $ | 35934 | 2022/12/31 | -89.705 K $ | -0.73 % |
| 2025/03/31 | V | VISA INC | 1.34% | 11.768 M $ | 33579 | 2013/09/30 | 1.173 M $ | 10.89 % |
| 2025/03/31 | ITW | ILLINOIS TOOL WKS INC | 1.31% | 11.472 M $ | 46256 | 2018/09/30 | -261.216 K $ | -2.19 % |
| 2025/03/31 | ZTS | ZOETIS INC | 1.28% | 11.229 M $ | 68198 | 2020/03/31 | 121.419 K $ | 1.06 % |
| 2025/03/31 | ACN | ACCENTURE PLC IRELAND | 1.23% | 10.766 M $ | 34501 | 2009/12/31 | -1.392 M $ | -11.30 % |
| 2025/03/31 | JNJ | JOHNSON & JOHNSON | 1.19% | 10.422 M $ | 62843 | 2009/12/31 | 1.344 M $ | 14.67 % |
| 2025/03/31 | KR | KROGER CO | 1.12% | 9.847 M $ | 145478 | 2022/09/30 | 973.930 K $ | 10.70 % |
| 2025/03/31 | EFA | ISHARES TR | 1.10% | 9.674 M $ | 118371 | 2015/06/30 | 718.298 K $ | 8.09 % |
| 2025/03/31 | APH | AMPHENOL CORP NEW | 1.10% | 9.652 M $ | 147163 | 2022/12/31 | -949.614 K $ | -5.56 % |
| 2025/03/31 | AMZN | AMAZON COM INC | 1.08% | 9.440 M $ | 49616 | 2023/12/31 | -1.476 M $ | -13.28 % |
| 2025/03/31 | META | META PLATFORMS INC | 1.05% | 9.202 M $ | 15966 | 2020/03/31 | -153.015 K $ | -1.56 % |
| 2025/03/31 | AMT | AMERICAN TOWER CORP NEW | 1.05% | 9.165 M $ | 42118 | 2022/12/31 | 1.482 M $ | 18.64 % |
| 2025/03/31 | GWW | GRAINGER W W INC | 1.04% | 9.067 M $ | 9179 | 2022/09/30 | -624.984 K $ | -6.28 % |
| 2025/03/31 | PSA | PUBLIC STORAGE OPER CO | 0.99% | 8.672 M $ | 28975 | 2016/09/30 | -4.449 K $ | -0.05 % |
| 2025/03/31 | SPGI | S&P GLOBAL INC | 0.98% | 8.567 M $ | 16860 | 2022/06/30 | 175.741 K $ | 2.02 % |
| 2025/03/31 | JKHY | HENRY JACK & ASSOC INC | 0.95% | 8.341 M $ | 45678 | 2023/06/30 | 348.458 K $ | 4.16 % |
| 2025/03/31 | PEP | PEPSICO INC | 0.94% | 8.258 M $ | 55076 | 2009/12/31 | -122.544 K $ | -1.39 % |
| 2025/03/31 | LULU | LULULEMON ATHLETICA INC | 0.94% | 8.238 M $ | 29102 | 2024/09/30 | -2.981 M $ | -25.98 % |
| 2025/03/31 | HD | HOME DEPOT INC | 0.92% | 8.036 M $ | 21928 | 2016/03/31 | -512.977 K $ | -5.78 % |
| 2025/03/31 | RMD | RESMED INC | 0.87% | 7.641 M $ | 34133 | 2009/12/31 | -171.035 K $ | -2.12 % |
| 2025/03/31 | MANH | MANHATTAN ASSOCIATES INC | 0.81% | 7.085 M $ | 40944 | 2017/09/30 | -4.118 M $ | -35.97 % |
| 2025/03/31 | IEFA | ISHARES TR | 0.75% | 6.580 M $ | 86975 | 2024/09/30 | 16.260 K $ | 7.64 % |
| 2025/03/31 | ADBE | ADOBE INC | 0.75% | 6.566 M $ | 17119 | 2024/12/31 | -1.107 M $ | -13.75 % |
| 2025/03/31 | MMS | MAXIMUS INC | 0.70% | 6.091 M $ | 89320 | 2017/03/31 | -584.597 K $ | -8.65 % |
| 2025/03/31 | HCI | HCI GROUP INC | 0.59% | 5.204 M $ | 34870 | 2024/06/30 | 1.186 M $ | 28.06 % |
| 2025/03/31 | CRVL | CORVEL CORP | 0.57% | 4.984 M $ | 44512 | 2023/03/31 | 64.279 K $ | 0.64 % |
| 2025/03/31 | WSM | WILLIAMS SONOMA INC | 0.56% | 4.938 M $ | 31233 | 2021/09/30 | -1.661 M $ | -14.62 % |
| 2025/03/31 | SEIC | SEI INVTS CO | 0.55% | 4.818 M $ | 62059 | 2020/06/30 | -572.799 K $ | -5.88 % |
| 2025/03/31 | EHC | ENCOMPASS HEALTH CORP | 0.55% | 4.801 M $ | 47407 | 2024/06/30 | 433.890 K $ | 9.67 % |
| 2025/03/31 | GNTX | GENTEX CORP | 0.54% | 4.757 M $ | 204162 | 2018/06/30 | -1.152 M $ | -18.90 % |
| 2025/03/31 | INGR | INGREDION INC | 0.51% | 4.426 M $ | 32732 | 2024/09/30 | -79.885 K $ | -1.71 % |
| 2025/03/31 | ENSG | ENSIGN GROUP INC | 0.49% | 4.334 M $ | 33489 | 2024/06/30 | -118.145 K $ | -2.60 % |
| 2025/03/31 | AAON | AAON INC | 0.46% | 3.989 M $ | 51057 | 2024/06/30 | -3.191 M $ | -33.61 % |
| 2025/03/31 | FN | FABRINET | 0.42% | 3.706 M $ | 18766 | 2024/09/30 | -440.912 K $ | -10.17 % |
| 2025/03/31 | MRK | MERCK & CO INC | 0.42% | 3.645 M $ | 40603 | 2020/03/31 | -69.245 K $ | -9.77 % |
| 2025/03/31 | IVE | ISHARES TR | 0.38% | 3.297 M $ | 17300 | 2019/03/31 | -4.929 K $ | -0.16 % |
| 2025/03/31 | ATR | APTARGROUP INC | 0.36% | 3.186 M $ | 21471 | 2024/06/30 | -189.982 K $ | -5.55 % |
| 2025/03/31 | VTI | VANGUARD INDEX FDS | 0.36% | 3.172 M $ | 11542 | 2016/09/30 | -172.783 K $ | -5.17 % |
| 2025/03/31 | CRM | SALESFORCE INC | 0.36% | 3.145 M $ | 11719 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | ECL | ECOLAB INC | 0.35% | 3.100 M $ | 12228 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/03/31 | HLI | HOULIHAN LOKEY INC | 0.33% | 2.896 M $ | 17930 | 2020/03/31 | -246.993 K $ | -7.00 % |
| 2025/03/31 | QLYS | QUALYS INC | 0.32% | 2.806 M $ | 22280 | 2024/06/30 | -333.285 K $ | -10.19 % |
| 2025/03/31 | IWB | ISHARES TR | 0.32% | 2.786 M $ | 9084 | 2012/09/30 | -140.075 K $ | -4.79 % |
| 2025/03/31 | COST | COSTCO WHSL CORP NEW | 0.31% | 2.757 M $ | 2916 | 2010/06/30 | 103.727 K $ | 3.22 % |
| 2025/03/31 | COCO | VITA COCO CO INC | 0.31% | 2.730 M $ | 89059 | 2024/09/30 | -574.924 K $ | -16.96 % |
| 2025/03/31 | PG | PROCTER AND GAMBLE CO | 0.31% | 2.719 M $ | 15958 | 2009/12/31 | 56.422 K $ | 1.65 % |
| 2025/03/31 | GLD | SPDR GOLD TR | 0.28% | 2.448 M $ | 8495 | 2023/06/30 | 373.555 K $ | 19.00 % |
| 2025/03/31 | GOOG | ALPHABET INC | 0.22% | 1.889 M $ | 12090 | 2015/12/31 | -417.669 K $ | -17.96 % |
| 2025/03/31 | LLY | ELI LILLY & CO | 0.21% | 1.850 M $ | 2240 | 2023/12/31 | 120.758 K $ | 6.98 % |
| 2025/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.21% | 1.826 M $ | 35918 | 2020/09/30 | 110.054 K $ | 6.29 % |
| 2025/03/31 | IWM | ISHARES TR | 0.18% | 1.586 M $ | 7952 | 2012/03/31 | -171.008 K $ | -9.72 % |
| 2025/03/31 | QQQ | INVESCO QQQ TR | 0.18% | 1.569 M $ | 3347 | 2018/06/30 | -141.865 K $ | -8.28 % |
| 2025/03/31 | XLK | SELECT SECTOR SPDR TR | 0.17% | 1.516 M $ | 7340 | 2023/06/30 | -191.133 K $ | -11.20 % |
| 2025/03/31 | SBUX | STARBUCKS CORP | 0.17% | 1.490 M $ | 15191 | 2009/12/31 | 109.898 K $ | 7.50 % |
| 2025/03/31 | CLX | CLOROX CO DEL | 0.16% | 1.400 M $ | 9507 | 2023/03/31 | -146.369 K $ | -9.33 % |
| 2025/03/31 | ILCB | ISHARES TR | 0.15% | 1.287 M $ | 16653 | 2014/12/31 | -70.765 K $ | -4.81 % |
| 2025/03/31 | KLAC | KLA CORP | 0.14% | 1.258 M $ | 1851 | 2023/12/31 | 125.541 K $ | 7.89 % |
| 2025/03/31 | SCHB | SCHWAB STRATEGIC TR | 0.14% | 1.256 M $ | 58350 | 2023/06/30 | -68.269 K $ | -5.15 % |
| 2025/03/31 | CMI | CUMMINS INC | 0.14% | 1.214 M $ | 3873 | 2012/06/30 | -149.535 K $ | -10.09 % |
| 2025/03/31 | KAI | KADANT INC | 0.13% | 1.181 M $ | 3504 | 2022/09/30 | -37.434 K $ | -2.34 % |
| 2025/03/31 | TSCO | TRACTOR SUPPLY CO | 0.13% | 1.135 M $ | 20607 | 2023/06/30 | 44.873 K $ | 3.84 % |
| 2025/03/31 | IWN | ISHARES TR | 0.13% | 1.098 M $ | 7272 | 2015/06/30 | -95.917 K $ | -8.03 % |
| 2025/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.12% | 1.093 M $ | 6310 | 2023/06/30 | -12.620 K $ | -1.14 % |
| 2025/03/31 | AXP | AMERICAN EXPRESS CO | 0.12% | 1.062 M $ | 3949 | 2023/12/31 | -109.545 K $ | -9.35 % |
| 2025/03/31 | CHE | CHEMED CORP NEW | 0.12% | 1.039 M $ | 1688 | 2023/06/30 | 169.586 K $ | 16.14 % |
| 2025/03/31 | CVCO | CAVCO INDS INC DEL | 0.10% | 857.390 K $ | 1650 | 2019/03/31 | 121.109 K $ | 16.45 % |
| 2025/03/31 | AMGN | AMGEN INC | 0.10% | 841.331 K $ | 2700 | 2014/12/31 | 136.286 K $ | 19.53 % |
| 2025/03/31 | SNPE | DBX ETF TR | 0.09% | 815.201 K $ | 16165 | 2024/12/31 | -45.908 K $ | -5.33 % |
| 2025/03/31 | BDX | BECTON DICKINSON & CO | 0.09% | 786.821 K $ | 3435 | 2009/12/31 | 8.365 K $ | 0.97 % |
| 2025/03/31 | XLV | SELECT SECTOR SPDR TR | 0.09% | 750.700 K $ | 5141 | 2023/06/30 | 43.390 K $ | 6.13 % |
| 2025/03/31 | SPYX | SPDR SER TR | 0.08% | 738.908 K $ | 16151 | 2019/06/30 | -38.762 K $ | -4.98 % |
| 2025/03/31 | IVW | ISHARES TR | 0.08% | 738.091 K $ | 7951 | 2018/12/31 | -75.985 K $ | -8.57 % |
| 2025/03/31 | IWO | ISHARES TR | 0.08% | 737.460 K $ | 2886 | 2011/12/31 | -93.188 K $ | -11.22 % |
| 2025/03/31 | VB | VANGUARD INDEX FDS | 0.08% | 700.065 K $ | 3157 | 2020/09/30 | -58.499 K $ | -7.71 % |
| 2025/03/31 | DEO | DIAGEO PLC | 0.08% | 693.186 K $ | 6615 | 2009/12/31 | -179.836 K $ | -17.57 % |
| 2025/03/31 | AMP | AMERIPRISE FINL INC | 0.08% | 682.111 K $ | 1409 | 2023/12/31 | -68.082 K $ | -9.08 % |
| 2025/03/31 | AFL | AFLAC INC | 0.08% | 680.928 K $ | 6124 | 2010/03/31 | 46.066 K $ | 7.49 % |
| 2025/03/31 | WMT | WALMART INC | 0.08% | 675.788 K $ | 7698 | 2023/03/31 | -19.699 K $ | -2.83 % |
| 2025/03/31 | AMAT | APPLIED MATLS INC | 0.07% | 648.977 K $ | 4472 | 2018/03/31 | -67.956 K $ | -10.77 % |
| 2025/03/31 | DIS | DISNEY WALT CO | 0.07% | 601.949 K $ | 6099 | 2013/12/31 | -78.316 K $ | -11.36 % |
| 2025/03/31 | MUSA | MURPHY USA INC | 0.07% | 600.083 K $ | 1277 | 2023/03/31 | -42.863 K $ | -6.36 % |
| 2025/03/31 | NEE | NEXTERA ENERGY INC | 0.07% | 593.066 K $ | 8366 | 2009/12/31 | -6.631 K $ | -1.12 % |
| 2025/03/31 | DMXF | ISHARES TR | 0.07% | 580.605 K $ | 8622 | 2024/12/31 | 23.451 K $ | 4.21 % |
| 2025/03/31 | PRF | INVESCO EXCHANGE TRADED FD T | 0.07% | 580.207 K $ | 14358 | 2018/06/30 | 1.021 K $ | 0.17 % |
| 2025/03/31 | CL | COLGATE PALMOLIVE CO | 0.07% | 571.195 K $ | 6096 | 2010/06/30 | 15.490 K $ | 3.07 % |
| 2025/03/31 | PM | PHILIP MORRIS INTL INC | 0.06% | 568.253 K $ | 3580 | 2023/12/31 | 137.400 K $ | 31.89 % |
| 2025/03/31 | KMB | KIMBERLY-CLARK CORP | 0.06% | 560.062 K $ | 3938 | 2023/12/31 | 45.413 K $ | 8.53 % |