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Home > Institutional Investor > West Coast Financial Llc > Profile

Instuitional Investor - West Coast Financial Llc

Fund Profile
Filing Period:
Fund Name: West Coast Financial Llc
Portfolio Value $0
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 0 $0 0%
2.
Schwab Strategic Trust
 FNDF 0 $0 0%
3.
Ishares Trust
 IEF 0 $0 0%
4.
Schwab Strategic Trust
 FNDF 0 $0 0%
5.
Apple Inc.
 AAPL 0 $0 0%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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