Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST COAST FINANCIAL LLC | 04-12-2024 | 03-31-2024 | 162 | 824,249,356 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 1 | $133,430,063 | 1,207,293 | 0.02 | 0.02 | 52,060 | 4.51 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $58,186,732 | 110,678 | 0.01 | 0.01 | -3,721 | -3.25 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 3 | $30,749,003 | 637,814 | 0.00 | 0.00 | 194,989 | 44.03 | 03-31-2024 |
| APPLE INC | COM | 4 | $27,662,242 | 161,315 | 0.00 | 0.00 | -675 | -0.42 | 03-31-2024 |
