Kiley Juergens Wealth Management as of Dec. 31, 2018
Portfolio Holdings for Kiley Juergens Wealth Management
Kiley Juergens Wealth Management holds 38 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.1 | $10M | 99k | 101.57 | |
| iShares Morningstar Large Growth (ILCG) | 11.2 | $8.0M | 50k | 158.52 | |
| Apple (AAPL) | 9.8 | $7.0M | 45k | 157.74 | |
| Starbucks Corporation (SBUX) | 9.4 | $6.7M | 105k | 64.39 | |
| Berkshire Hathaway (BRK.B) | 8.1 | $5.7M | 28k | 204.16 | |
| Costco Wholesale Corporation (COST) | 4.6 | $3.3M | 16k | 203.67 | |
| Heritage Financial Corporation (HFWA) | 3.9 | $2.8M | 94k | 29.72 | |
| Johnson & Johnson (JNJ) | 3.4 | $2.4M | 19k | 129.02 | |
| Timberland Ban (TSBK) | 2.4 | $1.7M | 77k | 22.29 | |
| Verizon Communications (VZ) | 2.2 | $1.6M | 28k | 56.19 | |
| iShares Morningstar Large Value (ILCV) | 2.2 | $1.6M | 16k | 96.32 | |
| Caterpillar (CAT) | 2.1 | $1.5M | 12k | 127.06 | |
| Intel Corporation (INTC) | 2.0 | $1.5M | 31k | 46.93 | |
| Procter & Gamble Company (PG) | 1.7 | $1.2M | 13k | 91.92 | |
| SPDR Gold Trust (GLD) | 1.7 | $1.2M | 10k | 121.22 | |
| Walt Disney Company (DIS) | 1.6 | $1.1M | 10k | 109.63 | |
| Paccar (PCAR) | 1.5 | $1.1M | 19k | 57.13 | |
| Cisco Systems (CSCO) | 1.4 | $1.0M | 24k | 43.29 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $980k | 10k | 97.61 | |
| At&t (T) | 1.4 | $968k | 34k | 28.53 | |
| Comcast Corporation (CMCSA) | 1.3 | $934k | 27k | 34.03 | |
| Vanguard Short-Term Bond ETF (BSV) | 1.2 | $843k | 11k | 78.49 | |
| Pfizer (PFE) | 1.1 | $758k | 17k | 43.63 | |
| Alaska Air (ALK) | 1.1 | $749k | 12k | 60.83 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 1.0 | $719k | 15k | 47.18 | |
| Energy Select Sector SPDR (XLE) | 0.9 | $647k | 11k | 57.31 | |
| Columbia Banking System (COLB) | 0.9 | $646k | 18k | 36.24 | |
| Bank of America Corporation (BAC) | 0.8 | $590k | 24k | 24.63 | |
| Financial Select Sector SPDR (XLF) | 0.8 | $538k | 23k | 23.79 | |
| Wells Fargo & Company (WFC) | 0.7 | $518k | 11k | 46.08 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $458k | 12k | 38.98 | |
| Vanguard Emerging Markets ETF (VWO) | 0.6 | $451k | 12k | 38.06 | |
| Vanguard Europe Pacific ETF (VEA) | 0.6 | $433k | 12k | 37.06 | |
| BP (BP) | 0.6 | $432k | 11k | 37.91 | |
| Weyerhaeuser Company (WY) | 0.6 | $414k | 19k | 21.83 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.4 | $282k | 11k | 25.16 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.4 | $261k | 19k | 13.95 | |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.3 | $236k | 19k | 12.72 |
