Kiley Juergens Wealth Management as of March 31, 2019
Portfolio Holdings for Kiley Juergens Wealth Management
Kiley Juergens Wealth Management holds 37 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.6 | $12M | 100k | 117.94 | |
| iShares Morningstar Large Growth (ILCG) | 11.4 | $9.1M | 50k | 182.81 | |
| Apple (AAPL) | 10.7 | $8.6M | 45k | 189.94 | |
| Starbucks Corporation (SBUX) | 9.7 | $7.7M | 104k | 74.34 | |
| Berkshire Hathaway (BRK.B) | 7.6 | $6.1M | 30k | 200.88 | |
| Costco Wholesale Corporation (COST) | 4.9 | $4.0M | 16k | 242.13 | |
| Heritage Financial Corporation (HFWA) | 3.5 | $2.8M | 94k | 30.14 | |
| Johnson & Johnson (JNJ) | 3.4 | $2.7M | 20k | 139.74 | |
| Timberland Ban (TSBK) | 2.7 | $2.1M | 76k | 27.97 | |
| Caterpillar (CAT) | 2.3 | $1.8M | 14k | 135.49 | |
| iShares Morningstar Large Value (ILCV) | 2.1 | $1.7M | 16k | 105.37 | |
| Intel Corporation (INTC) | 2.0 | $1.6M | 31k | 53.70 | |
| Verizon Communications (VZ) | 2.0 | $1.6M | 27k | 59.11 | |
| Procter & Gamble Company (PG) | 1.7 | $1.4M | 13k | 104.04 | |
| Paccar (PCAR) | 1.6 | $1.3M | 19k | 68.13 | |
| Walt Disney Company (DIS) | 1.6 | $1.3M | 11k | 110.98 | |
| Cisco Systems (CSCO) | 1.5 | $1.2M | 23k | 53.96 | |
| SPDR Gold Trust (GLD) | 1.5 | $1.2M | 10k | 121.91 | |
| Comcast Corporation (CMCSA) | 1.4 | $1.1M | 27k | 39.97 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $1.1M | 11k | 101.15 | |
| At&t (T) | 1.3 | $1.1M | 34k | 31.33 | |
| Energy Select Sector SPDR (XLE) | 1.1 | $888k | 13k | 66.12 | |
| Alaska Air (ALK) | 1.1 | $863k | 15k | 56.12 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 1.0 | $791k | 15k | 51.85 | |
| Pfizer (PFE) | 0.9 | $764k | 18k | 42.45 | |
| Bank of America Corporation (BAC) | 0.8 | $637k | 23k | 27.56 | |
| Columbia Banking System (COLB) | 0.7 | $582k | 18k | 32.65 | |
| Financial Select Sector SPDR (XLF) | 0.7 | $558k | 22k | 25.69 | |
| Wells Fargo & Company (WFC) | 0.7 | $550k | 11k | 48.29 | |
| Vanguard Emerging Markets ETF (VWO) | 0.7 | $529k | 13k | 42.46 | |
| BP (BP) | 0.6 | $505k | 12k | 43.70 | |
| Vanguard Europe Pacific ETF (VEA) | 0.6 | $509k | 13k | 40.80 | |
| Weyerhaeuser Company (WY) | 0.6 | $497k | 19k | 26.31 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $480k | 11k | 42.85 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.4 | $309k | 11k | 27.57 | |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.3 | $255k | 19k | 13.74 | |
| Pimco CA Muni. Income Fund II (PCK) | 0.3 | $225k | 25k | 9.00 |
