Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of June 30, 2020

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 47 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 19.3 $23M 114k 203.50
Apple (AAPL) 12.9 $16M 43k 364.80
Ishares Morningstar Fund MRNGSTR LG-CP GR (ILCG) 9.2 $11M 47k 234.48
Starbucks Corporation (SBUX) 8.1 $9.7M 132k 73.59
Berkshire Hathaway Cl B Cl B New (BRK.B) 5.5 $6.6M 37k 178.49
Costco Wholesale Corporation (COST) 4.7 $5.6M 19k 303.17
Johnson & Johnson (JNJ) 2.4 $2.9M 21k 140.61
Boeing Company (BA) 2.2 $2.6M 14k 183.27
Intel Corporation (INTC) 2.0 $2.4M 40k 59.83
Caterpillar (CAT) 1.9 $2.3M 18k 126.45
Sch US Div Equity Etf Us Dividend Eq (SCHD) 1.8 $2.2M 42k 51.73
Spdr Gold TRUST Gold Shs (GLD) 1.8 $2.2M 13k 167.34
Timberland Ban (TSBK) 1.7 $2.0M 110k 18.20
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.7 $2.0M 42k 47.61
Disney Walt Com Disney (DIS) 1.6 $2.0M 18k 111.46
Verizon Communications (VZ) 1.6 $1.9M 35k 55.10
Heritage Financial Corporation (HFWA) 1.5 $1.8M 92k 19.99
Paypal Holdings (PYPL) 1.5 $1.8M 10k 174.22
Procter & Gamble Company (PG) 1.4 $1.7M 15k 119.56
Comcast Corp New Cl A Cl A (CMCSA) 1.4 $1.7M 44k 38.96
Ishares Morningstar Fund MRNGSTR LG-CP VL (ILCV) 1.4 $1.6M 17k 96.71
At&t (T) 1.2 $1.4M 46k 30.21
Qualcomm (QCOM) 1.1 $1.4M 15k 91.21
Vanguard Div Apprciation Div App Etf (VIG) 1.0 $1.2M 10k 117.16
Nike Inc Class B CL B (NKE) 0.9 $1.1M 11k 97.99
Chevron Corporation (CVX) 0.9 $1.1M 12k 89.16
Cisco Systems (CSCO) 0.9 $1.0M 22k 46.61
Paccar (PCAR) 0.8 $914k 12k 74.83
Vanguard Bond Index Fund Short Trm Bond (BSV) 0.7 $860k 10k 83.04
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.6 $769k 16k 49.12
Pfizer (PFE) 0.6 $760k 23k 32.68
Columbia Banking System (COLB) 0.6 $706k 25k 28.33
Bank of America Corporation (BAC) 0.5 $628k 27k 23.72
Vanguard Ftse Etf Ftse Dev Mkt Etf (VEA) 0.4 $535k 14k 38.76
ConocoPhillips (COP) 0.4 $524k 13k 41.95
Schwab International Intl Eqty Etf (SCHF) 0.4 $505k 17k 29.73
Charles Schwab Corporation (SCHW) 0.4 $501k 15k 33.73
Weyerhaeuser Com New (WY) 0.4 $467k 21k 22.43
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.4 $453k 11k 39.58
Slack Technologies Com Cl A 0.3 $380k 12k 31.08
Ishares Silver TRUST Ishares (SLV) 0.3 $361k 21k 17.00
Wells Fargo & Company (WFC) 0.3 $351k 14k 25.59
Snap Inc Cl A Cl A (SNAP) 0.3 $340k 15k 23.45
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.2 $287k 12k 23.69
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.2 $264k 19k 14.23
Pimco CA Muni. Income Fund II (PCK) 0.2 $220k 25k 8.80
Enterprise Products Partners (EPD) 0.2 $201k 11k 18.15