Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Sept. 30, 2020

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 45 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.3 $20M 93k 210.32
Apple (AAPL) 12.6 $17M 149k 115.81
Powershares Qqq TRUST Unit Ser 1 (QQQ) 11.9 $16M 58k 277.83
Ishares Morningstar Fund MRNGSTR LG-CP GR (ILCG) 8.0 $11M 41k 267.45
Starbucks Corporation (SBUX) 7.3 $10M 116k 85.91
Berkshire Hathaway Cl B Cl B New (BRK.B) 5.4 $7.4M 35k 212.93
Costco Wholesale Corporation (COST) 4.6 $6.3M 18k 355.01
Heritage Financial Corporation (HFWA) 2.6 $3.5M 192k 18.39
Johnson & Johnson (JNJ) 2.0 $2.7M 18k 148.84
Sch US Div Equity Etf Us Dividend Eq (SCHD) 1.9 $2.6M 48k 55.28
Caterpillar (CAT) 1.8 $2.5M 17k 149.10
Vanguard Bond Index Fund Short Trm Bond (BSV) 1.7 $2.3M 28k 83.02
Spdr Gold TRUST Gold Shs (GLD) 1.6 $2.2M 13k 177.10
Paypal Holdings (PYPL) 1.5 $2.1M 11k 196.96
Disney Walt Com Disney (DIS) 1.5 $2.0M 17k 124.06
Boeing Company (BA) 1.4 $1.9M 12k 165.27
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.4 $1.9M 38k 50.43
Procter & Gamble Company (PG) 1.3 $1.8M 13k 138.98
Vanguard Div Apprciation Div App Etf (VIG) 1.3 $1.8M 14k 128.66
Ishares Morningstar Fund MRNGSTR LG-CP VL (ILCV) 1.3 $1.8M 18k 98.83
Qualcomm (QCOM) 1.3 $1.7M 15k 117.65
Verizon Communications (VZ) 1.2 $1.7M 29k 59.48
Comcast Corp New Cl A Cl A (CMCSA) 1.2 $1.6M 35k 46.24
Intel Corporation (INTC) 1.1 $1.5M 29k 51.75
Timberland Ban (TSBK) 1.1 $1.5M 81k 17.99
SYSCO Corporation (SYY) 0.9 $1.2M 19k 62.19
At&t (T) 0.8 $1.2M 41k 28.49
Paccar (PCAR) 0.7 $902k 11k 85.21
Bank of America Corporation (BAC) 0.6 $780k 32k 24.06
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.6 $773k 15k 52.12
Chevron Corporation (CVX) 0.5 $738k 10k 71.92
Pfizer (PFE) 0.4 $612k 17k 36.67
Vanguard Ftse Etf Ftse Dev Mkt Etf (VEA) 0.4 $611k 15k 40.84
Schwab International Intl Eqty Etf (SCHF) 0.4 $587k 19k 31.36
Cisco Systems (CSCO) 0.4 $564k 14k 39.35
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.4 $563k 13k 43.20
Slack Technologies Com Cl A 0.4 $528k 20k 26.84
Snap Inc Cl A Cl A (SNAP) 0.4 $521k 20k 26.09
Ishares Silver TRUST Ishares (SLV) 0.3 $463k 21k 21.63
Columbia Banking System (COLB) 0.3 $414k 17k 23.81
Charles Schwab Corporation (SCHW) 0.3 $380k 11k 36.16
Weyerhaeuser Com New (WY) 0.3 $358k 13k 28.44
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.2 $314k 13k 24.54
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.2 $270k 19k 14.55
Pimco CA Muni. Income Fund II (PCK) 0.2 $233k 25k 9.32