Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 52 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 12.3 $21M 93k 222.41
Apple (AAPL) 11.6 $20M 148k 132.68
Powershares Qqq TRUST Unit Ser 1 (QQQ) 10.8 $18M 58k 313.73
Starbucks Corporation (SBUX) 7.2 $12M 114k 106.98
Ishares Morningstar Fund MRNGSTR LG-CP GR (ILCG) 6.9 $12M 40k 289.87
Costco Wholesale Corporation (COST) 6.0 $10M 27k 376.79
Berkshire Hathaway Cl B Cl B New (BRK.B) 4.8 $8.1M 35k 231.86
Heritage Financial Corporation (HFWA) 2.6 $4.5M 191k 23.39
Schwab US Broad Market Us Brd Mkt Etf (SCHB) 2.6 $4.4M 49k 90.99
Vanguard Bond Index Fund Short Trm Bond (BSV) 2.4 $4.0M 48k 82.89
Sch US Div Equity Etf Us Dividend Eq (SCHD) 2.0 $3.3M 52k 64.12
Caterpillar (CAT) 1.8 $3.0M 17k 181.99
Walt Disney Company (DIS) 1.8 $3.0M 16k 181.15
Johnson & Johnson (JNJ) 1.7 $2.9M 19k 157.37
Boeing Company (BA) 1.6 $2.6M 12k 214.04
Paypal Holdings (PYPL) 1.5 $2.5M 11k 234.18
Spdr Gold TRUST Gold Shs (GLD) 1.3 $2.3M 13k 178.29
Qualcomm (QCOM) 1.3 $2.2M 15k 152.29
Ishares Morningstar Fund MRNGSTR LG-CP VL (ILCV) 1.3 $2.2M 20k 112.22
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.2 $2.0M 35k 58.34
Vanguard Div Apprciation Div App Etf (VIG) 1.2 $2.0M 14k 141.17
Timberland Ban (TSBK) 1.2 $2.0M 81k 24.25
Procter & Gamble Company (PG) 1.1 $1.9M 14k 139.13
Verizon Communications (VZ) 1.1 $1.8M 30k 58.72
Comcast Corp New Cl A Cl A (CMCSA) 1.0 $1.7M 33k 52.38
Intel Corporation (INTC) 0.9 $1.4M 29k 49.81
SYSCO Corporation (SYY) 0.8 $1.4M 19k 74.23
At&t (T) 0.7 $1.2M 43k 28.75
Ishares TRUST Dow Jones U.s. Tech Etf (IYW) 0.7 $1.1M 13k 85.06
Schwab US Small Cap Etf Us Sml Cap Etf (SCHA) 0.6 $1.1M 12k 88.97
Paccar (PCAR) 0.6 $1.0M 12k 86.23
Bank of America Corporation (BAC) 0.6 $1.0M 34k 30.29
Snap Inc Cl A Cl A (SNAP) 0.5 $896k 18k 50.05
Slack Technologies Com Cl A 0.5 $887k 21k 42.23
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.5 $870k 15k 60.16
Kraft Heinz (KHC) 0.5 $792k 23k 34.66
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.5 $783k 16k 50.11
Schwab International Intl Eqty Etf (SCHF) 0.5 $773k 22k 36.01
Schwab US Aggregate Bond Us Aggregate B (SCHZ) 0.4 $692k 12k 56.01
Vanguard Ftse Etf Ftse Dev Mkt Etf (VEA) 0.4 $684k 15k 47.18
Cisco Systems (CSCO) 0.4 $648k 15k 44.75
Pfizer (PFE) 0.4 $645k 18k 36.76
Charles Schwab Corporation (SCHW) 0.4 $615k 12k 52.99
Ishares Silver TRUST Ishares (SLV) 0.3 $526k 21k 24.57
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.3 $426k 15k 29.28
Weyerhaeuser Com New (WY) 0.2 $422k 13k 33.48
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.2 $419k 10k 41.26
Columbia Banking System (COLB) 0.2 $379k 11k 35.89
General Electric Company 0.2 $325k 30k 10.78
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) 0.2 $310k 10k 30.57
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.2 $281k 19k 15.14
Pimco CA Muni. Income Fund II (PCK) 0.1 $225k 25k 9.00