Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of March 31, 2021

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 58 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.5 $22M 93k 235.76
Apple (AAPL) 10.0 $19M 157k 122.15
Powershares Qqq TRUST Unit Ser 1 (QQQ) 9.4 $18M 57k 319.13
Starbucks Corporation (SBUX) 6.4 $12M 113k 109.26
Ishares Morningstar Fund Morningstar Grwt (ILCG) 6.0 $12M 40k 288.45
Costco Wholesale Corporation (COST) 5.5 $11M 30k 352.46
Berkshire Hathaway Cl B Cl B New (BRK.B) 4.7 $9.1M 35k 255.45
Vanguard Bond Index Fund Short Trm Bond (BSV) 4.5 $8.5M 104k 82.19
Heritage Financial Corporation (HFWA) 2.8 $5.4M 191k 28.24
Sch US Div Equity Etf Us Dividend Eq (SCHD) 2.3 $4.5M 62k 72.91
Caterpillar (CAT) 2.0 $3.9M 17k 231.86
Schwab US Broad Market Us Brd Mkt Etf (SCHB) 2.0 $3.9M 40k 96.70
Boeing Company (BA) 1.9 $3.6M 14k 254.69
Johnson & Johnson (JNJ) 1.7 $3.3M 20k 164.33
Walt Disney Company (DIS) 1.6 $3.0M 17k 184.49
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.6 $3.0M 50k 60.67
Paypal Holdings (PYPL) 1.4 $2.6M 11k 242.79
Ishares Morningstar Fund Morningstar Valu (ILCV) 1.3 $2.6M 21k 122.81
Timberland Ban (TSBK) 1.2 $2.3M 82k 27.81
Spdr Gold TRUST Gold Shs (GLD) 1.2 $2.3M 14k 159.93
Qualcomm (QCOM) 1.2 $2.2M 17k 132.59
Vanguard Div Apprciation Div App Etf (VIG) 1.1 $2.2M 15k 147.07
Verizon Communications (VZ) 1.1 $2.1M 36k 58.13
United Parcel Service B CL B (UPS) 1.0 $1.9M 11k 169.94
Procter & Gamble Company (PG) 1.0 $1.9M 14k 135.41
Comcast Corp New Cl A Cl A (CMCSA) 1.0 $1.8M 34k 54.10
Intel Corporation (INTC) 0.9 $1.8M 28k 63.97
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.8 $1.5M 29k 52.05
SYSCO Corporation (SYY) 0.8 $1.5M 19k 78.72
Vanguard Value Value Etf (VTV) 0.7 $1.3M 10k 131.40
At&t (T) 0.7 $1.3M 44k 30.26
Bank of America Corporation (BAC) 0.7 $1.3M 33k 38.67
Schwab US Small Cap Etf Us Sml Cap Etf (SCHA) 0.6 $1.2M 12k 99.63
Ishares TRUST Dow Jones U.s. Tech Etf (IYW) 0.6 $1.2M 13k 87.64
Paccar (PCAR) 0.6 $1.1M 12k 92.88
Schwab US Aggregate Bond Us Aggregate B (SCHZ) 0.5 $1.0M 19k 53.93
Kraft Heinz (KHC) 0.5 $961k 24k 39.97
Schwab International Intl Eqty Etf (SCHF) 0.5 $929k 25k 37.60
Snap Inc Cl A Cl A (SNAP) 0.5 $925k 18k 52.25
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.5 $882k 14k 62.66
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW) 0.5 $870k 13k 65.04
Nextera Energy (NEE) 0.4 $861k 11k 75.59
Slack Technologies Com Cl A 0.4 $845k 21k 40.62
Cisco Systems (CSCO) 0.4 $827k 16k 51.66
Vanguard Ftse Etf Ftse Dev Mkt Etf (VEA) 0.4 $761k 16k 49.10
Charles Schwab Corporation (SCHW) 0.4 $756k 12k 65.12
Schwab US Large Cap Us Lcap Va Etf (SCHV) 0.3 $669k 10k 65.27
Pfizer (PFE) 0.3 $629k 17k 36.19
Ishares Msci Emrg Mkt Msci Emg Mkt Etf (EEM) 0.3 $534k 10k 53.34
General Electric Company 0.3 $532k 41k 13.11
Weyerhaeuser Com New (WY) 0.3 $531k 15k 35.58
Sector Spdr Fincl Select Sbi Int-finl (XLF) 0.3 $531k 16k 34.00
Ishares Silver TRUST Ishares (SLV) 0.3 $490k 22k 22.68
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.2 $478k 15k 32.05
Columbia Banking System (COLB) 0.2 $454k 11k 43.00
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) 0.2 $452k 14k 31.74
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.2 $420k 28k 14.84
Pimco CA Muni. Income Fund II (PCK) 0.1 $226k 25k 9.04