Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of June 30, 2021

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 63 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 12.5 $27M 101k 270.89
Apple (AAPL) 10.1 $22M 161k 136.96
Powershares Qqq TRUST Unit Ser 1 (QQQ) 9.1 $20M 56k 354.43
Starbucks Corporation (SBUX) 5.8 $13M 114k 111.80
Ishares Morningstar Fund Morningstar Grwt (ILCG) 5.8 $13M 196k 64.76
Costco Wholesale Corporation (COST) 5.4 $12M 30k 395.67
Vanguard Bond Index Fund Short Trm Bond (BSV) 4.6 $10M 122k 82.16
Berkshire Hathaway Cl B Cl B New (BRK.B) 4.5 $9.8M 35k 277.91
Sch US Div Equity Etf Us Dividend Eq (SCHD) 2.5 $5.4M 71k 75.61
Heritage Financial Corporation (HFWA) 2.3 $5.1M 204k 25.02
Schwab US Broad Market Us Brd Mkt Etf (SCHB) 2.2 $4.8M 46k 104.25
Caterpillar (CAT) 1.7 $3.7M 17k 217.58
Ishares Morningstar Fund Morningstar Valu (ILCV) 1.6 $3.6M 55k 64.56
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.6 $3.6M 56k 63.38
Johnson & Johnson (JNJ) 1.6 $3.4M 21k 164.74
Boeing Company (BA) 1.6 $3.4M 14k 239.52
Paypal Holdings (PYPL) 1.4 $3.1M 11k 291.43
Walt Disney Company (DIS) 1.4 $3.0M 17k 175.74
United Parcel Service B CL B (UPS) 1.2 $2.6M 12k 207.92
Spdr Gold TRUST Gold Shs (GLD) 1.2 $2.5M 15k 165.59
Qualcomm (QCOM) 1.1 $2.4M 17k 142.91
Vanguard Div Apprciation Div App Etf (VIG) 1.1 $2.3M 15k 154.79
Timberland Ban (TSBK) 1.1 $2.3M 82k 28.11
Procter & Gamble Company (PG) 1.0 $2.2M 16k 134.88
Vanguard Value Value Etf (VTV) 1.0 $2.1M 16k 137.40
Verizon Communications (VZ) 0.9 $2.0M 36k 56.02
Intel Corporation (INTC) 0.9 $1.9M 34k 56.12
Comcast Corp New Cl A Cl A (CMCSA) 0.8 $1.8M 31k 57.00
SYSCO Corporation (SYY) 0.8 $1.6M 21k 77.73
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.8 $1.6M 30k 54.30
At&t (T) 0.7 $1.6M 55k 28.77
Bank of America Corporation (BAC) 0.6 $1.4M 33k 41.23
Ishares TRUST Dow Jones U.s. Tech Etf (IYW) 0.6 $1.3M 13k 99.36
Schwab US Small Cap Etf Us Sml Cap Etf (SCHA) 0.6 $1.2M 12k 104.11
Paccar (PCAR) 0.5 $1.2M 13k 89.19
Snap Inc Cl A Cl A (SNAP) 0.5 $1.2M 17k 68.08
Schwab International Intl Eqty Etf (SCHF) 0.5 $1.1M 28k 39.45
Schwab US Aggregate Bond Us Aggregate B (SCHZ) 0.5 $1.0M 19k 54.56
Nextera Energy (NEE) 0.5 $1.0M 14k 73.21
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.5 $1.0M 15k 65.64
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW) 0.4 $972k 13k 72.67
Kraft Heinz (KHC) 0.4 $968k 24k 40.75
Uber Technologies (UBER) 0.4 $962k 19k 50.08
Cisco Systems (CSCO) 0.4 $917k 17k 52.94
Slack Technologies Com Cl A 0.4 $899k 20k 44.28
Merck & Co (MRK) 0.4 $893k 12k 77.73
CVS Caremark Corporation (CVS) 0.4 $865k 10k 83.43
Charles Schwab Corporation (SCHW) 0.4 $816k 11k 72.77
Pfizer (PFE) 0.3 $763k 20k 39.15
Vanguard Ftse Etf Ftse Dev Mkt Etf (VEA) 0.3 $748k 15k 51.50
Schwab US Large Cap Us Lcap Va Etf (SCHV) 0.3 $687k 10k 68.28
General Electric Company 0.3 $653k 49k 13.44
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) 0.3 $630k 19k 32.85
Ishares Msci Emrg Mkt Msci Emg Mkt Etf (EEM) 0.3 $623k 11k 55.07
CSX Corporation (CSX) 0.3 $580k 18k 32.05
Sector Spdr Fincl Select Financial (XLF) 0.3 $573k 16k 36.68
Weyerhaeuser Com New (WY) 0.3 $549k 16k 34.42
Ishares Silver TRUST Ishares (SLV) 0.2 $523k 22k 24.20
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.2 $479k 14k 33.23
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.2 $448k 28k 15.83
Columbia Banking System (COLB) 0.2 $407k 11k 38.55
Palantir Technologies Cl A (PLTR) 0.1 $317k 12k 26.33
Pimco CA Muni. Income Fund II (PCK) 0.1 $240k 25k 9.60