Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 71 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 13.8 $37M 109k 336.32
Apple (AAPL) 11.3 $30M 168k 177.57
Powershares Qqq TRUST Unit Ser 1 (QQQ) 8.5 $22M 56k 397.86
Costco Wholesale Corporation (COST) 6.4 $17M 30k 567.68
Ishares Morningstar Fund Morningstar Grwt (ILCG) 5.3 $14M 195k 71.82
Starbucks Corporation (SBUX) 5.0 $13M 112k 116.97
Vanguard Bond Index Fund Short Trm Bond (BSV) 4.5 $12M 146k 80.83
Berkshire Hathaway Cl B Cl B New (BRK.B) 4.4 $12M 39k 299.00
Sch US Div Equity Etf Us Dividend Eq (SCHD) 2.6 $6.8M 85k 80.83
Heritage Financial Corporation (HFWA) 1.9 $5.1M 210k 24.44
NVIDIA Corporation (NVDA) 1.8 $4.9M 17k 294.11
Ishares Morningstar Fund Morningstar Valu (ILCV) 1.6 $4.3M 62k 69.61
Caterpillar (CAT) 1.6 $4.1M 20k 206.76
Johnson & Johnson (JNJ) 1.5 $4.0M 24k 171.05
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.5 $4.0M 65k 61.29
Schwab US Broad Market Us Brd Mkt Etf (SCHB) 1.3 $3.5M 31k 113.01
Qualcomm (QCOM) 1.3 $3.3M 18k 182.88
Boeing Company (BA) 1.2 $3.0M 15k 201.30
Walt Disney Company (DIS) 1.2 $3.0M 20k 154.90
Procter & Gamble Company (PG) 1.1 $2.8M 17k 163.57
Spdr Gold TRUST Gold Shs (GLD) 1.1 $2.8M 16k 170.94
Vanguard Value Value Etf (VTV) 1.0 $2.7M 19k 147.13
United Parcel Service B CL B (UPS) 1.0 $2.7M 13k 214.34
Vanguard Div Apprciation Div App Etf (VIG) 1.0 $2.6M 15k 171.75
Timberland Ban (TSBK) 0.9 $2.3M 83k 27.70
Paypal Holdings (PYPL) 0.8 $2.1M 11k 188.54
Verizon Communications (VZ) 0.7 $1.9M 37k 51.95
Abbvie (ABBV) 0.7 $1.9M 14k 135.43
Nike Inc Class B CL B (NKE) 0.7 $1.9M 11k 166.70
Intel Corporation (INTC) 0.7 $1.7M 34k 51.51
JPMorgan Chase & Co. (JPM) 0.6 $1.6M 10k 158.34
SYSCO Corporation (SYY) 0.6 $1.6M 21k 78.56
Comcast Corp New Cl A Cl A (CMCSA) 0.6 $1.6M 32k 50.33
Nextera Energy (NEE) 0.5 $1.4M 15k 93.37
Ishares TRUST Dow Jones U.s. Tech Etf (IYW) 0.5 $1.4M 12k 114.79
Oracle Corporation (ORCL) 0.5 $1.3M 15k 87.20
Bank of America Corporation (BAC) 0.5 $1.3M 29k 44.48
At&t (T) 0.5 $1.2M 51k 24.59
Cisco Systems (CSCO) 0.5 $1.2M 19k 63.38
Schwab US Tips Etf Us Tips Etf (SCHP) 0.5 $1.2M 19k 62.87
Paccar (PCAR) 0.5 $1.2M 14k 88.24
Pfizer (PFE) 0.4 $1.2M 20k 59.03
CVS Caremark Corporation (CVS) 0.4 $1.1M 11k 103.15
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.4 $1.1M 22k 49.44
Schwab International Intl Eqty Etf (SCHF) 0.4 $1.1M 28k 38.86
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW) 0.4 $1.1M 13k 83.67
Schwab US Small Cap Etf Us Sml Cap Etf (SCHA) 0.4 $1.0M 10k 102.42
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.4 $947k 15k 63.59
Snap Inc Cl A Cl A (SNAP) 0.4 $932k 20k 47.05
Charles Schwab Corporation (SCHW) 0.3 $893k 11k 84.09
Schwab US Aggregate Bond Us Aggregate B (SCHZ) 0.3 $892k 17k 53.93
Merck & Co (MRK) 0.3 $889k 12k 76.65
Kraft Heinz (KHC) 0.3 $849k 24k 35.91
Schwab US Large Cap Us Lcap Va Etf (SCHV) 0.3 $824k 11k 73.19
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) 0.3 $809k 27k 29.61
Vanguard Ftse Etf Ftse Dev Mkt Etf (VEA) 0.3 $731k 14k 51.08
Vanguard Short Inflation Strm Infproidx (VTIP) 0.3 $715k 14k 51.41
Weyerhaeuser Com New (WY) 0.2 $658k 16k 41.16
Sector Spdr Fincl Select Financial (XLF) 0.2 $568k 15k 39.08
Ishares Msci Emrg Mkt Msci Emg Mkt Etf (EEM) 0.2 $547k 11k 48.87
Palantir Technologies Cl A (PLTR) 0.2 $535k 29k 18.22
Lyft Cl A Com (LYFT) 0.2 $488k 11k 42.75
CSX Corporation (CSX) 0.2 $466k 12k 37.64
Ishares Silver TRUST Ishares (SLV) 0.2 $465k 22k 21.52
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.2 $443k 28k 15.65
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.2 $432k 13k 32.54
Columbia Banking System (COLB) 0.1 $337k 10k 32.69
SPDR Blmbg Barclays 1-10 Year TIPS ETF Bloomberg 1 10 Y (TIPX) 0.1 $284k 14k 21.09
Enterprise Products Partners (EPD) 0.1 $279k 13k 21.92
Ford Motor Company (F) 0.1 $255k 12k 20.80
Pimco CA Muni. Income Fund II (PCK) 0.1 $234k 25k 9.36