Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of March 31, 2022

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 52 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 10.4 $22M 70k 308.31
Apple (AAPL) 10.2 $21M 121k 174.61
Vanguard Bond Index Fund Short Trm Bond (BSV) 8.3 $17M 220k 77.90
Starbucks Corporation (SBUX) 8.2 $17M 186k 90.97
Powershares Qqq TRUST Unit Ser 1 (QQQ) 7.5 $16M 43k 362.54
Ishares Morningstar Fund Morningstar Grwt (ILCG) 5.1 $11M 163k 65.00
Berkshire Hathaway Cl B Cl B New (BRK.B) 5.0 $10M 29k 352.92
Costco Wholesale Corporation (COST) 4.0 $8.2M 14k 575.85
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 3.1 $6.5M 113k 57.59
Spdr Gold TRUST Gold Shs (GLD) 2.5 $5.1M 28k 180.68
Vanguard Value Value Etf (VTV) 2.3 $4.7M 32k 147.77
Heritage Financial Corporation (HFWA) 2.3 $4.7M 187k 25.06
Schwab US Broad Market Us Brd Mkt Etf (SCHB) 2.0 $4.1M 78k 53.37
NVIDIA Corporation (NVDA) 1.9 $4.0M 15k 272.88
Ishares Morningstar Fund Morningstar Valu (ILCV) 1.8 $3.8M 56k 68.57
Timberland Ban (TSBK) 1.7 $3.6M 132k 27.01
Sch US Div Equity Etf Us Dividend Eq (SCHD) 1.7 $3.5M 45k 78.90
Caterpillar (CAT) 1.7 $3.5M 16k 222.86
Johnson & Johnson (JNJ) 1.5 $3.0M 17k 177.26
Verizon Communications (VZ) 1.4 $2.9M 57k 50.95
SYSCO Corporation (SYY) 1.4 $2.9M 36k 81.63
United Parcel Service B CL B (UPS) 1.3 $2.7M 13k 214.45
Vanguard Div Apprciation Div App Etf (VIG) 1.2 $2.5M 15k 162.15
Qualcomm (QCOM) 1.0 $2.2M 14k 152.80
Walt Disney Company (DIS) 1.0 $2.0M 15k 137.15
Procter & Gamble Company (PG) 0.8 $1.7M 11k 152.78
Schwab US Small Cap Etf Us Sml Cap Etf (SCHA) 0.8 $1.7M 35k 47.38
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.7 $1.5M 34k 46.12
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.7 $1.5M 25k 59.76
Snap Inc Cl A Cl A (SNAP) 0.6 $1.3M 35k 36.01
Comcast Corp New Cl A Cl A (CMCSA) 0.6 $1.2M 27k 46.83
Paypal Holdings (PYPL) 0.6 $1.2M 11k 115.62
Weyerhaeuser Com New (WY) 0.5 $1.0M 27k 37.93
Schwab US Large Cap Us Lcap Va Etf (SCHV) 0.4 $930k 13k 71.37
Paccar (PCAR) 0.4 $914k 10k 88.08
Charles Schwab Corporation (SCHW) 0.4 $896k 11k 84.35
Intel Corporation (INTC) 0.4 $842k 17k 49.58
Bank of America Corporation (BAC) 0.4 $834k 20k 41.21
Schwab US Tips Etf Us Tips Etf (SCHP) 0.4 $816k 13k 60.73
Cisco Systems (CSCO) 0.4 $781k 14k 55.74
Vanguard Short Inflation Strm Infproidx (VTIP) 0.4 $763k 15k 51.18
Vanguard Ftse Etf Ftse Dev Mkt Etf (VEA) 0.4 $741k 15k 48.00
At&t (T) 0.4 $738k 31k 23.64
Pfizer (PFE) 0.4 $734k 14k 51.77
Schwab International Intl Eqty Etf (SCHF) 0.3 $694k 19k 36.70
Kraft Heinz (KHC) 0.3 $670k 17k 39.40
Schwab US Aggregate Bond Us Aggregate B (SCHZ) 0.3 $631k 13k 50.61
Ishares Silver TRUST Ishares (SLV) 0.2 $478k 21k 22.87
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) 0.2 $430k 16k 27.80
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.2 $368k 11k 32.26
Columbia Banking System (COLB) 0.2 $333k 10k 32.30
Palantir Technologies Cl A (PLTR) 0.1 $251k 18k 13.70