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 66 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) 13.1 $33M 107k 308.30
Apple (AAPL) 12.3 $31M 177k 174.61
Powershares Qqq TRUST Unit Ser 1 (QQQ) 8.1 $20M 56k 362.55
Costco Wholesale Corporation (COST) 6.5 $16M 29k 575.86
Berkshire Hathaway Cl B Cl B New (BRK.B) 5.5 $14M 39k 352.92
Ishares Morningstar Fund Morningstar Grwt (ILCG) 4.7 $12M 183k 65.00
Vanguard Bond Index Fund Short Trm Bond (BSV) 4.5 $11M 145k 77.90
Starbucks Corporation (SBUX) 3.9 $9.8M 107k 90.97
Sch US Div Equity Etf Us Dividend Eq (SCHD) 3.0 $7.4M 94k 78.89
Heritage Financial Corporation (HFWA) 2.1 $5.3M 211k 25.06
Ishares Morningstar Fund Morningstar Valu (ILCV) 2.0 $5.0M 73k 68.58
NVIDIA Corporation (NVDA) 1.8 $4.6M 17k 272.85
Caterpillar (CAT) 1.8 $4.5M 20k 222.84
Johnson & Johnson (JNJ) 1.8 $4.4M 25k 177.21
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.6 $3.9M 68k 57.59
Schwab US Broad Market Us Brd Mkt Etf (SCHB) 1.3 $3.3M 62k 53.39
Boeing Company (BA) 1.3 $3.3M 17k 191.49
Vanguard Value Value Etf (VTV) 1.2 $3.1M 21k 147.78
Qualcomm (QCOM) 1.1 $2.8M 19k 152.82
Procter & Gamble Company (PG) 1.1 $2.8M 19k 152.82
Spdr Gold TRUST Gold Shs (GLD) 1.1 $2.8M 16k 180.64
Walt Disney Company (DIS) 1.1 $2.7M 20k 137.18
United Parcel Service B CL B (UPS) 1.1 $2.7M 13k 214.45
Vanguard Div Apprciation Div App Etf (VIG) 1.0 $2.5M 15k 162.15
Timberland Ban (TSBK) 0.9 $2.2M 83k 27.01
Abbvie (ABBV) 0.9 $2.1M 13k 162.12
Verizon Communications (VZ) 0.7 $1.8M 36k 50.93
SYSCO Corporation (SYY) 0.7 $1.7M 21k 81.68
Intel Corporation (INTC) 0.7 $1.7M 34k 49.56
JPMorgan Chase & Co. (JPM) 0.6 $1.6M 12k 136.32
Nike Inc Class B CL B (NKE) 0.6 $1.6M 12k 134.59
Comcast Corp New Cl A Cl A (CMCSA) 0.6 $1.5M 32k 46.81
Oracle Corporation (ORCL) 0.6 $1.4M 17k 82.74
Paypal Holdings (PYPL) 0.5 $1.3M 12k 115.67
Nextera Energy (NEE) 0.5 $1.3M 15k 84.72
Paccar (PCAR) 0.5 $1.2M 14k 88.10
Bank of America Corporation (BAC) 0.5 $1.2M 29k 41.23
Pfizer (PFE) 0.5 $1.1M 22k 51.78
At&t (T) 0.4 $1.1M 47k 23.64
Cisco Systems (CSCO) 0.4 $1.1M 20k 55.76
CVS Caremark Corporation (CVS) 0.4 $1.1M 11k 101.24
Schwab US Small Cap Etf Us Sml Cap Etf (SCHA) 0.4 $1.1M 23k 47.36
Schwab International Intl Eqty Etf (SCHF) 0.4 $1.1M 29k 36.71
Merck & Co (MRK) 0.4 $973k 12k 82.01
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW) 0.4 $973k 13k 76.37
Schwab US Large Cap Us Lcap Va Etf (SCHV) 0.4 $930k 13k 71.37
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.4 $924k 20k 46.15
Kraft Heinz (KHC) 0.4 $900k 23k 39.38
Charles Schwab Corporation (SCHW) 0.4 $896k 11k 84.35
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.3 $839k 14k 59.75
Schwab US Aggregate Bond Us Aggregate B (SCHZ) 0.3 $791k 16k 50.57
Vanguard Short Inflation Strm Infproidx (VTIP) 0.3 $763k 15k 51.18
Snap Inc Cl A Cl A (SNAP) 0.3 $753k 21k 35.98
Vanguard Ftse Etf Ftse Dev Mkt Etf (VEA) 0.3 $741k 15k 48.00
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) 0.3 $700k 25k 27.78
Johnson Controls International SHS (JCI) 0.3 $697k 11k 65.53
Coca-Cola Company (KO) 0.3 $649k 11k 62.02
Weyerhaeuser Com New (WY) 0.2 $616k 16k 37.87
Citigroup Com New (C) 0.2 $610k 11k 53.43
Ishares Silver TRUST Ishares (SLV) 0.2 $499k 22k 22.88
Lyft Cl A Com (LYFT) 0.2 $477k 12k 38.38
Ishares Msci Emrg Mkt Msci Emg Mkt Etf (EEM) 0.2 $474k 11k 45.17
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.2 $410k 13k 32.27
Palantir Technologies Cl A (PLTR) 0.2 $393k 29k 13.73
Columbia Banking System (COLB) 0.1 $333k 10k 32.30
Ford Motor Company (F) 0.1 $250k 15k 16.91