Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of June 30, 2022

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 72 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 13.5 $29M 111k 256.83
Apple (AAPL) 11.7 $25M 180k 136.72
Costco Wholesale Corporation (COST) 6.8 $14M 30k 479.27
Berkshire Hathaway Cl B Cl B New (BRK.B) 5.2 $11M 40k 273.00
Amazon (AMZN) 4.4 $9.2M 87k 106.20
Ishares Morningstar Fund Morningstar Grwt (ILCG) 4.2 $8.9M 177k 50.08
Starbucks Corporation (SBUX) 4.1 $8.7M 113k 76.39
Vanguard Bond Index Fund Short Trm Bond (BSV) 3.4 $7.3M 95k 76.78
Sch US Div Equity Etf Us Dividend Eq (SCHD) 3.4 $7.2M 100k 71.63
Heritage Financial Corporation (HFWA) 2.5 $5.3M 211k 25.16
Ishares Morningstar Fund Morningstar Valu (ILCV) 2.3 $4.8M 80k 60.39
Johnson & Johnson (JNJ) 2.1 $4.5M 26k 177.49
Caterpillar (CAT) 1.7 $3.6M 20k 178.71
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.6 $3.4M 68k 49.95
Boeing Company (BA) 1.6 $3.4M 25k 136.70
Vanguard Value Value Etf (VTV) 1.4 $2.9M 22k 131.87
Schwab US Broad Market Us Brd Mkt Etf (SCHB) 1.3 $2.8M 63k 44.18
Procter & Gamble Company (PG) 1.3 $2.7M 19k 143.78
Spdr Gold TRUST Gold Shs (GLD) 1.2 $2.6M 16k 168.42
NVIDIA Corporation (NVDA) 1.2 $2.5M 17k 151.54
Qualcomm (QCOM) 1.1 $2.4M 19k 127.70
Vanguard Div Apprciation Div App Etf (VIG) 1.1 $2.3M 16k 143.43
United Parcel Service B CL B (UPS) 1.1 $2.3M 13k 182.48
Abbvie (ABBV) 1.0 $2.1M 14k 153.14
Timberland Ban (TSBK) 1.0 $2.1M 84k 25.00
Chevron Corporation (CVX) 0.9 $2.0M 14k 144.76
Verizon Communications (VZ) 0.9 $1.9M 38k 50.75
Walt Disney Company (DIS) 0.9 $1.8M 19k 94.39
SYSCO Corporation (SYY) 0.8 $1.7M 21k 84.70
Intel Corporation (INTC) 0.8 $1.7M 46k 37.40
Paccar (PCAR) 0.8 $1.6M 19k 82.31
Pfizer (PFE) 0.7 $1.4M 26k 52.43
JPMorgan Chase & Co. (JPM) 0.7 $1.4M 12k 112.53
Comcast Corp New Cl A Cl A (CMCSA) 0.6 $1.3M 33k 39.23
Nike Inc Class B CL B (NKE) 0.6 $1.2M 12k 102.12
Oracle Corporation (ORCL) 0.6 $1.2M 17k 69.85
Nextera Energy (NEE) 0.6 $1.2M 15k 77.41
Merck & Co (MRK) 0.5 $1.1M 13k 91.14
Exxon Mobil Corporation (XOM) 0.5 $1.1M 13k 85.62
Cisco Systems (CSCO) 0.5 $1.1M 25k 42.60
At&t (T) 0.5 $1.1M 51k 20.95
CVS Caremark Corporation (CVS) 0.5 $1.0M 11k 92.57
Ishares TRUST Dow Jones U.s. Tech Etf (IYW) 0.5 $970k 12k 79.87
Bank of America Corporation (BAC) 0.4 $923k 30k 31.13
Schwab International Intl Eqty Etf (SCHF) 0.4 $916k 29k 31.44
Schwab US Small Cap Etf Us Sml Cap Etf (SCHA) 0.4 $915k 24k 38.98
Kraft Heinz (KHC) 0.4 $889k 23k 38.11
Schwab US Large Cap Us Lcap Va Etf (SCHV) 0.4 $826k 13k 62.38
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.4 $795k 19k 41.60
Weyerhaeuser Com New (WY) 0.4 $751k 23k 33.12
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW) 0.4 $750k 12k 60.35
Paypal Holdings (PYPL) 0.4 $743k 11k 69.80
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.3 $704k 14k 51.57
Citigroup Com New (C) 0.3 $695k 15k 45.99
Coca-Cola Company (KO) 0.3 $691k 11k 62.90
Charles Schwab Corporation (SCHW) 0.3 $671k 11k 63.14
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) 0.3 $652k 26k 25.35
Vanguard Ftse Etf Van Ftse Dev Mkt (VEA) 0.3 $626k 15k 40.78
Devon Energy Corporation (DVN) 0.3 $577k 11k 55.11
Schwab US Large Cap Etf Us Lrg Cap Etf (SCHX) 0.3 $552k 12k 44.62
Johnson Controls International SHS (JCI) 0.2 $504k 11k 47.87
Schwab US Aggregate Bond Us Aggregate B (SCHZ) 0.2 $484k 10k 47.85
Sector Spdr Fincl Select Financial (XLF) 0.2 $451k 14k 31.40
Ishares Silver TRUST Ishares (SLV) 0.2 $425k 23k 18.63
Ishares Msci Emrg Mkt Msci Emg Mkt Etf (EEM) 0.2 $415k 10k 40.02
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.2 $359k 13k 28.25
CSX Corporation (CSX) 0.2 $337k 12k 29.03
Enterprise Products Partners (EPD) 0.1 $312k 13k 24.31
Columbia Banking System (COLB) 0.1 $295k 10k 28.62
Snap Inc Cl A Cl A (SNAP) 0.1 $283k 22k 13.13
Palantir Technologies Cl A (PLTR) 0.1 $261k 29k 9.07
Warner Bros. Discovery Srs A Ord Wi Com Ser A (WBD) 0.1 $207k 15k 13.40