Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 70 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 12.3 $26M 112k 232.89
Apple (AAPL) 11.6 $25M 179k 138.19
Costco Wholesale Corporation (COST) 6.7 $14M 30k 472.25
Berkshire Hathaway Cl B Cl B New (BRK.B) 5.1 $11M 41k 267.02
Amazon (AMZN) 4.7 $10M 89k 112.99
Starbucks Corporation (SBUX) 4.7 $9.9M 118k 84.26
Ishares Morningstar Fund Morningstar Grwt (ILCG) 4.0 $8.4M 175k 48.26
Sch US Div Equity Etf Us Dividend Eq (SCHD) 3.4 $7.2M 108k 66.43
Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 3.3 $6.9M 73k 95.64
Vanguard Bond Index Fund Short Trm Bond (BSV) 3.1 $6.5M 87k 74.81
Heritage Financial Corporation (HFWA) 2.5 $5.4M 204k 26.47
Tesla Motors (TSLA) 2.2 $4.8M 18k 265.20
Ishares Morningstar Fund Morningstar Valu (ILCV) 2.1 $4.5M 80k 56.47
Johnson & Johnson (JNJ) 2.0 $4.2M 26k 163.34
Caterpillar (CAT) 1.5 $3.3M 20k 164.05
Boeing Company (BA) 1.3 $2.9M 24k 121.08
Spdr Gold TRUST Gold Shs (GLD) 1.3 $2.7M 18k 154.62
Vanguard Value Value Etf (VTV) 1.3 $2.7M 22k 123.47
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.3 $2.7M 61k 44.35
Procter & Gamble Company (PG) 1.1 $2.4M 19k 126.24
Schwab US Broad Market Us Brd Mkt Etf (SCHB) 1.1 $2.4M 57k 41.99
Timberland Ban (TSBK) 1.1 $2.3M 84k 27.65
Qualcomm (QCOM) 1.0 $2.2M 19k 112.94
Vanguard Div Apprciation Div App Etf (VIG) 1.0 $2.2M 16k 135.12
United Parcel Service B CL B (UPS) 0.9 $2.0M 13k 161.53
NVIDIA Corporation (NVDA) 0.9 $2.0M 17k 121.39
Chevron Corporation (CVX) 0.9 $2.0M 14k 143.65
Abbvie (ABBV) 0.9 $1.8M 14k 134.15
Walt Disney Company (DIS) 0.9 $1.8M 19k 94.29
Paccar (PCAR) 0.8 $1.6M 19k 83.67
Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.7 $1.5M 16k 96.14
SYSCO Corporation (SYY) 0.7 $1.4M 20k 70.66
JPMorgan Chase & Co. (JPM) 0.7 $1.4M 13k 104.45
Verizon Communications (VZ) 0.6 $1.3M 35k 37.96
Pfizer (PFE) 0.6 $1.3M 29k 43.73
Intel Corporation (INTC) 0.6 $1.2M 46k 25.76
Nextera Energy (NEE) 0.6 $1.2M 15k 78.35
Merck & Co (MRK) 0.5 $1.1M 13k 86.10
Oracle Corporation (ORCL) 0.5 $1.1M 18k 61.02
CVS Caremark Corporation (CVS) 0.5 $1.1M 11k 95.35
Cisco Systems (CSCO) 0.5 $1.0M 26k 39.97
Nike Inc Class B CL B (NKE) 0.5 $994k 12k 83.12
Exxon Mobil Corporation (XOM) 0.5 $983k 11k 87.23
Bank of America Corporation (BAC) 0.5 $963k 32k 30.19
Comcast Corp New Cl A Cl A (CMCSA) 0.4 $907k 31k 29.31
Ishares TRUST Dow Jones U.s. Tech Etf (IYW) 0.4 $891k 12k 73.37
At&t (T) 0.4 $848k 55k 15.33
Schwab US Large Cap Us Lcap Va Etf (SCHV) 0.4 $805k 14k 58.49
Devon Energy Corporation (DVN) 0.4 $781k 13k 60.08
Schwab US Small Cap Etf Us Sml Cap Etf (SCHA) 0.4 $761k 20k 37.76
Schwab International Intl Eqty Etf (SCHF) 0.4 $758k 27k 28.11
Charles Schwab Corporation (SCHW) 0.4 $749k 10k 71.81
Kraft Heinz (KHC) 0.3 $731k 22k 33.33
Ishares S&P 500 Growth S&p 500 Grwt Etf (IVW) 0.3 $718k 12k 57.77
Weyerhaeuser Com New (WY) 0.3 $687k 24k 28.54
Vanguard Emerging Market Ftse Emr Mkt Etf (VWO) 0.3 $687k 19k 36.47
Citigroup Com New (C) 0.3 $683k 16k 41.62
Coca-Cola Company (KO) 0.3 $648k 12k 55.97
Vanguard Total Intl Etf Vg Tl Intl Stk F (VXUS) 0.3 $613k 13k 45.73
Schwab Emerging Markets Emrg Mkteq Etf (SCHE) 0.3 $604k 27k 22.38
Schwab US Large Cap Etf Us Lrg Cap Etf (SCHX) 0.2 $525k 12k 42.34
Vanguard Ftse Etf Van Ftse Dev Mkt (VEA) 0.2 $475k 13k 36.31
Sector Spdr Fincl Select Financial (XLF) 0.2 $436k 14k 30.35
Ishares Silver TRUST Ishares (SLV) 0.2 $386k 22k 17.46
Sch Fnd Intl Lg Etf Schwb Fdt Int Lg (FNDF) 0.1 $300k 12k 25.13
Columbia Banking System (COLB) 0.1 $297k 10k 28.81
CSX Corporation (CSX) 0.1 $293k 11k 26.61
Snap Inc Cl A Cl A (SNAP) 0.1 $212k 22k 9.79
Palantir Technologies Cl A (PLTR) 0.1 $209k 26k 8.13
Warner Bros. Discovery Srs A Ord Wi Com Ser A (WBD) 0.1 $207k 15k 13.40