Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 71 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.5 $27M 114k 239.82
Apple (AAPL) 9.7 $23M 178k 129.93
Costco Wholesale Corporation (COST) 6.1 $15M 32k 456.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.0 $14M 54k 266.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.2 $12M 40k 308.90
Starbucks Corporation (SBUX) 4.9 $12M 118k 99.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.5 $8.3M 110k 75.54
Ishares Tr Morningstar Grwt (ILCG) 3.4 $8.2M 169k 48.68
Amazon (AMZN) 3.1 $7.4M 88k 84.00
Alphabet Cap Stk Cl A (GOOGL) 2.6 $6.2M 71k 88.23
Heritage Financial Corporation (HFWA) 2.6 $6.1M 199k 30.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $5.9M 79k 75.28
Ishares Tr Morningstar Valu (ILCV) 2.1 $5.1M 80k 63.23
Caterpillar (CAT) 2.0 $4.7M 20k 239.56
Johnson & Johnson (JNJ) 1.9 $4.6M 26k 176.65
Boeing Company (BA) 1.9 $4.5M 24k 190.49
Timberland Ban (TSBK) 1.8 $4.2M 124k 34.13
Vanguard Index Fds Value Etf (VTV) 1.3 $3.2M 23k 140.37
Procter & Gamble Company (PG) 1.2 $3.0M 20k 151.56
Spdr Gold Tr Gold Shs (GLD) 1.2 $3.0M 17k 169.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $2.9M 59k 50.14
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $2.6M 17k 151.85
Chevron Corporation (CVX) 1.1 $2.6M 15k 179.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $2.6M 57k 44.81
NVIDIA Corporation (NVDA) 1.0 $2.3M 16k 146.14
Abbvie (ABBV) 0.9 $2.2M 14k 161.61
Tesla Motors (TSLA) 0.9 $2.2M 18k 123.18
United Parcel Service CL B (UPS) 0.9 $2.1M 12k 173.84
Qualcomm (QCOM) 0.9 $2.0M 19k 109.94
Paccar (PCAR) 0.8 $1.9M 19k 98.97
JPMorgan Chase & Co. (JPM) 0.7 $1.8M 13k 134.10
SYSCO Corporation (SYY) 0.6 $1.5M 20k 76.45
Walt Disney Company (DIS) 0.6 $1.5M 18k 86.88
Pfizer (PFE) 0.6 $1.5M 29k 51.24
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.4M 16k 88.73
Merck & Co (MRK) 0.6 $1.4M 13k 110.95
Nike CL B (NKE) 0.6 $1.4M 12k 117.01
Oracle Corporation (ORCL) 0.6 $1.4M 17k 81.74
Nextera Energy (NEE) 0.5 $1.3M 15k 83.60
Verizon Communications (VZ) 0.5 $1.3M 32k 39.40
Exxon Mobil Corporation (XOM) 0.5 $1.3M 11k 110.30
Intel Corporation (INTC) 0.5 $1.2M 46k 26.43
Bank of America Corporation (BAC) 0.5 $1.2M 36k 33.12
Cisco Systems (CSCO) 0.5 $1.1M 24k 47.64
CVS Caremark Corporation (CVS) 0.4 $1.0M 11k 93.19
Comcast Corp Cl A (CMCSA) 0.4 $1.0M 29k 34.97
At&t (T) 0.4 $996k 54k 18.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $919k 14k 66.02
Devon Energy Corporation (DVN) 0.4 $909k 15k 61.51
Charles Schwab Corporation (SCHW) 0.4 $869k 10k 83.26
Kraft Heinz (KHC) 0.4 $842k 21k 40.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $834k 21k 40.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $772k 24k 32.21
Ishares Tr U.s. Tech Etf (IYW) 0.3 $759k 10k 74.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $743k 19k 38.98
Weyerhaeuser Co Mtn Be Com New (WY) 0.3 $741k 24k 31.00
Coca-Cola Company (KO) 0.3 $732k 12k 63.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $683k 13k 51.72
Citigroup Com New (C) 0.3 $668k 15k 45.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $657k 11k 58.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $643k 27k 23.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $590k 11k 55.56
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $561k 12k 45.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $514k 12k 41.97
Select Sector Spdr Tr Financial (XLF) 0.2 $492k 14k 34.20
Ishares Silver Tr Ishares (SLV) 0.2 $477k 22k 22.02
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $347k 12k 29.07
CSX Corporation (CSX) 0.1 $337k 11k 30.98
Enterprise Products Partners (EPD) 0.1 $312k 13k 24.12
Columbia Banking System (COLB) 0.1 $311k 10k 30.13
Ford Motor Company (F) 0.1 $283k 24k 11.63