Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of March 31, 2023

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 74 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 12.6 $34M 117k 288.30
Apple (AAPL) 11.0 $29M 178k 164.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.5 $17M 54k 320.93
Costco Wholesale Corporation (COST) 6.1 $16M 33k 496.87
Starbucks Corporation (SBUX) 4.7 $12M 119k 104.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.7 $12M 40k 308.77
Amazon (AMZN) 3.4 $9.2M 89k 103.29
Ishares Tr Morningstar Grwt (ILCG) 3.3 $8.9M 161k 55.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $8.4M 115k 73.16
Alphabet Cap Stk Cl A (GOOGL) 2.7 $7.3M 70k 103.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.3 $6.1M 80k 76.49
Ishares Tr Morningstar Valu (ILCV) 1.9 $5.1M 80k 63.90
Boeing Company (BA) 1.9 $5.0M 24k 212.43
NVIDIA Corporation (NVDA) 1.7 $4.4M 16k 277.78
Caterpillar (CAT) 1.6 $4.4M 19k 228.84
Heritage Financial Corporation (HFWA) 1.6 $4.3M 200k 21.40
Johnson & Johnson (JNJ) 1.6 $4.1M 27k 155.00
Tesla Motors (TSLA) 1.4 $3.7M 18k 207.46
Spdr Gold Tr Gold Shs (GLD) 1.3 $3.4M 19k 183.22
Vanguard Index Fds Value Etf (VTV) 1.3 $3.4M 24k 138.11
Timberland Ban (TSBK) 1.3 $3.3M 124k 27.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $3.3M 62k 53.47
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $3.0M 20k 154.01
McDonald's Corporation (MCD) 1.1 $3.0M 11k 279.60
Procter & Gamble Company (PG) 1.1 $3.0M 20k 148.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $2.8M 58k 47.85
Qualcomm (QCOM) 0.9 $2.4M 19k 127.58
Chevron Corporation (CVX) 0.9 $2.3M 14k 163.16
United Parcel Service CL B (UPS) 0.9 $2.3M 12k 193.98
Paccar (PCAR) 0.8 $2.2M 30k 73.20
Abbvie (ABBV) 0.8 $2.2M 14k 159.37
JPMorgan Chase & Co. (JPM) 0.7 $1.8M 14k 130.31
Walt Disney Company (DIS) 0.6 $1.7M 17k 100.13
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.7M 16k 104.00
Oracle Corporation (ORCL) 0.6 $1.5M 17k 92.92
Nike CL B (NKE) 0.6 $1.5M 12k 122.64
SYSCO Corporation (SYY) 0.6 $1.5M 20k 77.23
Intel Corporation (INTC) 0.5 $1.5M 45k 32.67
Merck & Co (MRK) 0.5 $1.4M 13k 106.39
Cisco Systems (CSCO) 0.5 $1.3M 24k 52.27
Exxon Mobil Corporation (XOM) 0.5 $1.2M 11k 109.66
Nextera Energy (NEE) 0.4 $1.2M 16k 77.08
Verizon Communications (VZ) 0.4 $1.2M 30k 38.89
At&t (T) 0.4 $1.2M 61k 19.25
Pfizer (PFE) 0.4 $1.2M 28k 40.80
Bank of America Corporation (BAC) 0.4 $1.1M 38k 28.60
Comcast Corp Cl A (CMCSA) 0.4 $1.0M 27k 37.91
Devon Energy Corporation (DVN) 0.4 $941k 19k 50.61
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $915k 14k 65.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $879k 21k 41.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $835k 24k 34.80
CVS Caremark Corporation (CVS) 0.3 $824k 11k 74.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $806k 20k 40.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $751k 12k 65.17
Kraft Heinz (KHC) 0.3 $740k 19k 38.67
Bristol Myers Squibb (BMY) 0.3 $731k 11k 69.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $730k 13k 55.21
Weyerhaeuser Co Mtn Be Com New (WY) 0.3 $721k 24k 30.13
Coca-Cola Company (KO) 0.3 $686k 11k 62.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $675k 28k 24.52
Citigroup Com New (C) 0.2 $661k 14k 46.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $640k 10k 63.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $602k 13k 48.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $564k 13k 45.17
Charles Schwab Corporation (SCHW) 0.2 $547k 10k 52.38
Ishares Silver Tr Ishares (SLV) 0.2 $490k 22k 22.12
Select Sector Spdr Tr Financial (XLF) 0.2 $462k 14k 32.15
Enterprise Products Partners (EPD) 0.1 $389k 15k 25.90
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $364k 12k 31.27
CSX Corporation (CSX) 0.1 $326k 11k 29.94
Ford Motor Company (F) 0.1 $325k 26k 12.60
Columbia Banking System (COLB) 0.1 $253k 12k 21.42
Palantir Technologies Cl A (PLTR) 0.1 $209k 25k 8.45
Warner Bros Discovery Com Ser A (WBD) 0.1 $201k 13k 15.10