Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of June 30, 2023

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 72 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 13.6 $39M 116k 340.54
Apple (AAPL) 11.8 $34M 176k 193.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.9 $20M 54k 369.42
Costco Wholesale Corporation (COST) 6.1 $18M 33k 538.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.7 $14M 40k 341.00
Starbucks Corporation (SBUX) 4.1 $12M 119k 99.06
Amazon (AMZN) 3.9 $11M 88k 130.36
Ishares Tr Morningstar Grwt (ILCG) 3.4 $9.9M 158k 62.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $8.7M 120k 72.62
Alphabet Cap Stk Cl A (GOOGL) 2.9 $8.4M 70k 119.70
NVIDIA Corporation (NVDA) 2.4 $6.8M 16k 423.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $6.1M 81k 75.57
Ishares Tr Morningstar Valu (ILCV) 1.8 $5.3M 80k 66.52
Boeing Company (BA) 1.7 $4.9M 23k 211.16
Caterpillar (CAT) 1.6 $4.7M 19k 246.05
Tesla Motors (TSLA) 1.6 $4.6M 18k 261.77
Johnson & Johnson (JNJ) 1.5 $4.4M 27k 165.52
Vanguard Index Fds Value Etf (VTV) 1.2 $3.5M 25k 142.10
Heritage Financial Corporation (HFWA) 1.2 $3.4M 212k 16.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $3.4M 63k 54.41
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $3.2M 20k 162.43
McDonald's Corporation (MCD) 1.1 $3.2M 11k 298.41
Timberland Ban (TSBK) 1.1 $3.1M 123k 25.58
Spdr Gold Tr Gold Shs (GLD) 1.1 $3.1M 17k 178.27
Procter & Gamble Company (PG) 1.1 $3.1M 20k 151.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $3.0M 58k 51.70
Paccar (PCAR) 0.9 $2.5M 30k 83.65
Chevron Corporation (CVX) 0.8 $2.3M 15k 157.35
Qualcomm (QCOM) 0.8 $2.2M 19k 119.04
United Parcel Service CL B (UPS) 0.7 $2.1M 12k 179.24
Pioneer Natural Resources (PXD) 0.7 $2.1M 10k 207.18
JPMorgan Chase & Co. (JPM) 0.7 $2.0M 14k 145.44
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.9M 16k 120.97
Oracle Corporation (ORCL) 0.7 $1.9M 16k 119.09
Abbvie (ABBV) 0.5 $1.5M 11k 134.72
Intel Corporation (INTC) 0.5 $1.5M 45k 33.44
Merck & Co (MRK) 0.5 $1.4M 12k 115.39
Walt Disney Company (DIS) 0.5 $1.4M 16k 89.28
Nike CL B (NKE) 0.5 $1.4M 12k 110.37
SYSCO Corporation (SYY) 0.4 $1.3M 17k 74.20
Cisco Systems (CSCO) 0.4 $1.2M 24k 51.74
Exxon Mobil Corporation (XOM) 0.4 $1.2M 12k 107.25
Nextera Energy (NEE) 0.4 $1.2M 16k 74.20
Bank of America Corporation (BAC) 0.4 $1.1M 38k 28.69
Comcast Corp Cl A (CMCSA) 0.4 $1.1M 26k 41.55
Pfizer (PFE) 0.3 $979k 27k 36.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $930k 14k 67.09
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $927k 21k 43.80
Verizon Communications (VZ) 0.3 $907k 24k 37.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $862k 24k 35.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $809k 20k 40.68
Weyerhaeuser Co Mtn Be Com New (WY) 0.3 $799k 24k 33.51
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $775k 10k 74.95
At&t (T) 0.3 $735k 46k 15.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $713k 13k 56.08
CVS Caremark Corporation (CVS) 0.2 $704k 10k 69.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $693k 28k 24.63
Bristol Myers Squibb (BMY) 0.2 $684k 11k 63.95
Coca-Cola Company (KO) 0.2 $681k 11k 60.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $654k 13k 52.37
Citigroup Com New (C) 0.2 $595k 13k 46.04
Charles Schwab Corporation (SCHW) 0.2 $591k 10k 56.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $576k 13k 46.18
Devon Energy Corporation (DVN) 0.2 $496k 10k 48.34
Select Sector Spdr Tr Financial (XLF) 0.2 $483k 14k 33.71
Ishares Silver Tr Ishares (SLV) 0.2 $463k 22k 20.89
Kraft Heinz (KHC) 0.2 $451k 13k 35.50
Ford Motor Company (F) 0.1 $431k 29k 15.13
Palantir Technologies Cl A (PLTR) 0.1 $392k 26k 15.33
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $374k 12k 32.29
CSX Corporation (CSX) 0.1 $370k 11k 34.10
Columbia Banking System (COLB) 0.1 $249k 12k 20.28