Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Kiley Juergens Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 12.8 $36M 113k 315.75
Apple (AAPL) 10.6 $29M 171k 171.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $19M 54k 358.27
Costco Wholesale Corporation (COST) 6.8 $19M 34k 564.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.1 $14M 40k 350.30
Amazon (AMZN) 4.2 $12M 91k 127.12
Starbucks Corporation (SBUX) 3.9 $11M 119k 91.27
Ishares Tr Morningstar Grwt (ILCG) 3.4 $9.4M 157k 59.65
Alphabet Cap Stk Cl A (GOOGL) 3.3 $9.2M 70k 130.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.1 $8.7M 123k 70.76
NVIDIA Corporation (NVDA) 2.6 $7.1M 16k 434.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $6.0M 81k 75.17
Caterpillar (CAT) 1.9 $5.2M 19k 273.01
Ishares Tr Morningstar Valu (ILCV) 1.9 $5.2M 80k 64.77
Boeing Company (BA) 1.6 $4.4M 23k 191.68
Tesla Motors (TSLA) 1.6 $4.3M 17k 250.22
Heritage Financial Corporation (HFWA) 1.4 $3.9M 240k 16.31
Johnson & Johnson (JNJ) 1.4 $3.7M 24k 155.75
Timberland Ban (TSBK) 1.2 $3.3M 123k 27.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $3.3M 64k 51.87
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $3.0M 20k 155.38
Vanguard Index Fds Value Etf (VTV) 1.1 $3.0M 22k 137.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $3.0M 60k 49.85
Procter & Gamble Company (PG) 1.1 $2.9M 20k 145.86
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.8M 17k 171.45
McDonald's Corporation (MCD) 1.0 $2.8M 11k 263.45
Paccar (PCAR) 0.9 $2.6M 30k 85.02
Chevron Corporation (CVX) 0.9 $2.5M 15k 168.62
Pioneer Natural Resources (PXD) 0.9 $2.4M 11k 229.56
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.1M 16k 131.85
JPMorgan Chase & Co. (JPM) 0.7 $1.9M 13k 145.02
Qualcomm (QCOM) 0.7 $1.9M 17k 111.06
Oracle Corporation (ORCL) 0.6 $1.7M 16k 105.92
United Parcel Service CL B (UPS) 0.6 $1.6M 10k 155.86
Intel Corporation (INTC) 0.6 $1.6M 44k 35.55
Abbvie (ABBV) 0.5 $1.5M 10k 149.07
Exxon Mobil Corporation (XOM) 0.5 $1.3M 12k 117.58
Cisco Systems (CSCO) 0.5 $1.3M 24k 53.76
Merck & Co (MRK) 0.5 $1.3M 12k 102.95
Nike CL B (NKE) 0.4 $1.2M 13k 95.62
Walt Disney Company (DIS) 0.4 $1.1M 13k 81.05
Comcast Corp Cl A (CMCSA) 0.4 $1.1M 25k 44.34
Bank of America Corporation (BAC) 0.4 $980k 36k 27.38
SYSCO Corporation (SYY) 0.3 $934k 14k 66.05
Nextera Energy (NEE) 0.3 $921k 16k 57.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $889k 14k 64.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $873k 26k 33.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $873k 12k 75.15
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $870k 21k 41.42
Pfizer (PFE) 0.3 $813k 25k 33.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $780k 20k 39.21
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $760k 10k 72.72
Weyerhaeuser Co Mtn Be Com New (WY) 0.3 $733k 24k 30.66
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $716k 30k 23.94
Verizon Communications (VZ) 0.3 $698k 22k 32.41
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $681k 13k 53.52
At&t (T) 0.2 $663k 44k 15.02
Coca-Cola Company (KO) 0.2 $643k 12k 55.98
Charles Schwab Corporation (SCHW) 0.2 $613k 11k 54.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $602k 12k 50.60
Wells Fargo & Company (WFC) 0.2 $585k 14k 40.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $546k 13k 43.72
Select Sector Spdr Tr Financial (XLF) 0.2 $472k 14k 33.17
Kenvue (KVUE) 0.2 $469k 23k 20.08
Ishares Silver Tr Ishares (SLV) 0.2 $451k 22k 20.34
Citigroup Com New (C) 0.2 $418k 10k 41.13
Palantir Technologies Cl A (PLTR) 0.1 $383k 24k 16.00
Ford Motor Company (F) 0.1 $381k 31k 12.42
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $369k 12k 31.67
Kraft Heinz (KHC) 0.1 $355k 11k 33.64
CSX Corporation (CSX) 0.1 $334k 11k 30.75
Columbia Banking System (COLB) 0.1 $255k 13k 20.30