Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 65 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.2 $42M 113k 376.04
Apple (AAPL) 10.4 $31M 162k 192.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.4 $22M 54k 409.52
Costco Wholesale Corporation (COST) 7.3 $22M 33k 660.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.8 $15M 41k 356.66
Amazon (AMZN) 4.7 $14M 93k 151.94
Starbucks Corporation (SBUX) 3.9 $12M 120k 96.01
Ishares Tr Morningstar Grwt (ILCG) 3.6 $11M 157k 67.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $9.9M 130k 76.13
Alphabet Cap Stk Cl A (GOOGL) 3.3 $9.8M 70k 139.69
NVIDIA Corporation (NVDA) 2.7 $8.0M 16k 495.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $6.4M 83k 77.02
Boeing Company (BA) 2.0 $6.0M 23k 260.66
Ishares Tr Morningstar Valu (ILCV) 1.9 $5.6M 80k 70.62
Caterpillar (CAT) 1.9 $5.6M 19k 295.67
Heritage Financial Corporation (HFWA) 1.7 $5.1M 238k 21.39
Tesla Motors (TSLA) 1.4 $4.3M 17k 248.48
Timberland Ban (TSBK) 1.3 $3.8M 122k 31.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $3.6M 64k 56.14
Johnson & Johnson (JNJ) 1.2 $3.5M 22k 156.74
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $3.4M 20k 170.40
Vanguard Index Fds Value Etf (VTV) 1.1 $3.4M 23k 149.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $3.3M 60k 55.67
McDonald's Corporation (MCD) 1.1 $3.2M 11k 296.51
Spdr Gold Tr Gold Shs (GLD) 1.0 $3.1M 16k 191.17
Procter & Gamble Company (PG) 1.0 $3.0M 20k 146.54
Paccar (PCAR) 1.0 $2.9M 30k 97.65
Qualcomm (QCOM) 0.8 $2.3M 16k 144.63
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.3M 16k 140.93
JPMorgan Chase & Co. (JPM) 0.7 $2.2M 13k 170.10
Intel Corporation (INTC) 0.7 $2.2M 44k 50.25
Chevron Corporation (CVX) 0.7 $2.1M 14k 149.16
Nike CL B (NKE) 0.5 $1.6M 15k 108.57
Merck & Co (MRK) 0.5 $1.4M 12k 109.02
Cisco Systems (CSCO) 0.4 $1.3M 25k 50.52
Oracle Corporation (ORCL) 0.4 $1.2M 12k 105.43
Exxon Mobil Corporation (XOM) 0.4 $1.1M 11k 99.98
Bank of America Corporation (BAC) 0.4 $1.1M 32k 33.67
Comcast Corp Cl A (CMCSA) 0.4 $1.1M 25k 43.85
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.0M 14k 70.10
Walt Disney Company (DIS) 0.3 $998k 11k 90.29
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $976k 21k 47.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $931k 25k 36.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $846k 10k 82.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $821k 20k 41.10
Weyerhaeuser Co Mtn Be Com New (WY) 0.3 $811k 23k 34.77
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $775k 31k 24.79
SYSCO Corporation (SYY) 0.3 $774k 11k 73.13
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $730k 13k 57.96
At&t (T) 0.2 $709k 42k 16.78
Coca-Cola Company (KO) 0.2 $709k 12k 58.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $702k 12k 56.40
Verizon Communications (VZ) 0.2 $686k 18k 37.70
Wells Fargo & Company (WFC) 0.2 $676k 14k 49.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $596k 12k 47.90
Kenvue (KVUE) 0.2 $594k 28k 21.53
Select Sector Spdr Tr Financial (XLF) 0.2 $545k 15k 37.60
Pfizer (PFE) 0.2 $531k 18k 28.79
CSX Corporation (CSX) 0.1 $438k 13k 34.67
Palantir Technologies Cl A (PLTR) 0.1 $432k 25k 17.17
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $391k 12k 33.73
Ford Motor Company (F) 0.1 $387k 32k 12.19
Ishares Silver Tr Ishares (SLV) 0.1 $386k 18k 21.78
Columbia Banking System (COLB) 0.1 $335k 13k 26.68
Snap Cl A (SNAP) 0.1 $263k 16k 16.93