Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of March 31, 2024

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 66 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.2 $46M 109k 420.72
Apple (AAPL) 8.4 $27M 159k 171.48
Costco Wholesale Corporation (COST) 7.5 $24M 33k 732.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.4 $24M 54k 444.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.3 $17M 41k 420.52
Amazon (AMZN) 5.1 $17M 92k 180.38
NVIDIA Corporation (NVDA) 4.5 $15M 16k 903.54
Ishares Tr Morningstar Grwt (ILCG) 3.6 $12M 155k 75.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.5 $11M 141k 80.63
Starbucks Corporation (SBUX) 3.4 $11M 120k 91.39
Alphabet Cap Stk Cl A (GOOGL) 3.2 $11M 69k 150.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $7.2M 94k 76.67
Caterpillar (CAT) 2.1 $6.8M 19k 366.44
Ishares Tr Morningstar Valu (ILCV) 1.9 $6.2M 81k 76.86
Heritage Financial Corporation (HFWA) 1.4 $4.6M 240k 19.39
Boeing Company (BA) 1.4 $4.6M 24k 192.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $3.9M 66k 58.65
Vanguard Index Fds Value Etf (VTV) 1.1 $3.7M 23k 162.86
Paccar (PCAR) 1.1 $3.7M 30k 123.89
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $3.6M 59k 61.05
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $3.6M 20k 182.61
Spdr Gold Tr Gold Shs (GLD) 1.1 $3.4M 17k 205.72
Timberland Ban (TSBK) 1.0 $3.3M 122k 26.92
Procter & Gamble Company (PG) 1.0 $3.3M 20k 162.25
Johnson & Johnson (JNJ) 1.0 $3.1M 20k 158.19
Tesla Motors (TSLA) 0.9 $3.0M 17k 175.79
McDonald's Corporation (MCD) 0.9 $3.0M 11k 281.94
JPMorgan Chase & Co. (JPM) 0.9 $2.8M 14k 200.31
Qualcomm (QCOM) 0.8 $2.6M 15k 169.30
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.4M 16k 152.26
Chevron Corporation (CVX) 0.7 $2.2M 14k 157.74
Novo-nordisk A S Adr (NVO) 0.7 $2.1M 17k 128.40
Intel Corporation (INTC) 0.6 $1.9M 43k 44.17
Nike CL B (NKE) 0.5 $1.7M 18k 93.98
Merck & Co (MRK) 0.5 $1.6M 12k 131.95
Bank of America Corporation (BAC) 0.5 $1.5M 40k 37.92
Oracle Corporation (ORCL) 0.4 $1.4M 11k 125.61
Exxon Mobil Corporation (XOM) 0.4 $1.2M 11k 116.24
Cisco Systems (CSCO) 0.4 $1.2M 24k 49.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $1.2M 15k 75.98
Comcast Corp Cl A (CMCSA) 0.3 $1.0M 23k 43.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.0M 20k 49.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $937k 10k 92.72
Wal-Mart Stores (WMT) 0.3 $922k 15k 60.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $898k 23k 39.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $821k 33k 25.25
Wells Fargo & Company (WFC) 0.3 $816k 14k 57.96
Weyerhaeuser Co Mtn Be Com New (WY) 0.3 $815k 23k 35.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $790k 19k 41.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $776k 13k 62.06
Verizon Communications (VZ) 0.2 $756k 18k 41.96
Coca-Cola Company (KO) 0.2 $748k 12k 61.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $745k 12k 60.30
Occidental Petroleum Corporation (OXY) 0.2 $734k 11k 64.99
At&t (T) 0.2 $732k 42k 17.60
Kenvue (KVUE) 0.2 $654k 31k 21.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $653k 13k 50.17
Palantir Technologies Cl A (PLTR) 0.2 $619k 27k 23.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $596k 13k 46.00
Select Sector Spdr Tr Financial (XLF) 0.2 $582k 14k 42.12
Pfizer (PFE) 0.2 $493k 18k 27.75
CSX Corporation (CSX) 0.1 $454k 12k 37.07
Ishares Silver Tr Ishares (SLV) 0.1 $425k 19k 22.75
Ford Motor Company (F) 0.1 $418k 32k 13.28
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $417k 12k 35.61
Columbia Banking System (COLB) 0.1 $248k 13k 19.35