Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of June 30, 2024

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 71 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 14.4 $52M 116k 446.95
Apple (AAPL) 9.4 $34M 160k 210.62
Costco Wholesale Corporation (COST) 7.8 $28M 33k 849.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.2 $26M 54k 479.11
NVIDIA Corporation (NVDA) 5.8 $21M 168k 123.54
Amazon (AMZN) 5.1 $18M 95k 193.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $17M 41k 406.80
Alphabet Cap Stk Cl A (GOOGL) 3.6 $13M 71k 182.15
Ishares Tr Morningstar Grwt (ILCG) 3.4 $12M 152k 81.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $12M 154k 77.76
Starbucks Corporation (SBUX) 2.6 $9.2M 118k 77.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $7.2M 94k 76.70
Ishares Tr Morningstar Valu (ILCV) 1.7 $6.3M 83k 76.32
Caterpillar (CAT) 1.7 $6.2M 19k 333.10
Heritage Financial Corporation (HFWA) 1.2 $4.3M 240k 18.03
Boeing Company (BA) 1.1 $4.0M 22k 182.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $3.9M 66k 58.64
Vanguard Index Fds Value Etf (VTV) 1.0 $3.8M 24k 160.41
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $3.7M 60k 62.87
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.6M 20k 182.55
Spdr Gold Tr Gold Shs (GLD) 1.0 $3.5M 17k 215.01
Procter & Gamble Company (PG) 1.0 $3.5M 21k 164.92
Tesla Motors (TSLA) 1.0 $3.4M 17k 197.88
Timberland Ban (TSBK) 0.9 $3.3M 121k 27.09
Qualcomm (QCOM) 0.9 $3.1M 15k 199.18
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.0M 17k 183.42
Paccar (PCAR) 0.8 $3.0M 29k 102.94
Novo-nordisk A S Adr (NVO) 0.8 $2.9M 21k 142.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $2.9M 11k 267.50
JPMorgan Chase & Co. (JPM) 0.8 $2.9M 14k 202.26
McDonald's Corporation (MCD) 0.7 $2.7M 11k 254.83
Johnson & Johnson (JNJ) 0.7 $2.7M 18k 146.16
Exxon Mobil Corporation (XOM) 0.7 $2.4M 21k 115.12
Chevron Corporation (CVX) 0.6 $2.2M 14k 156.42
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $2.0M 22k 91.78
Merck & Co (MRK) 0.5 $2.0M 16k 123.80
Bank of America Corporation (BAC) 0.5 $1.7M 42k 39.77
Oracle Corporation (ORCL) 0.4 $1.6M 11k 141.20
Wal-Mart Stores (WMT) 0.4 $1.6M 23k 67.71
Intel Corporation (INTC) 0.4 $1.5M 49k 30.97
Nike CL B (NKE) 0.4 $1.4M 18k 75.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.2M 16k 74.08
Cisco Systems (CSCO) 0.3 $1.2M 24k 47.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M 22k 49.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.1M 23k 47.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.0M 10k 100.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.0M 24k 43.76
Walt Disney Company (DIS) 0.3 $1.0M 10k 99.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $973k 25k 38.42
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $901k 34k 26.56
Comcast Corp Cl A (CMCSA) 0.2 $852k 22k 39.16
Wells Fargo & Company (WFC) 0.2 $826k 14k 59.39
At&t (T) 0.2 $800k 42k 19.11
Verizon Communications (VZ) 0.2 $769k 19k 41.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $756k 12k 64.25
Occidental Petroleum Corporation (OXY) 0.2 $749k 12k 63.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $746k 12k 60.30
Coca-Cola Company (KO) 0.2 $715k 11k 63.65
Palantir Technologies Cl A (PLTR) 0.2 $673k 27k 25.33
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $660k 23k 28.39
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $584k 13k 45.58
Select Sector Spdr Tr Financial (XLF) 0.2 $568k 14k 41.11
Freeport-mcmoran CL B (FCX) 0.1 $517k 11k 48.60
Kenvue (KVUE) 0.1 $511k 28k 18.18
Ishares Silver Tr Ishares (SLV) 0.1 $494k 19k 26.57
Pfizer (PFE) 0.1 $490k 18k 27.98
Ford Motor Company (F) 0.1 $440k 35k 12.54
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $421k 12k 35.03
CSX Corporation (CSX) 0.1 $400k 12k 33.45
Columbia Banking System (COLB) 0.1 $231k 12k 19.89
Snap Cl A (SNAP) 0.1 $213k 13k 16.61