Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 70 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 12.8 $49M 115k 430.30
Apple (AAPL) 9.6 $37M 159k 233.00
Costco Wholesale Corporation (COST) 7.6 $29M 33k 886.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.8 $26M 54k 488.07
NVIDIA Corporation (NVDA) 5.3 $20M 168k 121.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.8 $19M 41k 460.26
Amazon (AMZN) 4.8 $18M 99k 186.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $14M 165k 84.53
Ishares Tr Morningstar Grwt (ILCG) 3.3 $13M 149k 84.04
Alphabet Cap Stk Cl A (GOOGL) 3.1 $12M 72k 165.85
Starbucks Corporation (SBUX) 3.0 $11M 117k 97.49
Broadcom (AVGO) 2.6 $10M 58k 172.50
Caterpillar (CAT) 1.9 $7.3M 19k 391.12
Ishares Tr Morningstar Valu (ILCV) 1.9 $7.1M 87k 82.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $7.0M 88k 78.69
Heritage Financial Corporation (HFWA) 1.4 $5.3M 244k 21.77
Tesla Motors (TSLA) 1.2 $4.5M 17k 261.63
Vanguard Index Fds Value Etf (VTV) 1.2 $4.4M 25k 174.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $4.2M 67k 63.00
Spdr Gold Tr Gold Shs (GLD) 1.0 $4.0M 16k 243.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $4.0M 60k 66.52
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.9M 20k 198.06
Procter & Gamble Company (PG) 1.0 $3.7M 21k 173.20
Timberland Ban (TSBK) 1.0 $3.7M 121k 30.26
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $3.5M 36k 98.10
McDonald's Corporation (MCD) 0.8 $3.3M 11k 304.51
Boeing Company (BA) 0.8 $3.1M 20k 152.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.0M 11k 283.15
JPMorgan Chase & Co. (JPM) 0.8 $3.0M 14k 210.86
Johnson & Johnson (JNJ) 0.7 $2.9M 18k 162.06
Paccar (PCAR) 0.7 $2.9M 29k 98.68
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.7M 16k 167.19
Qualcomm (QCOM) 0.7 $2.5M 15k 170.05
Exxon Mobil Corporation (XOM) 0.6 $2.5M 21k 117.22
Novo-nordisk A S Adr (NVO) 0.6 $2.3M 20k 119.07
Uber Technologies (UBER) 0.6 $2.2M 30k 75.16
Chevron Corporation (CVX) 0.5 $2.0M 14k 147.27
Wal-Mart Stores (WMT) 0.5 $1.9M 24k 80.75
Oracle Corporation (ORCL) 0.5 $1.9M 11k 170.39
Merck & Co (MRK) 0.5 $1.8M 16k 113.56
Bank of America Corporation (BAC) 0.4 $1.6M 40k 39.68
Nike CL B (NKE) 0.4 $1.5M 17k 88.40
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.3M 16k 80.37
Cisco Systems (CSCO) 0.3 $1.3M 24k 53.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.2M 12k 104.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.2M 23k 51.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.2M 24k 47.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.2M 22k 52.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.1M 27k 41.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.1M 37k 29.18
Intel Corporation (INTC) 0.3 $1.0M 44k 23.46
Palantir Technologies Cl A (PLTR) 0.2 $944k 25k 37.20
Verizon Communications (VZ) 0.2 $872k 19k 44.91
Coca-Cola Company (KO) 0.2 $808k 11k 71.86
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $801k 12k 67.85
Wells Fargo & Company (WFC) 0.2 $792k 14k 56.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $782k 12k 64.74
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $763k 23k 33.86
At&t (T) 0.2 $732k 33k 22.00
Comcast Corp Cl A (CMCSA) 0.2 $732k 18k 41.77
Select Sector Spdr Tr Financial (XLF) 0.2 $626k 14k 45.32
Kenvue (KVUE) 0.2 $616k 27k 23.13
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $571k 12k 47.52
Ishares Silver Tr Ishares (SLV) 0.1 $539k 19k 28.41
Pfizer (PFE) 0.1 $485k 17k 28.94
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $439k 12k 37.37
CSX Corporation (CSX) 0.1 $412k 12k 34.53
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $368k 11k 33.23
Ford Motor Company (F) 0.1 $366k 35k 10.56
Columbia Banking System (COLB) 0.1 $294k 11k 26.11