Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 72 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 12.1 $48M 115k 421.50
Apple (AAPL) 9.9 $40M 158k 250.42
Costco Wholesale Corporation (COST) 7.6 $30M 33k 916.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.8 $27M 54k 511.23
NVIDIA Corporation (NVDA) 5.7 $23M 168k 134.29
Amazon (AMZN) 5.3 $21M 97k 219.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $18M 40k 453.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.5 $14M 511k 27.32
Alphabet Cap Stk Cl A (GOOGL) 3.4 $13M 71k 189.30
Ishares Tr Morningstar Grwt (ILCG) 3.3 $13M 148k 89.60
Broadcom (AVGO) 3.3 $13M 57k 231.84
Starbucks Corporation (SBUX) 2.7 $11M 117k 91.25
Ishares Tr Morningstar Valu (ILCV) 1.8 $7.1M 88k 80.98
Caterpillar (CAT) 1.7 $6.7M 18k 362.75
Tesla Motors (TSLA) 1.6 $6.6M 16k 403.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $6.0M 78k 77.27
Heritage Financial Corporation (HFWA) 1.4 $5.8M 236k 24.50
Vanguard Index Fds Value Etf (VTV) 1.1 $4.5M 26k 169.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $4.1M 71k 57.41
Spdr Gold Tr Gold Shs (GLD) 1.0 $4.0M 17k 242.13
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.8M 20k 195.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $3.8M 168k 22.70
Timberland Ban (TSBK) 0.9 $3.7M 121k 30.51
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $3.7M 42k 87.33
Procter & Gamble Company (PG) 0.9 $3.5M 21k 167.65
JPMorgan Chase & Co. (JPM) 0.8 $3.4M 14k 239.71
McDonald's Corporation (MCD) 0.8 $3.1M 11k 289.89
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.1M 16k 190.44
Boeing Company (BA) 0.8 $3.1M 17k 177.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.0M 10k 289.81
Paccar (PCAR) 0.7 $3.0M 29k 104.02
Johnson & Johnson (JNJ) 0.6 $2.5M 18k 144.62
Exxon Mobil Corporation (XOM) 0.6 $2.2M 21k 107.57
Wal-Mart Stores (WMT) 0.5 $2.2M 24k 90.35
Qualcomm (QCOM) 0.5 $2.2M 14k 153.62
Chevron Corporation (CVX) 0.5 $1.9M 13k 144.84
Oracle Corporation (ORCL) 0.5 $1.9M 11k 166.64
Palantir Technologies Cl A (PLTR) 0.5 $1.8M 24k 75.63
Bank of America Corporation (BAC) 0.4 $1.7M 39k 43.95
Uber Technologies (UBER) 0.4 $1.7M 28k 60.32
Pepsi (PEP) 0.4 $1.6M 10k 152.06
Merck & Co (MRK) 0.4 $1.5M 15k 99.48
Cisco Systems (CSCO) 0.4 $1.4M 24k 59.20
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.2M 13k 92.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.2M 45k 25.86
Nike CL B (NKE) 0.3 $1.1M 15k 75.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.1M 24k 44.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M 22k 47.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.1M 40k 26.07
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.0M 46k 22.70
Novo-nordisk A S Adr (NVO) 0.3 $1.0M 12k 86.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.0M 39k 26.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.0M 37k 27.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.0M 55k 18.50
Wells Fargo & Company (WFC) 0.2 $974k 14k 70.24
Intel Corporation (INTC) 0.2 $868k 43k 20.05
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $822k 36k 23.18
Verizon Communications (VZ) 0.2 $773k 19k 39.99
At&t (T) 0.2 $731k 32k 22.77
Coca-Cola Company (KO) 0.2 $677k 11k 62.26
Select Sector Spdr Tr Financial (XLF) 0.2 $668k 14k 48.33
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $666k 11k 58.93
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $644k 23k 28.15
Comcast Corp Cl A (CMCSA) 0.2 $637k 17k 37.53
Kenvue (KVUE) 0.1 $579k 27k 21.35
Ishares Silver Tr Ishares (SLV) 0.1 $496k 19k 26.33
Pfizer (PFE) 0.1 $421k 16k 26.53
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $389k 12k 33.21
CSX Corporation (CSX) 0.1 $367k 11k 32.27
Ford Motor Company (F) 0.1 $363k 37k 9.90
Columbia Banking System (COLB) 0.1 $305k 11k 27.01
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $288k 10k 27.71