Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of March 31, 2025

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.4 $43M 115k 375.39
Apple (AAPL) 9.0 $34M 153k 222.13
Costco Wholesale Corporation (COST) 8.5 $32M 34k 945.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.6 $25M 53k 468.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.7 $22M 40k 532.58
NVIDIA Corporation (NVDA) 4.9 $19M 171k 108.38
Amazon (AMZN) 4.7 $18M 93k 190.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.0 $15M 539k 27.96
Ishares Tr Morningstar Grwt (ILCG) 3.2 $12M 149k 80.99
Starbucks Corporation (SBUX) 3.1 $12M 118k 98.09
Alphabet Cap Stk Cl A (GOOGL) 2.8 $11M 69k 154.64
Broadcom (AVGO) 2.5 $9.5M 57k 167.43
Ishares Tr Morningstar Valu (ILCV) 1.9 $7.2M 89k 81.45
Caterpillar (CAT) 1.6 $6.0M 18k 329.79
Heritage Financial Corporation (HFWA) 1.5 $5.7M 234k 24.33
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $5.6M 71k 78.28
Spdr Gold Tr Gold Shs (GLD) 1.3 $4.7M 17k 288.14
Vanguard Index Fds Value Etf (VTV) 1.3 $4.7M 27k 172.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $4.6M 76k 60.66
Tesla Motors (TSLA) 1.1 $4.0M 16k 259.16
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $3.8M 20k 193.99
Procter & Gamble Company (PG) 1.0 $3.8M 22k 170.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $3.8M 174k 21.53
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $3.6M 40k 91.03
Timberland Ban (TSBK) 1.0 $3.6M 121k 30.15
JPMorgan Chase & Co. (JPM) 0.9 $3.5M 14k 245.30
McDonald's Corporation (MCD) 0.9 $3.4M 11k 312.36
Johnson & Johnson (JNJ) 0.8 $3.0M 18k 165.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $2.9M 11k 274.85
Paccar (PCAR) 0.7 $2.8M 29k 97.37
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.7M 17k 156.23
Uber Technologies (UBER) 0.7 $2.6M 35k 72.86
Boeing Company (BA) 0.7 $2.5M 15k 170.55
Exxon Mobil Corporation (XOM) 0.6 $2.4M 20k 118.93
Chevron Corporation (CVX) 0.6 $2.4M 14k 167.29
Wal-Mart Stores (WMT) 0.6 $2.2M 25k 87.79
Qualcomm (QCOM) 0.5 $2.0M 13k 153.61
Palantir Technologies Cl A (PLTR) 0.5 $1.8M 21k 84.40
Oracle Corporation (ORCL) 0.4 $1.6M 11k 139.80
Bank of America Corporation (BAC) 0.4 $1.6M 37k 41.73
Cisco Systems (CSCO) 0.4 $1.5M 24k 61.71
Merck & Co (MRK) 0.4 $1.4M 15k 89.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.3M 65k 19.78
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.3M 13k 95.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.3M 55k 23.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.3M 25k 50.83
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.1M 43k 26.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.1M 48k 23.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.1M 24k 45.26
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.1M 38k 27.57
Boeing Dep Conv Pfd A (BA.PA) 0.3 $1.0M 17k 59.83
Intel Corporation (INTC) 0.3 $975k 43k 22.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $962k 38k 25.04
Nike CL B (NKE) 0.3 $948k 15k 63.48
At&t (T) 0.2 $915k 32k 28.28
Verizon Communications (VZ) 0.2 $864k 19k 45.36
Select Sector Spdr Tr Financial (XLF) 0.2 $838k 17k 49.81
Coca-Cola Company (KO) 0.2 $829k 12k 71.62
Wells Fargo & Company (WFC) 0.2 $817k 11k 71.79
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $741k 25k 29.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $729k 33k 22.08
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $717k 12k 62.10
Kenvue (KVUE) 0.2 $613k 26k 23.98
Ishares Silver Tr Ishares (SLV) 0.2 $595k 19k 30.99
Comcast Corp Cl A (CMCSA) 0.1 $544k 15k 36.90
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $422k 12k 36.14
Pfizer (PFE) 0.1 $391k 15k 25.34
Capital Group Core Balanced SHS (CGBL) 0.1 $352k 11k 30.98
Ford Motor Company (F) 0.1 $323k 32k 10.03
CSX Corporation (CSX) 0.1 $317k 11k 29.43
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $314k 12k 26.20
Kinder Morgan (KMI) 0.1 $302k 11k 28.53
Columbia Banking System (COLB) 0.1 $271k 11k 24.94