Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of June 30, 2025

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 78 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 13.0 $57M 114k 497.41
Costco Wholesale Corporation (COST) 7.7 $33M 34k 989.93
Apple (AAPL) 7.5 $32M 158k 205.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.7 $29M 53k 551.64
NVIDIA Corporation (NVDA) 6.3 $27M 173k 157.99
Amazon (AMZN) 4.8 $21M 94k 219.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.5 $20M 40k 485.77
Broadcom (AVGO) 3.6 $16M 57k 275.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $15M 560k 26.50
Ishares Tr Morningstar Grwt (ILCG) 3.3 $14M 148k 96.90
Alphabet Cap Stk Cl A (GOOGL) 2.8 $12M 69k 176.23
Starbucks Corporation (SBUX) 2.5 $11M 119k 91.63
Ishares Tr Morningstar Valu (ILCV) 1.7 $7.4M 89k 83.39
Caterpillar (CAT) 1.6 $7.1M 18k 388.22
Lockheed Martin Corporation (LMT) 1.4 $6.1M 13k 463.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $5.6M 83k 67.22
Heritage Financial Corporation (HFWA) 1.3 $5.6M 233k 23.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $5.4M 69k 78.70
Spdr Gold Tr Gold Shs (GLD) 1.2 $5.1M 17k 304.83
Tesla Motors (TSLA) 1.2 $5.0M 16k 317.66
Vanguard Index Fds Value Etf (VTV) 1.1 $4.8M 27k 176.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $4.3M 179k 23.83
Alphabet Cap Stk Cl C (GOOG) 1.0 $4.2M 24k 177.39
JPMorgan Chase & Co. (JPM) 1.0 $4.2M 15k 289.92
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $4.0M 19k 204.67
Timberland Ban (TSBK) 0.9 $3.8M 121k 31.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.7M 12k 303.94
Procter & Gamble Company (PG) 0.8 $3.5M 22k 159.32
Uber Technologies (UBER) 0.8 $3.4M 36k 93.30
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $3.2M 37k 88.25
Exxon Mobil Corporation (XOM) 0.7 $3.1M 29k 107.80
McDonald's Corporation (MCD) 0.7 $3.1M 11k 292.18
Boeing Company (BA) 0.7 $3.1M 15k 209.53
Palantir Technologies Cl A (PLTR) 0.7 $2.8M 21k 136.32
Paccar (PCAR) 0.6 $2.7M 29k 95.06
Johnson & Johnson (JNJ) 0.6 $2.7M 18k 152.75
Oracle Corporation (ORCL) 0.6 $2.5M 11k 218.64
Wal-Mart Stores (WMT) 0.6 $2.4M 25k 97.78
Chevron Corporation (CVX) 0.5 $2.0M 14k 143.19
Qualcomm (QCOM) 0.4 $1.9M 12k 159.26
Toyota Motor Corp Ads (TM) 0.4 $1.9M 11k 172.26
Bank of America Corporation (BAC) 0.4 $1.8M 38k 47.32
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.7M 76k 22.10
Cisco Systems (CSCO) 0.4 $1.7M 24k 69.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.5M 26k 57.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $1.5M 50k 29.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.3M 53k 25.30
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $1.3M 14k 95.77
Verizon Communications (VZ) 0.3 $1.3M 30k 43.27
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.3M 55k 23.24
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.3M 46k 27.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.2M 24k 49.46
Merck & Co (MRK) 0.3 $1.2M 15k 79.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M 17k 69.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.1M 38k 30.14
Nike CL B (NKE) 0.2 $966k 14k 71.04
At&t (T) 0.2 $937k 32k 28.94
Intel Corporation (INTC) 0.2 $918k 41k 22.40
Wells Fargo & Company (WFC) 0.2 $909k 11k 80.12
Select Sector Spdr Tr Financial (XLF) 0.2 $881k 17k 52.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $808k 33k 24.44
Coca-Cola Company (KO) 0.2 $802k 11k 70.75
Ishares Silver Tr Ishares (SLV) 0.1 $639k 20k 32.81
BP Sponsored Adr (BP) 0.1 $533k 18k 29.93
Kenvue (KVUE) 0.1 $528k 25k 20.93
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $523k 20k 25.69
Comcast Corp Cl A (CMCSA) 0.1 $523k 15k 35.69
Capital Group Core Balanced SHS (CGBL) 0.1 $504k 15k 33.44
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $477k 12k 40.02
Enterprise Products Partners (EPD) 0.1 $420k 14k 31.01
Pfizer (PFE) 0.1 $401k 17k 24.24
CSX Corporation (CSX) 0.1 $352k 11k 32.63
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $337k 12k 28.05
Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $313k 11k 28.83
Kinder Morgan (KMI) 0.1 $311k 11k 29.40
Ford Motor Company (F) 0.1 $295k 27k 10.85
Columbia Banking System (COLB) 0.1 $254k 11k 23.38
Tidal Tr Ii Yieldmax Mstr Op (MSTY) 0.1 $239k 11k 22.17