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| Name: |
KILEY JUERGENS WEALTH MANAGEMENT LLC |
| City: |
OLYMPIA |
| State: |
WA |
| Zip: |
98501 |
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data |
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| Holdings
Found :
26 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
QQQ |
Invesco QQQ Trust Series I |
4 |
- |
$443.08 |
$24,004,000 |
54,061 |
7.43% |
1,927,000 |
151 |
0.011 |
Closed - End Fund - Debt |
|
|
BRK.B |
Berkshire Hathaway B |
5 |
- |
$411.22 |
$17,095,000 |
40,652 |
5.29% |
2,611,000 |
43 |
0.003 |
Property & Casualty I... |
|
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SCHD |
Schwab US Dividend Equity ETF |
9 |
- |
$79.56 |
$11,361,000 |
140,909 |
3.51% |
1,466,000 |
10,932 |
0.047 |
N/A |
|
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BSV |
Vanguard Short-Term Bond |
12 |
- |
$76.21 |
$7,230,000 |
94,306 |
2.24% |
844,000 |
11,393 |
0.018 |
Closed - End Fund - E... |
|
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JKF |
iShares Morningstar Large V... |
14 |
- |
$76.03 |
$6,217,000 |
80,882 |
1.92% |
605,000 |
1,421 |
0.174 |
Closed - End Fund - E... |
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HFWA |
Heritage Financial Corp |
15 |
- |
$18.55 |
$4,646,000 |
239,596 |
1.44% |
-442,000 |
1,741 |
0.667 |
Savings & Loans |
|
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BA |
Boeing Co |
16 |
- |
$178.44 |
$4,592,000 |
23,796 |
1.42% |
-1,390,000 |
847 |
0.004 |
Aerospace/Defense - M... |
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VEU |
Vanguard FTSE All-World ETF |
17 |
- |
$57.31 |
$3,868,000 |
65,955 |
1.2% |
274,000 |
1,932 |
0.013 |
Closed - End Fund - F... |
|
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VTV |
Vanguard Value VIPERS |
18 |
- |
$161.26 |
$3,686,000 |
22,631 |
1.14% |
325,000 |
147 |
0.004 |
Closed - End Fund - E... |
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GLD |
streetTRACKS Gold Trust |
22 |
- |
$216.26 |
$3,410,000 |
16,577 |
1.05% |
348,000 |
561 |
0.004 |
Closed - End Fund - E... |
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TSBK |
Timberland Bancorp Inc |
23 |
- |
$25.33 |
$3,293,000 |
122,324 |
1.02% |
-555,000 |
11 |
1.472 |
Savings & Loans |
|
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TSLA |
Tesla Motors Inc |
26 |
- |
$177.81 |
$3,030,000 |
17,237 |
0.94% |
-1,244,000 |
37 |
0.001 |
Auto Manufacturers |
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JPM |
JP Morgan Chase & Co |
28 |
- |
$198.73 |
$2,770,000 |
13,829 |
0.86% |
530,000 |
662 |
0 |
Domestic Money Center... |
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NKE |
Nike Inc B |
34 |
- |
$92.72 |
$1,696,000 |
18,048 |
0.52% |
60,000 |
2,975 |
0.001 |
Textile - Apparel Foo... |
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BAC |
Bank of America Corp |
36 |
- |
$38.21 |
$1,525,000 |
40,204 |
0.47% |
439,000 |
7,953 |
0 |
Domestic Money Center... |
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SCHV |
Schwab Strategic Trust |
40 |
- |
$74.77 |
$1,168,000 |
15,373 |
0.36% |
158,000 |
971 |
0.012 |
Closed - End Fund - Debt |
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SCHE |
Schwab Emerging Markets Equ... |
46 |
- |
$26.53 |
$821,000 |
32,499 |
0.25% |
46,000 |
1,224 |
0.012 |
N/A |
|
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WFC |
Wells Fargo & Co |
47 |
- |
$61.26 |
$815,000 |
14,070 |
0.25% |
139,000 |
340 |
0.003 |
Domestic Money Center... |
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SCHX |
Schwab Strategic Trust |
50 |
- |
$61.77 |
$776,000 |
12,502 |
0.24% |
74,000 |
56 |
0 |
Closed - End Fund - Debt |
|
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KO |
Coca-Cola Co |
52 |
- |
$63.58 |
$748,000 |
12,226 |
0.23% |
39,000 |
200 |
0 |
Beverage Soft Drinks... |
|
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KVUE |
Kenvue Inc. |
56 |
- |
$20.36 |
$654,000 |
30,485 |
0.2% |
60,000 |
2,899 |
0.002 |
N/A |
|
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VEA |
Vanguard Europe Pacific ETF |
57 |
- |
$49.56 |
$652,000 |
13,006 |
0.2% |
56,000 |
565 |
0.001 |
Closed - End Fund - F... |
|
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PLTR |
Palantir Technologies Inc |
58 |
- |
$20.94 |
$619,000 |
26,920 |
0.19% |
187,000 |
1,785 |
0.002 |
N/A |
|
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SLV |
iShares Silver Trust ETF |
63 |
- |
$25.80 |
$425,000 |
18,688 |
0.13% |
39,000 |
970 |
0.003 |
Closed - End Fund - E... |
|
|
FNDF |
Schwab Fundamental Internat... |
65 |
- |
$35.95 |
$417,000 |
11,716 |
0.13% |
26,000 |
115 |
0.001 |
N/A |
|
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COLB |
Columbia Banking System Inc |
66 |
- |
$20.22 |
$248,000 |
12,818 |
0.08% |
-87,000 |
250 |
0.007 |
Savings & Loans |
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