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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 :
4 |
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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 |
|
NVO |
Novo Nordisk A/S (ADR) |
32 |
New |
$128.42 |
$2,126,000 |
16,559 |
0.66% |
2,126,000 |
16,559 |
0.001 |
Drug Manufacturers - ... |
|
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WMT |
Wal-Mart Stores Inc |
44 |
New |
$60.24 |
$922,000 |
15,320 |
0.29% |
922,000 |
15,320 |
0.001 |
Discount, Variety Stores |
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OXY |
Occidental Petroleum Corp |
54 |
New |
$63.57 |
$734,000 |
11,294 |
0.23% |
734,000 |
11,294 |
0.001 |
Independent Oil & Gas |
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SCHZ |
Schwab Us Aggregate Bond |
59 |
New |
$45.20 |
$596,000 |
12,963 |
0.18% |
596,000 |
12,963 |
0.009 |
N/A |
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