13F Filings for KILEY JUERGENS WEALTH MANAGEMENT, LLC (CIK: 1723223)
View the most recent portfolio holdings disclosed by KILEY JUERGENS WEALTH MANAGEMENT, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| MSFT - MICROSOFT CORP(Class: COM) | 113.67K | $56.54M | 13.05% | Decreased | 998 (0.0%, $13.50M) |
| COST - COSTCO WHSL CORP NEW(Class: COM) | 33.64K | $33.30M | 7.69% | Decreased | 57 (0.0%, $1.43M) |
| AAPL - APPLE INC(Class: COM) | 157.90K | $32.40M | 7.48% | Increased | 4.78K (3.0%, $1.62M) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 52.55K | $28.99M | 6.69% | Decreased | 213 (0.0%, $4.25M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 172.59K | $27.27M | 6.29% | Increased | 1.24K (0.0%, $8.70M) |
| AMZN - AMAZON COM INC(Class: COM) | 93.98K | $20.62M | 4.76% | Increased | 1.24K (1.0%, $2.97M) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 40.07K | $19.47M | 4.49% | Decreased | 265 (0.0%, $2.02M) |
| AVGO - BROADCOM INC(Class: COM) | 56.52K | $15.58M | 3.60% | Decreased | 422 (0.0%, $6.05M) |
| SCHD - SCHWAB STRATEGIC TR(Class: US DIVIDEND EQ) | 560.25K | $14.85M | 3.43% | Increased | 21.19K (3.0%, $225.44K) |
| ILCG - ISHARES TR(Class: MORNINGSTAR GRWT) | 148.09K | $14.35M | 3.31% | Decreased | 670 (0.0%, $2.30M) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 68.93K | $12.15M | 2.80% | Decreased | 319 (0.0%, $1.44M) |
| SBUX - STARBUCKS CORP(Class: COM) | 119.43K | $10.94M | 2.53% | Increased | 1.35K (1.0%, $639.50K) |
| ILCV - ISHARES TR(Class: MORNINGSTAR VALU) | 89.18K | $7.44M | 1.72% | Increased | 612 (0.0%, $222.88K) |
| CAT - CATERPILLAR INC(Class: COM) | 18.24K | $7.08M | 1.63% | Decreased | 85 (0.0%, $1.04M) |
| LMT - LOCKHEED MARTIN CORP(Class: COM) | 13.10K | $6.07M | 1.40% | New | 13.10K ($6.07M) |
| VEU - VANGUARD INTL EQUITY INDEX F(Class: ALLWRLD EX US) | 83.19K | $5.59M | 1.29% | Increased | 7.26K (9.0%, $986.21K) |
| HFWA - HERITAGE FINL CORP WASH(Class: COM) | 232.86K | $5.55M | 1.28% | Decreased | 1.21K (0.0%, $143.49K) |
| BSV - VANGUARD BD INDEX FDS(Class: SHORT TRM BOND) | 68.79K | $5.41M | 1.25% | Decreased | 2.47K (3.0%, $164.45K) |
| GLD - SPDR GOLD TR(Class: GOLD SHS) | 16.66K | $5.08M | 1.17% | Increased | 208 (1.0%, $338.06K) |
| TSLA - TESLA INC(Class: COM) | 15.77K | $5.01M | 1.16% | Increased | 197 (1.0%, $973.37K) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 27.32K | $4.83M | 1.11% | Increased | 1 (0.0%, $109.45K) |
| SCHB - SCHWAB STRATEGIC TR(Class: US BRD MKT ETF) | 178.85K | $4.26M | 0.98% | Increased | 4.46K (2.0%, $507.38K) |
| GOOG - ALPHABET INC(Class: CAP STK CL C) | 23.79K | $4.22M | 0.97% | Increased | 6.76K (39.0%, $1.56M) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 14.48K | $4.20M | 0.97% | Increased | 75 (0.0%, $664.30K) |
| VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF) | 19.44K | $3.98M | 0.92% | Decreased | 70 (0.0%, $194.02K) |