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Kiley Juergens Wealth Management, LLC

Q4 2018 Holdings

Filed 2019-01-15 | 38 holdings | $4.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Costco Whsl Corp New(COST)COM22160K105$3.3M16,25275.3%
Cisco Systems Inc(CSCO)COM17275R102$1.0M23,47023.1%
Microsoft Corp(MSFT)COM594918104$10.1K99,4230.2%
Ishares Morningstar Fund(ILCG)MRNGSTR LG-CP GR464287119$8.0K50,2280.2%
Apple Inc(AAPL)COM037833100$7.0K44,5300.2%
Starbucks Corp(SBUX)COM855244109$6.7K104,7170.2%
Berkshire Hathaway Cl B(BRK/B)CL B NEW084670702$5.7K28,1550.1%
Heritage Financial Cp Wa(HFWA)COM42722X106$2.8K93,8090.1%
Johnson & Johnson(JNJ)COM478160104$2.4K18,9270.1%
Timberland Bancorp(TSBK)COM887098101$1.7K76,5270.0%
Verizon Communications(VZ)COM92343V104$1.6K27,7610.0%
Ishares Morningstar Fund(ILCV)MRNGSTR LG-CP VL464288109$1.6K16,1030.0%
Caterpillar Inc(CAT)COM149123101$1.5K11,9790.0%
Intel Corp(INTC)COM458140100$1.5K30,9820.0%
Procter & Gamble(PG)COM742718109$1.2K13,2840.0%
Spdr Gold Trust(GLD)GOLD SHS78463V107$1.2K10,0480.0%
Disney Walt Co(DIS)COM DISNEY254687106$1.1K10,4440.0%
Paccar Inc(PCAR)COM693718108$1.1K18,6930.0%
Jpmorgan Chase & Co(JPM)COM46625H100$98010,0400.0%
A T & T Inc New(T)COM00206R102$96833,9280.0%
Comcast Corp New Cl A(CMCSA)CL A20030N101$93427,4440.0%
Vanguard Bond Index Fund(BSV)SHORT TRM BOND921937827$84310,7400.0%
Pfizer Incorporated(PFE)COM717081103$75817,3720.0%
Alaska Air Group Inc De(ALK)COM011659109$74912,3140.0%
Vanguard Total Intl Etf(VXUS)VG TL INTL STK F921909768$71915,2410.0%
Sector Spdr Engy Select(XLE)ENERGY81369Y506$64711,2890.0%
Columbia Banking Systems(COLB)COM197236102$64617,8250.0%
Bank Of America Corp(BAC)COM060505104$59023,9510.0%
Sector Spdr Fincl Select(XLF)SBI INT-FINL81369Y605$53822,6110.0%
Wells Fargo & Co New(WFC)COM949746101$51811,2420.0%
Ishares Msci Emrg Mkt Fd(EEM)MSCI EMG MKT ETF464287234$45811,7510.0%
Vanguard Emerging Market(VWO)FTSE EMR MKT ETF922042858$45111,8510.0%
Vanguard Ftse Etf(VEA)FTSE DEV MKT ETF921943858$43311,6830.0%
Bp Plc Adr(BP)SPONSORED ADR055622104$43211,3960.0%
Weyerhaeuser Co(WY)COM962166104$41418,9670.0%
Sch Fnd Intl Lg Etf(FNDF)SCHWB FDT INT LG808524755$28211,2070.0%
Nuveen Amt Free Mncpl Cr(NVG)COM67071L106$26118,7030.0%
Nuveen California Divide(NAC)COM67066Y105$23618,5540.0%