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Kiley Juergens Wealth Management, LLC

Q2 2022 Holdings

Filed 2022-07-29 | 72 holdings | $30.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Costco Whsl Corp New(COST)COM22160K105$14.4M30,09647.5%
Amazon Com Inc(AMZN)COM023135106$9.2M86,65430.3%
Boeing Co(BA)COM097023105$3.4M24,55811.1%
Abbvie Inc(ABBV)COM00287Y109$2.1M13,7066.9%
Cisco Systems Inc(CSCO)COM17275R102$1.1M25,2573.5%
Microsoft Corp(MSFT)COM594918104$28.6K111,1690.1%
Apple Inc(AAPL)COM037833100$24.7K180,3670.1%
Berkshire Hathaway Cl B(BRK/B)CL B NEW084670702$10.9K39,9490.0%
Ishares Morningstar Fund(ILCG)MORNINGSTAR GRWT464287119$8.9K176,8000.0%
Starbucks Corp(SBUX)COM855244109$8.7K113,2380.0%
Vanguard Bond Index Fund(BSV)SHORT TRM BOND921937827$7.3K94,8810.0%
Sch US Div Equity Etf(SCHD)US DIVIDEND EQ808524797$7.2K100,1710.0%
Heritage Financial Cp Wa(HFWA)COM42722X106$5.3K210,6490.0%
Ishares Morningstar Fund(ILCV)MORNINGSTAR VALU464288109$4.8K80,0680.0%
Johnson & Johnson(JNJ)COM478160104$4.5K25,5060.0%
Caterpillar Inc(CAT)COM149123101$3.6K20,0600.0%
Vanguard Intl Eqty Index(VEU)ALLWRLD EX US922042775$3.4K67,7070.0%
Vanguard Value(VTV)VALUE ETF922908744$2.9K21,7710.0%
Schwab US Broad Market(SCHB)US BRD MKT ETF808524102$2.8K62,5100.0%
Procter & Gamble(PG)COM742718109$2.7K19,0220.0%
Spdr Gold Trust(GLD)GOLD SHS78463V107$2.6K15,5560.0%
Nvidia Corp(NVDA)COM67066G104$2.5K16,5700.0%
Qualcomm Inc(QCOM)COM747525103$2.4K18,9740.0%
Vanguard Div Apprciation(VIG)DIV APP ETF921908844$2.3K16,1960.0%
United Parcel Service B(UPS)CL B911312106$2.3K12,5880.0%
Timberland Bancorp(TSBK)COM887098101$2.1K83,6100.0%
Chevron Corporation(CVX)COM166764100$2.0K13,5600.0%
Verizon Communications(VZ)COM92343V104$1.9K37,5380.0%
Disney Walt Co(DIS)COM254687106$1.8K19,2920.0%
Sysco Corporation(SYY)COM871829107$1.7K20,6150.0%
Intel Corp(INTC)COM458140100$1.7K46,3600.0%
Paccar Inc(PCAR)COM693718108$1.6K19,3050.0%
Pfizer Incorporated(PFE)COM717081103$1.4K26,2640.0%
Jpmorgan Chase & Co(JPM)COM46625H100$1.4K12,2190.0%
Comcast Corp New Cl A(CMCSA)CL A20030N101$1.3K32,5010.0%
Nike Inc Class B(NKE)CL B654106103$1.2K11,9860.0%
Oracle Corporation(ORCL)COM68389X105$1.2K17,4230.0%
Nextera Energy Inc(NEE)COM65339F101$1.2K15,3330.0%
Merck & Co Inc(MRK)COM58933Y105$1.1K12,4640.0%
Exxon Mobil Corporation(XOM)COM30231G102$1.1K12,8470.0%
A T & T Inc New(T)COM00206R102$1.1K50,5880.0%
C V S Caremark Corp(CVS)COM126650100$1.0K11,1370.0%
Ishares Trust Dow Jones(IYW)U.S. TECH ETF464287721$97012,1440.0%
Bank Of America Corp(BAC)COM060505104$92329,6530.0%
Schwab International(SCHF)INTL EQTY ETF808524805$91629,1350.0%
Schwab US Small Cap Etf(SCHA)US SML CAP ETF808524607$91523,4750.0%
Kraft Heinz Company(KHC)COM500754106$88923,3260.0%
Schwab US Large Cap(SCHV)US LCAP VA ETF808524409$82613,2420.0%
Vanguard Emerging Market(VWO)FTSE EMR MKT ETF922042858$79519,1100.0%
Weyerhaeuser Co(WY)COM NEW962166104$75122,6750.0%
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