Avoid Fraud, Get The Facts, And Find The Best
Legal Name: KILEY JUERGENS WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 11, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
MICROSOFT CORP (594918104)
|
98,940 |
$13,254k |
|
ISHARES TR (464287119)
|
49,990 |
$9,590k |
|
Apple Inc (037833100)
|
45,186 |
$8,943k |
|
STARBUCKS CORP (855244109)
|
103,086 |
$8,641k |
|
Berkshire Hathaway, Inc. (084670702)
|
30,818 |
$6,569k |
|
COSTCO WHSL CORP (22160K105)
|
16,369 |
$4,325k |
|
HERITAGE FINL CORP WASH (42722X106)
|
93,209 |
$2,753k |
|
JOHNSON & JOHNSON (478160104)
|
19,483 |
$2,713k |
|
Timberland Bancorp Inc/WA (887098101)
|
76,888 |
$2,297k |
|
Caterpillar Inc (149123101)
|
14,779 |
$2,014k |
|
ISHARES TR (464288109)
|
16,270 |
$1,755k |
|
DISNEY WALT CO (254687106)
|
12,151 |
$1,696k |
|
VERIZON COMMUNICATIONS (92343V104)
|
28,064 |
$1,603k |
|
INTEL CORP (458140100)
|
31,037 |
$1,485k |
|
PROCTER & GAMBLE CO (742718109)
|
12,650 |
$1,387k |
|
PACCAR INC (693718108)
|
19,302 |
$1,383k |
|
SPDR GOLD TR GOLD (78463V107)
|
10,277 |
$1,368k |
|
Chevron Corp (166764100)
|
10,692 |
$1,330k |
|
CISCO SYSTEMS INC (17275R102)
|
22,863 |
$1,251k |
|
JPMORGAN CHASE & CO (46625H100)
|
10,841 |
$1,212k |
|
COMCAST CORP (20030N101)
|
27,582 |
$1,166k |
|
AT&T INC (00206R102)
|
34,028 |
$1,140k |
|
ALASKA AIR GROUP INC (011659109)
|
17,155 |
$1,096k |
|
SELECT SECTOR SPDR (81369Y506)
|
14,449 |
$920k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
17,825 |
$908k |
|
PFIZER INC (717081103)
|
18,634 |
$807k |
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
14,931 |
$787k |
|
Bank of America Corp. (060505104)
|
25,261 |
$732k |
|
COLUMBIA BKG SYS INC (197236102)
|
17,825 |
$644k |
|
Weyerhaeuser Co (962166104)
|
21,521 |
$566k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
20,333 |
$561k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
10,396 |
$551k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
12,955 |
$540k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
12,445 |
$529k |
|
WELLS FARGO CO NEW (949746101)
|
11,142 |
$527k |
|
BP PLC (055622104)
|
11,514 |
$480k |
|
ISHARES (464287234)
|
11,151 |
$478k |
|
SCHWAB STRATEGIC TR (808524755)
|
12,406 |
$345k |
|
NUVEEN CA QUALTY (67066Y105)
|
18,554 |
$268k |
|
PIMCO CALIF MUN INCOME FD II (72200M108)
|
25,000 |
$241k |
|
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