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Disclosery

13F-HR filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC

KILEY JUERGENS WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-16, with 72 holding rows worth $399,152,710.

Accession
0001172661-25-000237
Filer
CIK 1723223
Filed
2025-01-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 72 entries on the cover page, a total value of $399,152,710 stated on the cover page (in dollars after the unit check, H1), rows summing to $399,152,710 with VALUE read as dollars as filed, 13F file number 028-18360. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM114,717$48,353,231dollars as filed
Apple Inc037833100COM157,568$39,458,261dollars as filed
Costco Wholesale Corporation22160K105COM33,207$30,426,719dollars as filed
INVESCO QQQ TR46090E103COM53,458$27,329,378dollars as filed
NVIDIA Corp67066G104COM168,030$22,564,807dollars as filed
Amazon.com, Inc023135106COM96,506$21,172,347dollars as filed
Berkshire Hathaway Inc084670702COM40,345$18,287,582dollars as filed
SCHD808524797COM511,262$13,967,683dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM70,767$13,396,182dollars as filed
ISHARES MORNINGSTAR GROWTH ETF464287119ETF148,317$13,289,177dollars as filed
Broadcom Inc.11135F101COM56,853$13,180,770dollars as filed
Starbucks Corporation855244109COM116,673$10,646,394dollars as filed
ISHARES TR464288109MORNINGSTAR VALU87,455$7,082,143dollars as filed
Caterpillar Inc.149123101COM18,410$6,678,314dollars as filed
Tesla Motors, Inc88160R101COM16,274$6,572,122dollars as filed
Vanguard Short-Term Bond ETF921937827SHS77,850$6,015,480dollars as filed
HERITAGE FINANCIAL CORP42722X106COMMON STOCK236,027$5,782,672dollars as filed
Vanguard Value ETF922908744SHS26,304$4,453,285dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS71,365$4,097,081dollars as filed
SPDR GOLD TR78463V107GOLD SHS16,697$4,042,845dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS19,510$3,820,609dollars as filed
Schwab U.S. Broad Market ETF808524102SHS167,615$3,804,860dollars as filed
TIMBERLAND BANCORP INC887098101COMMON STOCK121,236$3,698,897dollars as filed
ISHARES TR46428743220 YR TR BD ETF42,218$3,686,926dollars as filed
Procter & Gamble Co742718109COM20,962$3,514,302dollars as filed
JPMorgan Chase & Co46625H100COM14,138$3,389,039dollars as filed
McDonalds Corporation580135101COM10,758$3,118,591dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM16,374$3,118,317dollars as filed
Boeing Company097023105COM17,371$3,074,733dollars as filed
VTI922908769COM10,401$3,014,329dollars as filed
PACCAR INC COM693718108Stock28,603$2,975,250dollars as filed
Johnson & Johnson478160104COM17,474$2,527,087dollars as filed
EXXON MOBIL CORP30231G102COM20,863$2,244,220dollars as filed
Walmart Inc.931142103COM24,173$2,184,058dollars as filed
Qualcomm Incorporated747525103COM14,182$2,178,631dollars as filed
Chevron Corporation166764100COM13,434$1,945,713dollars as filed
Oracle Corporation68389X105COM11,309$1,884,541dollars as filed
Palantir Technologies Inc. Class A69608A108COM23,913$1,808,540dollars as filed
Bank of America Corp060505104COM38,937$1,711,297dollars as filed
Uber Technologies90353T100COM28,317$1,708,081dollars as filed
PepsiCo,Inc.713448108COM10,261$1,560,240dollars as filed
Merck & Co.,Inc.58933Y105COM14,973$1,489,484dollars as filed
Cisco Systems,Inc.17275R102COM23,802$1,409,079dollars as filed
ISHARES TR4642874407-10 YR TRSY BD13,160$1,216,644dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS45,037$1,164,662dollars as filed
NIKE,Inc. Class B654106103COM14,945$1,130,912dollars as filed
VWO922042858SHS24,152$1,063,671dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS22,167$1,060,012dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF40,402$1,053,276dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B46,096$1,046,379dollars as filed
NOVO-NORDISK A S ADR670100205ADR11,930$1,026,219dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF38,468$1,024,392dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS36,725$1,023,521dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF54,746$1,012,805dollars as filed
Wells Fargo & Company949746101COM13,867$974,018dollars as filed
Intel Corp458140100COM43,297$868,109dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS35,468$822,154dollars as filed
Verizon Communications Inc92343V104COM19,320$772,597dollars as filed
AT&T Inc00206R102COM32,105$731,037dollars as filed
Coca-Cola Company191216100COM10,871$676,823dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS13,821$667,969dollars as filed
VANGUARD STAR FDS921909768COM11,301$665,968dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT22,874$643,902dollars as filed
Comcast Corp20030N101COM16,970$636,886dollars as filed
KENVUE INC49177J102COM27,110$578,799dollars as filed
iShares Silver Trust46428Q109COM18,833$495,873dollars as filed
Pfizer Inc.717081103COM15,884$421,400dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL11,697$388,457dollars as filed
CSX Corporation126408103COM11,382$367,297dollars as filed
FORD MTR CO COM345370860Stock36,712$363,447dollars as filed
COLUMBIA BKG SYS INC197236102COM11,272$304,457dollars as filed
Schwab US Mid-Cap ETF808524508SHS10,383$287,727dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-000237this filing2025-01-16acceptance time not in the bulk data set