Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 24 | Q3 2023 | 19.3% |
APPLE INC | 24 | Q3 2023 | 13.0% |
ISHARES TR | 24 | Q3 2023 | 11.4% |
STARBUCKS CORP | 24 | Q3 2023 | 10.2% |
BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 8.0% |
COSTCO WHSL CORP NEW | 24 | Q3 2023 | 6.8% |
HERITAGE FINL CORP WASH | 24 | Q3 2023 | 3.9% |
JOHNSON & JOHNSON | 24 | Q3 2023 | 3.4% |
CATERPILLAR INC | 24 | Q3 2023 | 2.3% |
ISHARES TR | 24 | Q3 2023 | 2.3% |
View KILEY JUERGENS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-26 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-06 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-29 |
13F-HR/A | 2022-04-27 |
13F-HR | 2022-04-12 |
View KILEY JUERGENS WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.