| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 27 | Q2 2024 | 19.3% |
| APPLE INC | 27 | Q2 2024 | 13.0% |
| ISHARES TR | 27 | Q2 2024 | 11.4% |
| STARBUCKS CORP | 27 | Q2 2024 | 10.2% |
| COSTCO WHSL CORP NEW | 27 | Q2 2024 | 7.8% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 8.0% |
| HERITAGE FINL CORP WASH | 27 | Q2 2024 | 3.9% |
| JOHNSON & JOHNSON | 27 | Q2 2024 | 3.4% |
| CATERPILLAR INC | 27 | Q2 2024 | 2.3% |
| ISHARES TR | 27 | Q2 2024 | 2.3% |
View KILEY JUERGENS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-23 |
| 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 |
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.