$80.3 Million is the total value of KILEY JUERGENS WEALTH MANAGEMENT, LLC's 37 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HFWA | Heritage Financial Cp Wa | $2,827,000 | +1.4% | 93,809 | 0.0% | 3.52% | -9.8% | |
| GLD | Spdr Gold TRUST | $1,225,000 | +0.6% | 10,048 | 0.0% | 1.53% | -10.5% | |
| COLB | Columbia Banking Systems | $582,000 | -9.9% | 17,825 | 0.0% | 0.72% | -19.8% | |
| FNDF | Sch Fnd Intl Lg Etfschwb fdt int lg | $309,000 | +9.6% | 11,207 | 0.0% | 0.38% | -2.5% | |
| NAC | Nuveen California Divide | $255,000 | +8.1% | 18,554 | 0.0% | 0.32% | -3.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-12
Signatures
The EDGAR filing(s) were signed by:
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.