$88.9 Million is the total value of KILEY JUERGENS WEALTH MANAGEMENT, LLC's 40 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | Microsoft Corp | $13,254,000 | +13.0% | 98,940 | -0.5% | 14.92% | +2.1% |
| SBUX | Sell | Starbucks Corp | $8,641,000 | +11.6% | 103,086 | -1.0% | 9.72% | +0.8% |
| HFWA | Sell | Heritage Financial Cp Wa | $2,753,000 | -2.6% | 93,209 | -0.6% | 3.10% | -12.0% |
| PG | Sell | Procter & Gamble | $1,387,000 | +2.3% | 12,650 | -2.9% | 1.56% | -7.6% |
| VXUS | Sell | Vanguard Total Intl Etfvg tl intl stk f | $787,000 | -0.5% | 14,931 | -2.1% | 0.89% | -10.1% |
| XLF | Sell | Sector Spdr Fincl Selectsbi int-finl | $561,000 | +0.5% | 20,333 | -6.4% | 0.63% | -9.2% |
| VWO | Sell | Vanguard Emerging Marketftse emr mkt etf | $529,000 | 0.0% | 12,445 | -0.1% | 0.60% | -9.7% |
| WFC | Sell | Wells Fargo & Co New | $527,000 | -4.2% | 11,142 | -2.2% | 0.59% | -13.4% |
| BP | Sell | Bp Plc Adrsponsored adr | $480,000 | -5.0% | 11,514 | -0.4% | 0.54% | -14.1% |
| EEM | Sell | Ishares Msci Emrg Mkt Fdmsci emg mkt etf | $478,000 | -0.4% | 11,151 | -0.4% | 0.54% | -10.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-11
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.