$120 Million is the total value of KILEY JUERGENS WEALTH MANAGEMENT, LLC's 47 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HFWA | Heritage Financial Cp Wa | $1,841,000 | 0.0% | 92,082 | 0.0% | 1.54% | -19.1% | |
| PYPL | Paypal Holdings Inco | $1,779,000 | +82.1% | 10,211 | 0.0% | 1.48% | +47.3% | |
| WY | Weyerhaeuser Co | $467,000 | +32.7% | 20,817 | 0.0% | 0.39% | +7.4% | |
| NAC | Nuveen California Divide | $264,000 | +3.9% | 18,554 | 0.0% | 0.22% | -16.0% | |
| PCK | Pimco Cal Muni Inc Fd II | $220,000 | +4.3% | 25,000 | 0.0% | 0.18% | -15.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-14
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.