$277 Million is the total value of KILEY JUERGENS WEALTH MANAGEMENT, LLC's 72 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $5,166,909 | +11.0% | 18,926 | 0.0% | 1.86% | +16.1% | |
| XOM | EXXON MOBIL CORP | $1,349,807 | +9.6% | 11,480 | 0.0% | 0.49% | +14.6% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $680,560 | -4.6% | 12,716 | 0.0% | 0.25% | 0.0% | |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $545,553 | -5.3% | 12,478 | 0.0% | 0.20% | -1.0% | |
| SLV | ISHARES SILVER TRishares | $450,897 | -2.6% | 22,168 | 0.0% | 0.16% | +1.9% | |
| CSX | CSX CORP | $333,453 | -9.8% | 10,844 | 0.0% | 0.12% | -6.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-17
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.