0001606587-22-000767.txt : 20220427 0001606587-22-000767.hdr.sgml : 20220427 20220427143115 ACCESSION NUMBER: 0001606587-22-000767 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220427 DATE AS OF CHANGE: 20220427 EFFECTIVENESS DATE: 20220427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KILEY JUERGENS WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001723223 IRS NUMBER: 270811624 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-18360 FILM NUMBER: 22858847 BUSINESS ADDRESS: STREET 1: 2409 PACIFIC AVENUE SE CITY: OLYMPIA STATE: WA ZIP: 98501 BUSINESS PHONE: 3603504747 MAIL ADDRESS: STREET 1: 2409 PACIFIC AVENUE SE CITY: OLYMPIA STATE: WA ZIP: 98501 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001723223 XXXXXXXX 03-31-2022 03-31-2022 true 2 RESTATEMENT KILEY JUERGENS WEALTH MANAGEMENT, LLC

2409 PACIFIC AVENUE SE OLYMPIA WA 98501

13F HOLDINGS REPORT 028-18360 N Martin Juergens 360-350-4747 Martin Juergens Olympia WA 04-27-2022 0 66 207187 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE A T & T Inc New COM 00206R102 738 31223 SH SOLE None 0 0 31223 Apple Inc COM 037833100 21050 120555 SH SOLE None 0 0 120555 Bank Of America Corp COM 060505104 834 20239 SH SOLE None 0 0 20239 Berkshire Hathaway Cl B CL B NEW 084670702 10272 29106 SH SOLE None 0 0 29106 Caterpillar Inc COM 149123101 3481 15620 SH SOLE None 0 0 15620 Cisco Systems Inc COM 17275R102 781 14011 SH SOLE None 0 0 14011 Columbia Banking Systems COM 197236102 333 10309 SH SOLE None 0 0 10309 Comcast Corp New Cl A CL A 20030N101 1245 26588 SH SOLE None 0 0 26588 Costco Whsl Corp New COM 22160K105 8199 14238 SH SOLE None 0 0 14238 Disney Walt Co COM 254687106 2004 14612 SH SOLE None 0 0 14612 Heritage Financial Cp Wa COM 42722X106 4682 186814 SH SOLE None 0 0 186814 Intel Corp COM 458140100 842 16984 SH SOLE None 0 0 16984 Ishares Morningstar Fund MORNINGSTAR GRWT 464287119 10573 162655 SH SOLE None 0 0 162655 Ishares Morningstar Fund MORNINGSTAR VALU 464288109 3806 55504 SH SOLE None 0 0 55504 Ishares Silver TRUST ISHARES 46428Q109 478 20902 SH SOLE None 0 0 20902 Johnson & Johnson COM 478160104 3013 16998 SH SOLE None 0 0 16998 Kraft Heinz Company COM 500754106 670 17005 SH SOLE None 0 0 17005 Microsoft Corp COM 594918104 21530 69833 SH SOLE None 0 0 69833 Nvidia Corp COM 67066G104 4010 14695 SH SOLE None 0 0 14695 Paccar Inc COM 693718108 914 10377 SH SOLE None 0 0 10377 Palantir Technologies Inc CL A 69608A108 251 18315 SH SOLE None 0 0 18315 Paypal Holdings Inco COM 70450Y103 1217 10526 SH SOLE None 0 0 10526 Pfizer Incorporated COM 717081103 734 14178 SH SOLE None 0 0 14178 Powershares Qqq TRUST UNIT SER 1 46090E103 15632 43118 SH SOLE None 0 0 43118 Procter & Gamble COM 742718109 1747 11435 SH SOLE None 0 0 11435 Qualcomm Inc COM 747525103 2163 14156 SH SOLE None 0 0 14156 Sch Fnd Intl Lg Etf SCHWB FDT INT LG 808524755 368 11407 SH SOLE None 0 0 11407 Sch US Div Equity Etf US DIVIDEND EQ 808524797 3542 44895 SH SOLE None 0 0 44895 Schwab Emerging Markets EMRG MKTEQ ETF 808524706 430 15467 SH SOLE None 0 0 15467 Schwab International INTL EQTY ETF 808524805 694 18910 SH SOLE None 0 0 18910 Schwab US Aggregate Bond US AGGREGATE B 808524839 631 12468 SH SOLE None 0 0 12468 Schwab US Broad Market US BRD MKT ETF 808524102 824 15440 SH SOLE None 0 0 15440 Schwab US Broad Market US BRD MKT ETF 808524102 3325 62274 SH SOLE None 0 0 62274 Schwab US Large Cap US LCAP VA ETF 808524409 930 13030 SH SOLE None 0 0 13030 Schwab US Small Cap Etf US SML CAP ETF 808524607 584 12326 SH SOLE None 0 0 12326 Schwab US Small Cap Etf US SML CAP ETF 808524607 1077 22743 SH SOLE None 0 0 22743 Schwab US Tips Etf US TIPS ETF 808524870 816 13436 SH SOLE None 0 0 13436 Snap Inc Cl A CL A 83304A106 515 14300 SH SOLE None 0 0 14300 Snap Inc Cl A CL A 83304A106 753 20926 SH SOLE None 0 0 20926 Spdr Gold TRUST GOLD SHS 78463V107 2303 12746 SH SOLE None 0 0 12746 Spdr Gold TRUST GOLD SHS 78463V107 2801 15506 SH SOLE None 0 0 15506 Starbucks Corp COM 855244109 7207 79228 SH SOLE None 0 0 79228 Starbucks Corp COM 855244109 9752 107200 SH SOLE None 0 0 107200 Sysco Corporation COM 871829107 1213 14860 SH SOLE None 0 0 14860 Sysco Corporation COM 871829107 1683 20606 SH SOLE None 0 0 20606 The Charles Schwab Corp COM 808513105 896 10623 SH SOLE None 0 0 10623 Timberland Bancorp COM 887098101 1316 48730 SH SOLE None 0 0 48730 Timberland Bancorp COM 887098101 2247 83200 SH SOLE None 0 0 83200 United Parcel Service B CL B 911312106 2718 12674 SH SOLE None 0 0 12674 Vanguard Bond Index Fund SHORT TRM BOND 921937827 5868 75332 SH SOLE None 0 0 75332 Vanguard Bond Index Fund SHORT TRM BOND 921937827 11297 145023 SH SOLE None 0 0 145023 Vanguard Div Apprciation DIV APP ETF 921908844 2497 15399 SH SOLE None 0 0 15399 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 626 13573 SH SOLE None 0 0 13573 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 924 20021 SH SOLE None 0 0 20021 Vanguard Ftse Etf FTSE DEV MKT ETF 921943858 741 15437 SH SOLE None 0 0 15437 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 2576 44731 SH SOLE None 0 0 44731 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 3917 68012 SH SOLE None 0 0 68012 Vanguard Short Inflation STRM INFPROIDX 922020805 763 14909 SH SOLE None 0 0 14909 Vanguard Total Intl Etf VG TL INTL STK F 921909768 664 11111 SH SOLE None 0 0 11111 Vanguard Total Intl Etf VG TL INTL STK F 921909768 839 14043 SH SOLE None 0 0 14043 Vanguard Value VALUE ETF 922908744 1606 10868 SH SOLE None 0 0 10868 Vanguard Value VALUE ETF 922908744 3116 21086 SH SOLE None 0 0 21086 Verizon Communications COM 92343V104 1093 21451 SH SOLE None 0 0 21451 Verizon Communications COM 92343V104 1819 35717 SH SOLE None 0 0 35717 Weyerhaeuser Co COM NEW 962166104 401 10571 SH SOLE None 0 0 10571 Weyerhaeuser Co COM NEW 962166104 616 16266 SH SOLE None 0 0 16266