0001606587-22-001834.txt : 20221011 0001606587-22-001834.hdr.sgml : 20221011 20221011133551 ACCESSION NUMBER: 0001606587-22-001834 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221011 DATE AS OF CHANGE: 20221011 EFFECTIVENESS DATE: 20221011 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-18360 FILM NUMBER: 221303500 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 1 primary_doc.xml 13F-HR LIVE false true false 0001723223 XXXXXXXX 09-30-2022 09-30-2022 false KILEY JUERGENS WEALTH MANAGEMENT, LLC
2409 PACIFIC AVENUE SE OLYMPIA WA 98501
13F HOLDINGS REPORT 028-18360 N
Martin Juergens Member, Chief Executive Officer, Compliance Officer 360-350-4747 Martin Juergens Olympia WA 10-11-2022 0 70 212612 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE A T & T Inc New COM 00206R102 848 55313 SH SOLE NONE 0 0 55313 Abbvie Inc COM 00287Y109 1840 13716 SH SOLE NONE 0 0 13716 Alphabet Inc. Class A CAP STK CL A 02079K305 6930 72461 SH SOLE NONE 0 0 72461 Alphabet Inc. Class C CAP STK CL C 02079K107 1538 15998 SH SOLE NONE 0 0 15998 Amazon Com Inc COM 023135106 10070 89121 SH SOLE NONE 0 0 89121 Apple Inc COM 037833100 24699 178726 SH SOLE NONE 0 0 178726 Bank Of America Corp COM 060505104 963 31903 SH SOLE NONE 0 0 31903 Berkshire Hathaway Cl B CL B NEW 084670702 10863 40683 SH SOLE NONE 0 0 40683 Boeing Co COM 097023105 2866 23670 SH SOLE NONE 0 0 23670 C S X Corp COM 126408103 293 11009 SH SOLE NONE 0 0 11009 C V S Caremark Corp COM 126650100 1060 11117 SH SOLE NONE 0 0 11117 Caterpillar Inc COM 149123101 3261 19878 SH SOLE NONE 0 0 19878 Chevron Corporation COM 166764100 1963 13665 SH SOLE NONE 0 0 13665 Cisco Systems Inc COM 17275R102 1047 26197 SH SOLE NONE 0 0 26197 Citigroup Inc COM NEW 172967424 683 16410 SH SOLE NONE 0 0 16410 Coca Cola Company COM 191216100 648 11577 SH SOLE NONE 0 0 11577 Columbia Banking Systems COM 197236102 297 10309 SH SOLE NONE 0 0 10309 Comcast Corp New Cl A CL A 20030N101 907 30945 SH SOLE NONE 0 0 30945 Costco Whsl Corp New COM 22160K105 14245 30164 SH SOLE NONE 0 0 30164 Devon Energy Cp New COM 25179M103 781 13000 SH SOLE NONE 0 0 13000 Disney Walt Co COM 254687106 1817 19270 SH SOLE NONE 0 0 19270 Exxon Mobil Corporation COM 30231G102 983 11269 SH SOLE NONE 0 0 11269 Heritage Financial Cp Wa COM 42722X106 5409 204365 SH SOLE NONE 0 0 204365 Intel Corp COM 458140100 1196 46430 SH SOLE NONE 0 0 46430 Ishares Morningstar Fund MORNINGSTAR GRWT 464287119 8425 174581 SH SOLE NONE 0 0 174581 Ishares Morningstar Fund MORNINGSTAR VALU 464288109 4537 80344 SH SOLE NONE 0 0 80344 Ishares S&P 500 Growth S&P 500 GRWT ETF 464287309 718 12428 SH SOLE NONE 0 0 12428 Ishares Silver TRUST ISHARES 46428Q109 386 22102 SH SOLE NONE 0 0 22102 Ishares TRUST Dow Jones U.S. TECH ETF 464287721 891 12144 SH SOLE NONE 0 0 12144 Johnson & Johnson COM 478160104 4212 25787 SH SOLE NONE 0 0 25787 Jpmorgan Chase & Co COM 46625H100 1382 13231 SH SOLE NONE 0 0 13231 Kraft Heinz Company COM 500754106 731 21933 SH SOLE NONE 0 0 21933 Merck & Co Inc COM 58933Y105 1088 12636 SH SOLE NONE 0 0 12636 Microsoft Corp COM 594918104 26101 112072 SH SOLE NONE 0 0 112072 Nextera Energy Inc COM 65339F101 1192 15214 SH SOLE NONE 0 0 15214 Nike Inc Class B CL B 654106103 994 11959 SH SOLE NONE 0 0 11959 Nvidia Corp COM 67066G104 2009 16550 SH SOLE NONE 0 0 16550 Oracle Corporation COM 68389X105 1067 17485 SH SOLE NONE 0 0 17485 Paccar Inc COM 693718108 1606 19195 SH SOLE NONE 0 0 19195 Palantir Technologies Inc CL A 69608A108 209 25715 SH SOLE NONE 0 0 25715 Pfizer Incorporated COM 717081103 1261 28836 SH SOLE NONE 0 0 28836 Procter & Gamble COM 742718109 2426 19218 SH SOLE NONE 0 0 19218 Qualcomm Inc COM 747525103 2173 19240 SH SOLE NONE 0 0 19240 Sch Fnd Intl Lg Etf SCHWB FDT INT LG 808524755 300 11936 SH SOLE NONE 0 0 11936 Sch US Div Equity Etf US DIVIDEND EQ 808524797 7172 107964 SH SOLE NONE 0 0 107964 Schwab Emerging Markets EMRG MKTEQ ETF 808524706 604 26993 SH SOLE NONE 0 0 26993 Schwab International INTL EQTY ETF 808524805 758 26969 SH SOLE NONE 0 0 26969 Schwab US Broad Market US BRD MKT ETF 808524102 2380 56685 SH SOLE NONE 0 0 56685 Schwab US Large Cap US LCAP VA ETF 808524409 805 13763 SH SOLE NONE 0 0 13763 Schwab US Large Cap Etf US LRG CAP ETF 808524201 525 12400 SH SOLE NONE 0 0 12400 Schwab US Small Cap Etf US SML CAP ETF 808524607 761 20156 SH SOLE NONE 0 0 20156 Sector Spdr Fincl Select FINANCIAL 81369Y605 436 14366 SH SOLE NONE 0 0 14366 Snap Inc Cl A CL A 83304A106 212 21661 SH SOLE NONE 0 0 21661 Spdr Gold TRUST GOLD SHS 78463V107 2743 17740 SH SOLE NONE 0 0 17740 Starbucks Corp COM 855244109 9942 117998 SH SOLE NONE 0 0 117998 Sysco Corporation COM 871829107 1429 20223 SH SOLE NONE 0 0 20223 Tesla Motors Inc COM 88160R101 4755 17930 SH SOLE NONE 0 0 17930 The Charles Schwab Corp COM 808513105 749 10431 SH SOLE NONE 0 0 10431 Timberland Bancorp COM 887098101 2312 83619 SH SOLE NONE 0 0 83619 United Parcel Service B CL B 911312106 2016 12481 SH SOLE NONE 0 0 12481 Vanguard Bond Index Fund SHORT TRM BOND 921937827 6509 87007 SH SOLE NONE 0 0 87007 Vanguard Div Apprciation DIV APP ETF 921908844 2153 15934 SH SOLE NONE 0 0 15934 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 687 18835 SH SOLE NONE 0 0 18835 Vanguard Ftse Etf VAN FTSE DEV MKT 921943858 475 13081 SH SOLE NONE 0 0 13081 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 2704 60969 SH SOLE NONE 0 0 60969 Vanguard Total Intl Etf VG TL INTL STK F 921909768 613 13404 SH SOLE NONE 0 0 13404 Vanguard Value VALUE ETF 922908744 2728 22094 SH SOLE NONE 0 0 22094 Verizon Communications COM 92343V104 1335 35171 SH SOLE NONE 0 0 35171 WARNER BROS. DISCOVERY SRS A ORD WI COM SER A 934423104 207 15444 SH SOLE NONE 0 0 15444 Weyerhaeuser Co COM NEW 962166104 687 24075 SH SOLE NONE 0 0 24075