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