0001172661-24-001905.txt : 20240419 0001172661-24-001905.hdr.sgml : 20240419 20240418212326 ACCESSION NUMBER: 0001172661-24-001905 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240419 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KILEY JUERGENS WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001723223 ORGANIZATION NAME: 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: 24855415 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 X0202 13F-HR LIVE false false false 0001723223 XXXXXXXX 03-31-2024 03-31-2024 false KILEY JUERGENS WEALTH MANAGEMENT, LLC

2409 Pacific Avenue Se Olympia WA 98501

13F HOLDINGS REPORT 028-18360 000151088 801-70467 N Martin Juergens 360-350-4747 /s/ Martin Juergens Olympia WA 04-18-2024 0 66 323277175 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 2414387 15857 SH SOLE 0 0 15857 ALPHABET INC CAP STK CL A 02079K305 10477862 69422 SH SOLE 0 0 69422 AMAZON COM INC COM 023135106 16640330 92252 SH SOLE 0 0 92252 APPLE INC COM 037833100 27281032 159092 SH SOLE 0 0 159092 AT&T INC COM 00206R102 732336 41610 SH SOLE 0 0 41610 BANK AMERICA CORP COM 060505104 1524542 40204 SH SOLE 0 0 40204 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17094979 40652 SH SOLE 0 0 40652 BOEING CO COM 097023105 4592465 23796 SH SOLE 0 0 23796 CATERPILLAR INC COM 149123101 6837032 18658 SH SOLE 0 0 18658 CHEVRON CORP NEW COM 166764100 2166248 13733 SH SOLE 0 0 13733 CISCO SYS INC COM 17275R102 1191502 23873 SH SOLE 0 0 23873 COCA COLA CO COM 191216100 747971 12226 SH SOLE 0 0 12226 COLUMBIA BKG SYS INC COM 197236102 248028 12818 SH SOLE 0 0 12818 COMCAST CORP NEW CL A 20030N101 1016379 23446 SH SOLE 0 0 23446 COSTCO WHSL CORP NEW COM 22160K105 24177445 33001 SH SOLE 0 0 33001 CSX CORP COM 126408103 453885 12244 SH SOLE 0 0 12244 EXXON MOBIL CORP COM 30231G102 1215868 10460 SH SOLE 0 0 10460 FORD MTR CO DEL COM 345370860 418368 31504 SH SOLE 0 0 31504 HERITAGE FINL CORP WASH COM 42722X106 4645769 239596 SH SOLE 0 0 239596 INTEL CORP COM 458140100 1895361 42911 SH SOLE 0 0 42911 INVESCO QQQ TR UNIT SER 1 46090E103 24003771 54061 SH SOLE 0 0 54061 ISHARES SILVER TR ISHARES 46428Q109 425152 18688 SH SOLE 0 0 18688 ISHARES TR MORNINGSTAR GRWT 464287119 11697325 154973 SH SOLE 0 0 154973 ISHARES TR MORNINGSTAR VALU 464288109 6216583 80882 SH SOLE 0 0 80882 JOHNSON & JOHNSON COM 478160104 3081732 19481 SH SOLE 0 0 19481 JPMORGAN CHASE & CO COM 46625H100 2770042 13829 SH SOLE 0 0 13829 KENVUE INC COM 49177J102 654208 30485 SH SOLE 0 0 30485 MCDONALDS CORP COM 580135101 3001255 10645 SH SOLE 0 0 10645 MERCK & CO INC COM 58933Y105 1602183 12142 SH SOLE 0 0 12142 MICROSOFT CORP COM 594918104 45969221 109263 SH SOLE 0 0 109263 NIKE INC CL B 654106103 1696142 18048 SH SOLE 0 0 18048 NOVO-NORDISK A S ADR 670100205 2126176 16559 SH SOLE 0 0 16559 NVIDIA CORPORATION COM 67066G104 14651847 16216 SH SOLE 0 0 16216 OCCIDENTAL PETE CORP COM 674599105 733997 11294 SH SOLE 0 0 11294 ORACLE CORP COM 68389X105 1407738 11207 SH SOLE 0 0 11207 PACCAR INC COM 693718108 3667482 29603 SH SOLE 0 0 29603 PALANTIR TECHNOLOGIES INC CL A 69608A108 619429 26920 SH SOLE 0 0 26920 PFIZER INC COM 717081103 493080 17769 SH SOLE 0 0 17769 PROCTER AND GAMBLE CO COM 742718109 3289206 20272 SH SOLE 0 0 20272 QUALCOMM INC COM 747525103 2601522 15366 SH SOLE 0 0 15366 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 417207 11716 SH SOLE 0 0 11716 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 11361472 140909 SH SOLE 0 0 140909 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 596298 12963 SH SOLE 0 0 12963 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 898221 23019 SH SOLE 0 0 23019 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1005344 20417 SH SOLE 0 0 20417 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1168016 15373 SH SOLE 0 0 15373 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 937253 10108 SH SOLE 0 0 10108 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3620971 59312 SH SOLE 0 0 59312 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 820599 32499 SH SOLE 0 0 32499 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 775900 12502 SH SOLE 0 0 12502 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 582141 13821 SH SOLE 0 0 13821 SPDR GOLD TR GOLD SHS 78463V107 3410220 16577 SH SOLE 0 0 16577 STARBUCKS CORP COM 855244109 10988307 120235 SH SOLE 0 0 120235 TESLA INC COM 88160R101 3030105 17237 SH SOLE 0 0 17237 TIMBERLAND BANCORP INC COM 887098101 3292962 122324 SH SOLE 0 0 122324 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7230431 94306 SH SOLE 0 0 94306 VANGUARD INDEX FDS VALUE ETF 922908744 3685765 22631 SH SOLE 0 0 22631 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3868239 65955 SH SOLE 0 0 65955 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 789468 18900 SH SOLE 0 0 18900 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3612834 19784 SH SOLE 0 0 19784 VANGUARD STAR FDS VG TL INTL STK F 921909768 744826 12352 SH SOLE 0 0 12352 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 652496 13006 SH SOLE 0 0 13006 VERIZON COMMUNICATIONS INC COM 92343V104 756343 18025 SH SOLE 0 0 18025 WALMART INC COM 931142103 921820 15320 SH SOLE 0 0 15320 WELLS FARGO CO NEW COM 949746101 815497 14070 SH SOLE 0 0 14070 WEYERHAEUSER CO MTN BE COM NEW 962166104 814560 22683 SH SOLE 0 0 22683