0001606587-19-000033.txt : 20190115
0001606587-19-000033.hdr.sgml : 20190115
20190115122909
ACCESSION NUMBER: 0001606587-19-000033
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190115
DATE AS OF CHANGE: 20190115
EFFECTIVENESS DATE: 20190115
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: 19526693
BUSINESS ADDRESS:
STREET 1: 2413 PACIFIC AVENUE SE
STREET 2: SUITE C
CITY: OLYMPIA
STATE: WA
ZIP: 98501
BUSINESS PHONE: 3603504747
MAIL ADDRESS:
STREET 1: 2413 PACIFIC AVENUE SE
STREET 2: SUITE C
CITY: OLYMPIA
STATE: WA
ZIP: 98501
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001723223
XXXXXXXX
12-31-2018
12-31-2018
false
KILEY JUERGENS WEALTH MANAGEMENT, LLC
2413 PACIFIC AVENUE SE
SUITE C
OLYMPIA
WA
98501
13F HOLDINGS REPORT
028-18360
N
Martin Juergens
Member, Chief Executive Officer, Compliance Officer
360-350-4747
Martin Juergens
Olympia
WA
01-11-2019
0
38
71433
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
Apple Inc
COM
037833100
7024
44530
SH
SOLE
None
0
0
44530
Alaska Air Group Inc De
COM
011659109
749
12314
SH
SOLE
None
0
0
12314
Bank Of America Corp
COM
060505104
590
23951
SH
SOLE
None
0
0
23951
Bp Plc Adr
SPONSORED ADR
055622104
432
11396
SH
SOLE
None
0
0
11396
Berkshire Hathaway Cl B
CL B NEW
084670702
5748
28155
SH
SOLE
None
0
0
28155
Vanguard Bond Index Fund
SHORT TRM BOND
921937827
843
10740
SH
SOLE
None
0
0
10740
Caterpillar Inc
COM
149123101
1522
11979
SH
SOLE
None
0
0
11979
Comcast Corp New Cl A
CL A
20030N101
934
27444
SH
SOLE
None
0
0
27444
Columbia Banking Systems
COM
197236102
646
17825
SH
SOLE
None
0
0
17825
Costco Whsl Corp New
COM
22160K105
3310
16252
SH
SOLE
None
0
0
16252
Cisco Systems Inc
COM
17275R102
1016
23470
SH
SOLE
None
0
0
23470
Disney Walt Co
COM DISNEY
254687106
1145
10444
SH
SOLE
None
0
0
10444
Ishares Msci Emrg Mkt Fd
MSCI EMG MKT ETF
464287234
458
11751
SH
SOLE
None
0
0
11751
Sch Fnd Intl Lg Etf
SCHWB FDT INT LG
808524755
282
11207
SH
SOLE
None
0
0
11207
Spdr Gold TRUST
GOLD SHS
78463V107
1218
10048
SH
SOLE
None
0
0
10048
Heritage Financial Cp Wa
COM
42722X106
2788
93809
SH
SOLE
None
0
0
93809
Intel Corp
COM
458140100
1454
30982
SH
SOLE
None
0
0
30982
Ishares Morningstar Fund
MRNGSTR LG-CP GR
464287119
7962
50228
SH
SOLE
None
0
0
50228
Ishares Morningstar Fund
MRNGSTR LG-CP VL
464288109
1551
16103
SH
SOLE
None
0
0
16103
Johnson & Johnson
COM
478160104
2442
18927
SH
SOLE
None
0
0
18927
Jpmorgan Chase & Co
COM
46625H100
980
10040
SH
SOLE
None
0
0
10040
Microsoft Corp
COM
594918104
10098
99423
SH
SOLE
None
0
0
99423
Nuveen California Divide
COM
67066Y105
236
18554
SH
SOLE
None
0
0
18554
Nuveen Amt Free Mncpl Cr
COM
67071L106
261
18703
SH
SOLE
None
0
0
18703
Paccar Inc
COM
693718108
1068
18693
SH
SOLE
None
0
0
18693
Pfizer Incorporated
COM
717081103
758
17372
SH
SOLE
None
0
0
17372
Procter & Gamble
COM
742718109
1221
13284
SH
SOLE
None
0
0
13284
Starbucks Corp
COM
855244109
6743
104717
SH
SOLE
None
0
0
104717
A T & T Inc New
COM
00206R102
968
33928
SH
SOLE
None
0
0
33928
Timberland Bancorp
COM
887098101
1706
76527
SH
SOLE
None
0
0
76527
Vanguard Ftse Etf
FTSE DEV MKT ETF
921943858
433
11683
SH
SOLE
None
0
0
11683
Vanguard Emerging Market
FTSE EMR MKT ETF
922042858
451
11851
SH
SOLE
None
0
0
11851
Vanguard Total Intl Etf
VG TL INTL STK F
921909768
719
15241
SH
SOLE
None
0
0
15241
Verizon Communications
COM
92343V104
1560
27761
SH
SOLE
None
0
0
27761
Wells Fargo & Co New
COM
949746101
518
11242
SH
SOLE
None
0
0
11242
Weyerhaeuser Co
COM
962166104
414
18967
SH
SOLE
None
0
0
18967
Sector Spdr Engy Select
ENERGY
81369Y506
647
11289
SH
SOLE
None
0
0
11289
Sector Spdr Fincl Select
SBI INT-FINL
81369Y605
538
22611
SH
SOLE
None
0
0
22611