0001606587-19-000351.txt : 20190412 0001606587-19-000351.hdr.sgml : 20190412 20190412143311 ACCESSION NUMBER: 0001606587-19-000351 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190412 DATE AS OF CHANGE: 20190412 EFFECTIVENESS DATE: 20190412 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: 19746074 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 03-31-2019 03-31-2019 false KILEY JUERGENS WEALTH MANAGEMENT, LLC

2413 PACIFIC AVENUE SE SUITE C OLYMPIA WA 98501

13F HOLDINGS REPORT 028-18360 N Martin Juergens 360-350-4747 Martin Juergens Olympia WA 04-12-2019 0 37 80277 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE A T & T Inc New COM 00206R102 1058 33765 SH SOLE None 0 0 33765 Alaska Air Group Inc De COM 011659109 863 15377 SH SOLE None 0 0 15377 Apple Inc COM 037833100 8580 45173 SH SOLE None 0 0 45173 Bank Of America Corp COM 060505104 637 23112 SH SOLE None 0 0 23112 Berkshire Hathaway Cl B CL B NEW 084670702 6107 30401 SH SOLE None 0 0 30401 Bp Plc Adr SPONSORED ADR 055622104 505 11557 SH SOLE None 0 0 11557 Caterpillar Inc COM 149123101 1830 13507 SH SOLE None 0 0 13507 Cisco Systems Inc COM 17275R102 1233 22851 SH SOLE None 0 0 22851 Columbia Banking Systems COM 197236102 582 17825 SH SOLE None 0 0 17825 Comcast Corp New Cl A CL A 20030N101 1097 27447 SH SOLE None 0 0 27447 Costco Whsl Corp New COM 22160K105 3959 16351 SH SOLE None 0 0 16351 Disney Walt Co COM DISNEY 254687106 1263 11380 SH SOLE None 0 0 11380 Heritage Financial Cp Wa COM 42722X106 2827 93809 SH SOLE None 0 0 93809 Intel Corp COM 458140100 1648 30689 SH SOLE None 0 0 30689 Ishares Morningstar Fund MRNGSTR LG-CP GR 464287119 9122 49898 SH SOLE None 0 0 49898 Ishares Morningstar Fund MRNGSTR LG-CP VL 464288109 1703 16162 SH SOLE None 0 0 16162 Ishares Msci Emrg Mkt Fd MSCI EMG MKT ETF 464287234 480 11201 SH SOLE None 0 0 11201 Johnson & Johnson COM 478160104 2718 19450 SH SOLE None 0 0 19450 Jpmorgan Chase & Co COM 46625H100 1096 10835 SH SOLE None 0 0 10835 Microsoft Corp COM 594918104 11730 99460 SH SOLE None 0 0 99460 Nuveen California Divide COM 67066Y105 255 18554 SH SOLE None 0 0 18554 Paccar Inc COM 693718108 1296 19022 SH SOLE None 0 0 19022 Pfizer Incorporated COM 717081103 764 17998 SH SOLE None 0 0 17998 Pimco Cal Muni Inc Fd II COM 72200M108 225 25000 SH SOLE None 0 0 25000 Procter & Gamble COM 742718109 1356 13034 SH SOLE None 0 0 13034 Sch Fnd Intl Lg Etf SCHWB FDT INT LG 808524755 309 11207 SH SOLE None 0 0 11207 Sector Spdr Engy Select ENERGY 81369Y506 888 13430 SH SOLE None 0 0 13430 Sector Spdr Fincl Select SBI INT-FINL 81369Y605 558 21722 SH SOLE None 0 0 21722 Spdr Gold TRUST GOLD SHS 78463V107 1225 10048 SH SOLE None 0 0 10048 Starbucks Corp COM 855244109 7744 104171 SH SOLE None 0 0 104171 Timberland Bancorp COM 887098101 2138 76427 SH SOLE None 0 0 76427 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 529 12459 SH SOLE None 0 0 12459 Vanguard Ftse Etf FTSE DEV MKT ETF 921943858 509 12476 SH SOLE None 0 0 12476 Vanguard Total Intl Etf VG TL INTL STK F 921909768 791 15256 SH SOLE None 0 0 15256 Verizon Communications COM 92343V104 1605 27153 SH SOLE None 0 0 27153 Wells Fargo & Co New COM 949746101 550 11389 SH SOLE None 0 0 11389 Weyerhaeuser Co COM 962166104 497 18892 SH SOLE None 0 0 18892