0001606587-20-000073.txt : 20200121 0001606587-20-000073.hdr.sgml : 20200121 20200121135348 ACCESSION NUMBER: 0001606587-20-000073 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200121 DATE AS OF CHANGE: 20200121 EFFECTIVENESS DATE: 20200121 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: 20535993 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 12-31-2019 12-31-2019 false KILEY JUERGENS WEALTH MANAGEMENT, LLC

2409 PACIFIC AVENUE SE OLYMPIA WA 98501

13F HOLDINGS REPORT 028-18360 N Martin Juergens 360-350-4747 Martin Juergens Olympia WA 01-17-2020 0 44 113855 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE A T & T Inc New COM 00206R102 1439 36846 SH SOLE None 0 0 36846 Apple Inc COM 037833100 12744 43400 SH SOLE None 0 0 43400 Bank Of America Corp COM 060505104 906 25749 SH SOLE None 0 0 25749 Berkshire Hathaway Cl B CL B NEW 084670702 7657 33808 SH SOLE None 0 0 33808 Boeing Co COM 097023105 3450 10592 SH SOLE None 0 0 10592 Bp Plc Adr SPONSORED ADR 055622104 474 12574 SH SOLE None 0 0 12574 Caterpillar Inc COM 149123101 2374 16078 SH SOLE None 0 0 16078 Chevron Corporation COM 166764100 1398 11601 SH SOLE None 0 0 11601 Cisco Systems Inc COM 17275R102 1052 21943 SH SOLE None 0 0 21943 Columbia Banking Systems COM 197236102 1003 24657 SH SOLE None 0 0 24657 Comcast Corp New Cl A CL A 20030N101 1940 43151 SH SOLE None 0 0 43151 Conocophillips COM 20825C104 799 12300 SH SOLE None 0 0 12300 Costco Whsl Corp New COM 22160K105 5392 18345 SH SOLE None 0 0 18345 Disney Walt Co COM DISNEY 254687106 2201 15221 SH SOLE None 0 0 15221 Fluor Corporation New COM 343412102 212 11231 SH SOLE None 0 0 11231 General Electric Company COM 369604103 219 19633 SH SOLE None 0 0 19633 Heritage Financial Cp Wa COM 42722X106 2723 96252 SH SOLE None 0 0 96252 Intel Corp COM 458140100 2295 38362 SH SOLE None 0 0 38362 Ishares Morningstar Fund MRNGSTR LG-CP GR 464287119 10489 49960 SH SOLE None 0 0 49960 Ishares Morningstar Fund MRNGSTR LG-CP VL 464288109 1991 16991 SH SOLE None 0 0 16991 Ishares Msci Emrg Mkt Fd MSCI EMG MKT ETF 464287234 491 10951 SH SOLE None 0 0 10951 Ishares Silver TRUST ISHARES 46428Q109 289 17372 SH SOLE None 0 0 17372 Johnson & Johnson COM 478160104 2833 19422 SH SOLE None 0 0 19422 Jpmorgan Chase & Co COM 46625H100 1626 11669 SH SOLE None 0 0 11669 Microsoft Corp COM 594918104 17730 112430 SH SOLE None 0 0 112430 Nike Inc Class B CL B 654106103 1016 10033 SH SOLE None 0 0 10033 Nuveen California Divide COM 67066Y105 276 18554 SH SOLE None 0 0 18554 Paccar Inc COM 693718108 997 12608 SH SOLE None 0 0 12608 Pfizer Incorporated COM 717081103 798 20385 SH SOLE None 0 0 20385 Pimco Cal Muni Inc Fd II COM 72200M108 250 25000 SH SOLE None 0 0 25000 Procter & Gamble COM 742718109 1588 12716 SH SOLE None 0 0 12716 Sch Fnd Intl Lg Etf SCHWB FDT INT LG 808524755 358 12389 SH SOLE None 0 0 12389 Sch US Div Equity Etf US DIVIDEND EQ 808524797 612 10581 SH SOLE None 0 0 10581 Spdr Gold TRUST GOLD SHS 78463V107 1732 12127 SH SOLE None 0 0 12127 Starbucks Corp COM 855244109 11499 130795 SH SOLE None 0 0 130795 The Charles Schwab Corp COM 808513105 691 14540 SH SOLE None 0 0 14540 Timberland Bancorp COM 887098101 3171 106644 SH SOLE None 0 0 106644 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 507 11411 SH SOLE None 0 0 11411 Vanguard Ftse Etf FTSE DEV MKT ETF 921943858 718 16316 SH SOLE None 0 0 16316 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 1866 34729 SH SOLE None 0 0 34729 Vanguard Total Intl Etf VG TL INTL STK F 921909768 949 17056 SH SOLE None 0 0 17056 Verizon Communications COM 92343V104 1829 29796 SH SOLE None 0 0 29796 Wells Fargo & Co New COM 949746101 737 13701 SH SOLE None 0 0 13701 Weyerhaeuser Co COM 962166104 534 17698 SH SOLE None 0 0 17698