0001606587-20-000368.txt : 20200417 0001606587-20-000368.hdr.sgml : 20200417 20200417134620 ACCESSION NUMBER: 0001606587-20-000368 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200417 DATE AS OF CHANGE: 20200417 EFFECTIVENESS DATE: 20200417 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: 20798808 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 03-31-2020 03-31-2020 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 04-17-2020 0 43 96950 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE A T T Inc New COM 00206R102 1258 43161 SH SOLE None 0 0 43161 Apple Inc COM 037833100 11030 43379 SH SOLE None 0 0 43379 Bank Of America Corp COM 060505104 572 26956 SH SOLE None 0 0 26956 Berkshire Hathaway Cl B CL B NEW 084670702 6167 33736 SH SOLE None 0 0 33736 Boeing Co COM 097023105 1858 12461 SH SOLE None 0 0 12461 Bp Plc Adr SPONSORED ADR 055622104 339 13932 SH SOLE None 0 0 13932 Caterpillar Inc COM 149123101 2124 18310 SH SOLE None 0 0 18310 Chevron Corporation COM 166764100 863 11920 SH SOLE None 0 0 11920 Cisco Systems Inc COM 17275R102 844 21475 SH SOLE None 0 0 21475 Columbia Banking Systems COM 197236102 660 24657 SH SOLE None 0 0 24657 Comcast Corp New Cl A CL A 20030N101 1512 44006 SH SOLE None 0 0 44006 Conocophillips COM 20825C104 454 14756 SH SOLE None 0 0 14756 Costco Whsl Corp New COM 22160K105 5366 18821 SH SOLE None 0 0 18821 Disney Walt Co COM DISNEY 254687106 1637 16950 SH SOLE None 0 0 16950 Heritage Financial Cp Wa COM 42722X106 1841 92082 SH SOLE None 0 0 92082 Intel Corp COM 458140100 2180 40287 SH SOLE None 0 0 40287 Ishares Morningstar Fund MRNGSTR LG-CP GR 464287119 8814 47454 SH SOLE None 0 0 47454 Ishares Morningstar Fund MRNGSTR LG-CP VL 464288109 1441 16644 SH SOLE None 0 0 16644 Ishares Silver TRUST ISHARES 46428Q109 251 19240 SH SOLE None 0 0 19240 Johnson Johnson COM 478160104 2642 20155 SH SOLE None 0 0 20155 Jpmorgan Chase Co COM 46625H100 1030 11451 SH SOLE None 0 0 11451 Microsoft Corp COM 594918104 17789 112801 SH SOLE None 0 0 112801 Nike Inc Class B CL B 654106103 913 11043 SH SOLE None 0 0 11043 Nuveen California Divide COM 67066Y105 254 18554 SH SOLE None 0 0 18554 Paccar Inc COM 693718108 746 12212 SH SOLE None 0 0 12212 Paypal Holdings Inco COM 70450Y103 977 10211 SH SOLE None 0 0 10211 Pfizer Incorporated COM 717081103 719 22050 SH SOLE None 0 0 22050 Pimco Cal Muni Inc Fd II COM 72200M108 211 25000 SH SOLE None 0 0 25000 Procter Gamble COM 742718109 1517 13797 SH SOLE None 0 0 13797 Qualcomm Inc COM 747525103 823 12170 SH SOLE None 0 0 12170 Sch Fnd Intl Lg Etf SCHWB FDT INT LG 808524755 262 12489 SH SOLE None 0 0 12489 Sch US Div Equity Etf US DIVIDEND EQ 808524797 1128 25088 SH SOLE None 0 0 25088 Spdr Gold TRUST GOLD SHS 78463V107 1906 12877 SH SOLE None 0 0 12877 Starbucks Corp COM 855244109 8539 129898 SH SOLE None 0 0 129898 The Charles Schwab Corp COM 808513105 502 14948 SH SOLE None 0 0 14948 Timberland Bancorp COM 887098101 1997 109206 SH SOLE None 0 0 109206 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 370 11049 SH SOLE None 0 0 11049 Vanguard Ftse Etf FTSE DEV MKT ETF 921943858 423 12688 SH SOLE None 0 0 12688 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 1806 44048 SH SOLE None 0 0 44048 Vanguard Total Intl Etf VG TL INTL STK F 921909768 684 16306 SH SOLE None 0 0 16306 Verizon Communications COM 92343V104 1749 32557 SH SOLE None 0 0 32557 Wells Fargo Co New COM 949746101 400 13953 SH SOLE None 0 0 13953 Weyerhaeuser Co COM 962166104 352 20817 SH SOLE None 0 0 20817