0001172661-23-002623.txt : 20230726 0001172661-23-002623.hdr.sgml : 20230726 20230726153549 ACCESSION NUMBER: 0001172661-23-002623 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230726 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: 231113301 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 06-30-2023 06-30-2023 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 07-26-2023 0 72 289934515 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 1532362 11374 SH SOLE 0 0 11374 ALPHABET INC CAP STK CL C 02079K107 1940359 16040 SH SOLE 0 0 16040 ALPHABET INC CAP STK CL A 02079K305 8432626 70448 SH SOLE 0 0 70448 AMAZON COM INC COM 023135106 11441896 87772 SH SOLE 0 0 87772 APPLE INC COM 037833100 34166298 176142 SH SOLE 0 0 176142 AT&T INC COM 00206R102 735330 46102 SH SOLE 0 0 46102 BANK AMERICA CORP COM 060505104 1086137 37858 SH SOLE 0 0 37858 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13753212 40332 SH SOLE 0 0 40332 BOEING CO COM 097023105 4944079 23414 SH SOLE 0 0 23414 BRISTOL-MYERS SQUIBB CO COM 110122108 683469 10688 SH SOLE 0 0 10688 CATERPILLAR INC COM 149123101 4656726 18926 SH SOLE 0 0 18926 CHEVRON CORP NEW COM 166764100 2302990 14636 SH SOLE 0 0 14636 CISCO SYS INC COM 17275R102 1248104 24123 SH SOLE 0 0 24123 CITIGROUP INC COM NEW 172967424 595343 12931 SH SOLE 0 0 12931 COCA COLA CO COM 191216100 680703 11304 SH SOLE 0 0 11304 COLUMBIA BKG SYS INC COM 197236102 248471 12252 SH SOLE 0 0 12252 COMCAST CORP NEW CL A 20030N101 1060539 25524 SH SOLE 0 0 25524 COSTCO WHSL CORP NEW COM 22160K105 17707885 32891 SH SOLE 0 0 32891 CSX CORP COM 126408103 369780 10844 SH SOLE 0 0 10844 CVS HEALTH CORP COM 126650100 704263 10188 SH SOLE 0 0 10188 DEVON ENERGY CORP NEW COM 25179M103 495641 10253 SH SOLE 0 0 10253 DISNEY WALT CO COM 254687106 1429236 16008 SH SOLE 0 0 16008 EXXON MOBIL CORP COM 30231G102 1231219 11480 SH SOLE 0 0 11480 FORD MTR CO DEL COM 345370860 430932 28482 SH SOLE 0 0 28482 HERITAGE FINL CORP WASH COM 42722X106 3432547 212279 SH SOLE 0 0 212279 INTEL CORP COM 458140100 1486913 44465 SH SOLE 0 0 44465 INVESCO QQQ TR UNIT SER 1 46090E103 19957735 54025 SH SOLE 0 0 54025 ISHARES SILVER TR ISHARES 46428Q109 463090 22168 SH SOLE 0 0 22168 ISHARES TR MORNINGSTAR VALU 464288109 5323078 80022 SH SOLE 0 0 80022 ISHARES TR MORNINGSTAR GRWT 464287119 9854382 158071 SH SOLE 0 0 158071 JOHNSON & JOHNSON COM 478160104 4429649 26762 SH SOLE 0 0 26762 JPMORGAN CHASE & CO COM 46625H100 1984249 13643 SH SOLE 0 0 13643 KRAFT HEINZ CO COM 500754106 450815 12699 SH SOLE 0 0 12699 MCDONALDS CORP COM 580135101 3164927 10606 SH SOLE 0 0 10606 MERCK & CO INC COM 58933Y105 1434766 12434 SH SOLE 0 0 12434 MICROSOFT CORP COM 594918104 39383495 115650 SH SOLE 0 0 115650 NEXTERA ENERGY INC COM 65339F101 1186933 15996 SH SOLE 0 0 15996 NIKE INC CL B 654106103 1373901 12448 SH SOLE 0 0 12448 NVIDIA CORPORATION COM 67066G104 6828572 16142 SH SOLE 0 0 16142 ORACLE CORP COM 68389X105 1923669 16153 SH SOLE 0 0 16153 PACCAR INC COM 693718108 2529830 30243 SH SOLE 0 0 30243 PALANTIR TECHNOLOGIES INC CL A 69608A108 392295 25590 SH SOLE 0 0 25590 PFIZER INC COM 717081103 979393 26701 SH SOLE 0 0 26701 PIONEER NAT RES CO COM 723787107 2087579 10076 SH SOLE 0 0 10076 PROCTER AND GAMBLE CO COM 742718109 3055817 20139 SH SOLE 0 0 20139 QUALCOMM INC COM 747525103 2247858 18883 SH SOLE 0 0 18883 SCHWAB CHARLES CORP COM 808513105 591182 10430 SH SOLE 0 0 10430 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3001297 58052 SH SOLE 0 0 58052 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 653520 12479 SH SOLE 0 0 12479 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 774742 10337 SH SOLE 0 0 10337 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 862194 24185 SH SOLE 0 0 24185 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 374112 11586 SH SOLE 0 0 11586 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 692853 28130 SH SOLE 0 0 28130 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 8709625 119934 SH SOLE 0 0 119934 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 930170 13865 SH SOLE 0 0 13865 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 926788 21160 SH SOLE 0 0 21160 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 483103 14331 SH SOLE 0 0 14331 SPDR GOLD TR GOLD SHS 78463V107 3064996 17193 SH SOLE 0 0 17193 STARBUCKS CORP COM 855244109 11807663 119197 SH SOLE 0 0 119197 SYSCO CORP COM 871829107 1277703 17220 SH SOLE 0 0 17220 TESLA INC COM 88160R101 4605863 17595 SH SOLE 0 0 17595 TIMBERLAND BANCORP INC COM 887098101 3142981 122869 SH SOLE 0 0 122869 UNITED PARCEL SERVICE INC CL B 911312106 2149477 11992 SH SOLE 0 0 11992 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6137915 81222 SH SOLE 0 0 81222 VANGUARD INDEX FDS VALUE ETF 922908744 3520500 24775 SH SOLE 0 0 24775 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 808944 19886 SH SOLE 0 0 19886 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3402187 62529 SH SOLE 0 0 62529 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3172427 19531 SH SOLE 0 0 19531 VANGUARD STAR FDS VG TL INTL STK F 921909768 713113 12716 SH SOLE 0 0 12716 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 576250 12478 SH SOLE 0 0 12478 VERIZON COMMUNICATIONS INC COM 92343V104 907364 24398 SH SOLE 0 0 24398 WEYERHAEUSER CO MTN BE COM NEW 962166104 798453 23827 SH SOLE 0 0 23827