0001172661-24-000398.txt : 20240130 0001172661-24-000398.hdr.sgml : 20240130 20240130170735 ACCESSION NUMBER: 0001172661-24-000398 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240130 DATE AS OF CHANGE: 20240130 EFFECTIVENESS DATE: 20240130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KILEY JUERGENS WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001723223 ORGANIZATION NAME: 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: 24579110 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 12-31-2023 12-31-2023 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 01-30-2024 0 65 298921114 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 9805260 70193 SH SOLE 0 0 70193 ALPHABET INC CAP STK CL C 02079K107 2256994 16015 SH SOLE 0 0 16015 AMAZON COM INC COM 023135106 14129436 92994 SH SOLE 0 0 92994 APPLE INC COM 037833100 31194668 162025 SH SOLE 0 0 162025 AT&T INC COM 00206R102 708820 42242 SH SOLE 0 0 42242 BANK AMERICA CORP COM 060505104 1085884 32251 SH SOLE 0 0 32251 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14483606 40609 SH SOLE 0 0 40609 BOEING CO COM 097023105 5981861 22949 SH SOLE 0 0 22949 CATERPILLAR INC COM 149123101 5606472 18962 SH SOLE 0 0 18962 CHEVRON CORP NEW COM 166764100 2113145 14167 SH SOLE 0 0 14167 CISCO SYS INC COM 17275R102 1251233 24767 SH SOLE 0 0 24767 COCA COLA CO COM 191216100 708677 12026 SH SOLE 0 0 12026 COLUMBIA BKG SYS INC COM 197236102 335314 12568 SH SOLE 0 0 12568 COMCAST CORP NEW CL A 20030N101 1079642 24621 SH SOLE 0 0 24621 COSTCO WHSL CORP NEW COM 22160K105 21787658 33008 SH SOLE 0 0 33008 CSX CORP COM 126408103 438367 12644 SH SOLE 0 0 12644 DISNEY WALT CO COM 254687106 998152 11055 SH SOLE 0 0 11055 EXXON MOBIL CORP COM 30231G102 1132281 11325 SH SOLE 0 0 11325 FORD MTR CO DEL COM 345370860 386534 31709 SH SOLE 0 0 31709 HERITAGE FINL CORP WASH COM 42722X106 5087713 237855 SH SOLE 0 0 237855 INTEL CORP COM 458140100 2191895 43620 SH SOLE 0 0 43620 INVESCO QQQ TR UNIT SER 1 46090E103 22077171 53910 SH SOLE 0 0 53910 ISHARES SILVER TR ISHARES 46428Q109 385898 17718 SH SOLE 0 0 17718 ISHARES TR MORNINGSTAR GRWT 464287119 10618866 156574 SH SOLE 0 0 156574 ISHARES TR MORNINGSTAR VALU 464288109 5611527 79461 SH SOLE 0 0 79461 JOHNSON & JOHNSON COM 478160104 3461831 22086 SH SOLE 0 0 22086 JPMORGAN CHASE & CO COM 46625H100 2239646 13167 SH SOLE 0 0 13167 KENVUE INC COM 49177J102 593927 27586 SH SOLE 0 0 27586 MCDONALDS CORP COM 580135101 3185394 10743 SH SOLE 0 0 10743 MERCK & CO INC COM 58933Y105 1350868 12391 SH SOLE 0 0 12391 MICROSOFT CORP COM 594918104 42369381 112673 SH SOLE 0 0 112673 NIKE INC CL B 654106103 1636448 15073 SH SOLE 0 0 15073 NVIDIA CORPORATION COM 67066G104 8042198 16240 SH SOLE 0 0 16240 ORACLE CORP COM 68389X105 1229770 11664 SH SOLE 0 0 11664 PACCAR INC COM 693718108 2909974 29800 SH SOLE 0 0 29800 PALANTIR TECHNOLOGIES INC CL A 69608A108 431568 25135 SH SOLE 0 0 25135 PFIZER INC COM 717081103 530571 18429 SH SOLE 0 0 18429 PROCTER AND GAMBLE CO COM 742718109 2978132 20323 SH SOLE 0 0 20323 QUALCOMM INC COM 747525103 2299365 15898 SH SOLE 0 0 15898 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 391302 11601 SH SOLE 0 0 11601 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 846025 10198 SH SOLE 0 0 10198 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9895122 129977 SH SOLE 0 0 129977 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3321874 59671 SH SOLE 0 0 59671 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 976420 20669 SH SOLE 0 0 20669 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 930564 25178 SH SOLE 0 0 25178 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1009563 14402 SH SOLE 0 0 14402 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 775309 31275 SH SOLE 0 0 31275 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 701970 12446 SH SOLE 0 0 12446 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 545020 14495 SH SOLE 0 0 14495 SNAP INC CL A 83304A106 263448 15561 SH SOLE 0 0 15561 SPDR GOLD TR GOLD SHS 78463V107 3061779 16016 SH SOLE 0 0 16016 STARBUCKS CORP COM 855244109 11544951 120247 SH SOLE 0 0 120247 SYSCO CORP COM 871829107 774395 10589 SH SOLE 0 0 10589 TESLA INC COM 88160R101 4273875 17200 SH SOLE 0 0 17200 TIMBERLAND BANCORP INC COM 887098101 3847957 122313 SH SOLE 0 0 122313 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6385955 82913 SH SOLE 0 0 82913 VANGUARD INDEX FDS VALUE ETF 922908744 3361399 22484 SH SOLE 0 0 22484 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 820568 19965 SH SOLE 0 0 19965 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3594248 64023 SH SOLE 0 0 64023 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3384772 19864 SH SOLE 0 0 19864 VANGUARD STAR FDS VG TL INTL STK F 921909768 730412 12602 SH SOLE 0 0 12602 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 595910 12441 SH SOLE 0 0 12441 VERIZON COMMUNICATIONS INC COM 92343V104 685661 18187 SH SOLE 0 0 18187 WELLS FARGO CO NEW COM 949746101 675791 13730 SH SOLE 0 0 13730 WEYERHAEUSER CO MTN BE COM NEW 962166104 810677 23315 SH SOLE 0 0 23315