0001606587-20-000727.txt : 20200714 0001606587-20-000727.hdr.sgml : 20200714 20200714071850 ACCESSION NUMBER: 0001606587-20-000727 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200714 DATE AS OF CHANGE: 20200714 EFFECTIVENESS DATE: 20200714 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: 201026307 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 06-30-2020 06-30-2020 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 07-14-2020 0 47 119770 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE A T & T Inc New COM 00206R102 1382 45744 SH SOLE None 0 0 45744 Apple Inc COM 037833100 15510 42517 SH SOLE None 0 0 42517 Bank Of America Corp COM 060505104 628 26480 SH SOLE None 0 0 26480 Berkshire Hathaway Cl B CL B NEW 084670702 6594 36944 SH SOLE None 0 0 36944 Boeing Co COM 097023105 2588 14121 SH SOLE None 0 0 14121 Caterpillar Inc COM 149123101 2275 17991 SH SOLE None 0 0 17991 Chevron Corporation COM 166764100 1051 11788 SH SOLE None 0 0 11788 Cisco Systems Inc COM 17275R102 1023 21950 SH SOLE None 0 0 21950 Columbia Banking Systems COM 197236102 706 24923 SH SOLE None 0 0 24923 Comcast Corp New Cl A CL A 20030N101 1698 43585 SH SOLE None 0 0 43585 Conocophillips COM 20825C104 524 12491 SH SOLE None 0 0 12491 Costco Whsl Corp New COM 22160K105 5599 18468 SH SOLE None 0 0 18468 Disney Walt Co COM DISNEY 254687106 1968 17656 SH SOLE None 0 0 17656 Enterprise Prd Prtnrs Lp COM 293792107 201 11074 SH SOLE None 0 0 11074 Heritage Financial Cp Wa COM 42722X106 1841 92082 SH SOLE None 0 0 92082 Intel Corp COM 458140100 2376 39714 SH SOLE None 0 0 39714 Ishares Morningstar Fund MRNGSTR LG-CP GR 464287119 11032 47049 SH SOLE None 0 0 47049 Ishares Morningstar Fund MRNGSTR LG-CP VL 464288109 1629 16844 SH SOLE None 0 0 16844 Ishares Silver TRUST ISHARES 46428Q109 361 21240 SH SOLE None 0 0 21240 Johnson & Johnson COM 478160104 2881 20489 SH SOLE None 0 0 20489 Microsoft Corp COM 594918104 23113 113575 SH SOLE None 0 0 113575 Nike Inc Class B CL B 654106103 1087 11093 SH SOLE None 0 0 11093 Nuveen California Divide COM 67066Y105 264 18554 SH SOLE None 0 0 18554 Paccar Inc COM 693718108 914 12215 SH SOLE None 0 0 12215 Paypal Holdings Inco COM 70450Y103 1779 10211 SH SOLE None 0 0 10211 Pfizer Incorporated COM 717081103 760 23253 SH SOLE None 0 0 23253 Pimco Cal Muni Inc Fd II COM 72200M108 220 25000 SH SOLE None 0 0 25000 Procter & Gamble COM 742718109 1732 14486 SH SOLE None 0 0 14486 Qualcomm Inc COM 747525103 1370 15020 SH SOLE None 0 0 15020 Sch Fnd Intl Lg Etf SCHWB FDT INT LG 808524755 287 12114 SH SOLE None 0 0 12114 Sch US Div Equity Etf US DIVIDEND EQ 808524797 2182 42180 SH SOLE None 0 0 42180 Schwab International INTL EQTY ETF 808524805 505 16989 SH SOLE None 0 0 16989 Slack Technologies Inc COM CL A 83088V102 380 12227 SH SOLE None 0 0 12227 Snap Inc Cl A CL A 83304A106 340 14502 SH SOLE None 0 0 14502 Spdr Gold TRUST GOLD SHS 78463V107 2180 13027 SH SOLE None 0 0 13027 Starbucks Corp COM 855244109 9740 132356 SH SOLE None 0 0 132356 The Charles Schwab Corp COM 808513105 501 14854 SH SOLE None 0 0 14854 Timberland Bancorp COM 887098101 2008 110307 SH SOLE None 0 0 110307 Vanguard Bond Index Fund SHORT TRM BOND 921937827 860 10356 SH SOLE None 0 0 10356 Vanguard Div Apprciation DIV APP ETF 921908844 1205 10285 SH SOLE None 0 0 10285 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 453 11444 SH SOLE None 0 0 11444 Vanguard Ftse Etf FTSE DEV MKT ETF 921943858 535 13804 SH SOLE None 0 0 13804 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 1985 41693 SH SOLE None 0 0 41693 Vanguard Total Intl Etf VG TL INTL STK F 921909768 769 15656 SH SOLE None 0 0 15656 Verizon Communications COM 92343V104 1916 34770 SH SOLE None 0 0 34770 Wells Fargo & Co New COM 949746101 351 13719 SH SOLE None 0 0 13719 Weyerhaeuser Co COM NEW 962166104 467 20817 SH SOLE None 0 0 20817