0001606587-21-000048.txt : 20210119 0001606587-21-000048.hdr.sgml : 20210119 20210119171016 ACCESSION NUMBER: 0001606587-21-000048 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210119 DATE AS OF CHANGE: 20210119 EFFECTIVENESS DATE: 20210119 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: 21536304 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 12-31-2020 12-31-2020 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 01-11-2021 0 52 169078 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE A T & T Inc New COM 00206R102 1236 42989 SH SOLE None 0 0 42989 Apple Inc COM 037833100 19601 147727 SH SOLE None 0 0 147727 Bank Of America Corp COM 060505104 1016 33545 SH SOLE None 0 0 33545 Berkshire Hathaway Cl B CL B NEW 084670702 8146 35133 SH SOLE None 0 0 35133 Boeing Co COM 097023105 2637 12320 SH SOLE None 0 0 12320 Brookfield Asset Mgmt CL A LTD VT SH 112585104 419 10155 SH SOLE None 0 0 10155 Caterpillar Inc COM 149123101 3003 16501 SH SOLE None 0 0 16501 Cisco Systems Inc COM 17275R102 648 14480 SH SOLE None 0 0 14480 Columbia Banking Systems COM 197236102 379 10559 SH SOLE None 0 0 10559 Comcast Corp New Cl A CL A 20030N101 1750 33407 SH SOLE None 0 0 33407 Costco Whsl Corp New COM 22160K105 10148 26933 SH SOLE None 0 0 26933 Disney Walt Co COM 254687106 2967 16379 SH SOLE None 0 0 16379 General Electric Company COM 369604103 325 30161 SH SOLE None 0 0 30161 Heritage Financial Cp Wa COM 42722X106 4476 191402 SH SOLE None 0 0 191402 Intel Corp COM 458140100 1446 29028 SH SOLE None 0 0 29028 Ishares Morningstar Fund MRNGSTR LG-CP GR 464287119 11650 40190 SH SOLE None 0 0 40190 Ishares Morningstar Fund MRNGSTR LG-CP VL 464288109 2211 19702 SH SOLE None 0 0 19702 Ishares Silver TRUST ISHARES 46428Q109 526 21409 SH SOLE None 0 0 21409 Ishares TRUST Dow Jones U.S. TECH ETF 464287721 1118 13144 SH SOLE None 0 0 13144 Johnson & Johnson COM 478160104 2942 18695 SH SOLE None 0 0 18695 Kraft Heinz Company COM 500754106 792 22851 SH SOLE None 0 0 22851 Microsoft Corp COM 594918104 20762 93348 SH SOLE None 0 0 93348 Nuveen California Divide COM 67066Y105 281 18554 SH SOLE None 0 0 18554 Paccar Inc COM 693718108 1038 12037 SH SOLE None 0 0 12037 Paypal Holdings Inco COM 70450Y103 2487 10620 SH SOLE None 0 0 10620 Pfizer Incorporated COM 717081103 645 17545 SH SOLE None 0 0 17545 Pimco Cal Muni Inc Fd II COM 72200M108 225 25000 SH SOLE None 0 0 25000 Powershares Qqq TRUST UNIT SER 1 46090E103 18244 58151 SH SOLE None 0 0 58151 Procter & Gamble COM 742718109 1922 13814 SH SOLE None 0 0 13814 Qualcomm Inc COM 747525103 2231 14650 SH SOLE None 0 0 14650 Sch Fnd Intl Lg Etf SCHWB FDT INT LG 808524755 426 14550 SH SOLE None 0 0 14550 Sch US Div Equity Etf US DIVIDEND EQ 808524797 3312 51650 SH SOLE None 0 0 51650 Schwab Emerging Markets EMRG MKTEQ ETF 808524706 310 10141 SH SOLE None 0 0 10141 Schwab International INTL EQTY ETF 808524805 773 21469 SH SOLE None 0 0 21469 Schwab US Aggregate Bond US AGGREGATE B 808524839 692 12354 SH SOLE None 0 0 12354 Schwab US Broad Market US BRD MKT ETF 808524102 4425 48634 SH SOLE None 0 0 48634 Schwab US Small Cap Etf US SML CAP ETF 808524607 1060 11914 SH SOLE None 0 0 11914 Slack Technologies Inc COM CL A 83088V102 887 21002 SH SOLE None 0 0 21002 Snap Inc Cl A CL A 83304A106 896 17902 SH SOLE None 0 0 17902 Spdr Gold TRUST GOLD SHS 78463V107 2258 12665 SH SOLE None 0 0 12665 Starbucks Corp COM 855244109 12217 114199 SH SOLE None 0 0 114199 Sysco Corp COM 871829107 1426 19210 SH SOLE None 0 0 19210 The Charles Schwab Corp COM 808513105 615 11606 SH SOLE None 0 0 11606 Timberland Bancorp COM 887098101 1975 81444 SH SOLE None 0 0 81444 Vanguard Bond Index Fund SHORT TRM BOND 921937827 3979 48002 SH SOLE None 0 0 48002 Vanguard Div Apprciation DIV APP ETF 921908844 1987 14075 SH SOLE None 0 0 14075 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 783 15627 SH SOLE None 0 0 15627 Vanguard Ftse Etf FTSE DEV MKT ETF 921943858 684 14497 SH SOLE None 0 0 14497 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 2026 34729 SH SOLE None 0 0 34729 Vanguard Total Intl Etf VG TL INTL STK F 921909768 870 14461 SH SOLE None 0 0 14461 Verizon Communications COM 92343V104 1784 30379 SH SOLE None 0 0 30379 Weyerhaeuser Co COM NEW 962166104 422 12603 SH SOLE None 0 0 12603