0001606587-21-000468.txt : 20210429 0001606587-21-000468.hdr.sgml : 20210429 20210429091835 ACCESSION NUMBER: 0001606587-21-000468 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210429 DATE AS OF CHANGE: 20210429 EFFECTIVENESS DATE: 20210429 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: 21867466 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 03-31-2021 03-31-2021 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 04-27-2021 0 58 191494 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE A T & T Inc New COM 00206R102 1338 44220 SH SOLE None 0 0 44220 Apple Inc COM 037833100 19203 157214 SH SOLE None 0 0 157214 Bank Of America Corp COM 060505104 1289 33335 SH SOLE None 0 0 33335 Berkshire Hathaway Cl B CL B NEW 084670702 9051 35432 SH SOLE None 0 0 35432 Boeing Co COM 097023105 3614 14190 SH SOLE None 0 0 14190 Caterpillar Inc COM 149123101 3892 16786 SH SOLE None 0 0 16786 Cisco Systems Inc COM 17275R102 827 16008 SH SOLE None 0 0 16008 Columbia Banking Systems COM 197236102 454 10559 SH SOLE None 0 0 10559 Comcast Corp New Cl A CL A 20030N101 1822 33680 SH SOLE None 0 0 33680 Costco Whsl Corp New COM 22160K105 10523 29856 SH SOLE None 0 0 29856 Disney Walt Co COM 254687106 3040 16478 SH SOLE None 0 0 16478 General Electric Company COM 369604103 532 40575 SH SOLE None 0 0 40575 Heritage Financial Cp Wa COM 42722X106 5405 191414 SH SOLE None 0 0 191414 Intel Corp COM 458140100 1819 28435 SH SOLE None 0 0 28435 Ishares Morningstar Fund MORNINGSTAR GRWT 464287119 11568 40104 SH SOLE None 0 0 40104 Ishares Morningstar Fund MORNINGSTAR VALU 464288109 2564 20877 SH SOLE None 0 0 20877 Ishares Msci Emrg Mkt Fd MSCI EMG MKT ETF 464287234 534 10011 SH SOLE None 0 0 10011 Ishares S&P 500 Growth S&P 500 GRWT ETF 464287309 870 13376 SH SOLE None 0 0 13376 Ishares Silver TRUST ISHARES 46428Q109 490 21609 SH SOLE None 0 0 21609 Ishares TRUST Dow Jones U.S. TECH ETF 464287721 1152 13144 SH SOLE None 0 0 13144 Johnson & Johnson COM 478160104 3314 20167 SH SOLE None 0 0 20167 Kraft Heinz Company COM 500754106 961 24042 SH SOLE None 0 0 24042 Microsoft Corp COM 594918104 21968 93178 SH SOLE None 0 0 93178 Nextera Energy Inc COM 65339F101 861 11391 SH SOLE None 0 0 11391 Nuveen California Divide COM 67066Y105 420 28307 SH SOLE None 0 0 28307 Paccar Inc COM 693718108 1109 11940 SH SOLE None 0 0 11940 Paypal Holdings Inco COM 70450Y103 2586 10651 SH SOLE None 0 0 10651 Pfizer Incorporated COM 717081103 629 17380 SH SOLE None 0 0 17380 Pimco Cal Muni Inc Fd II COM 72200M108 226 25000 SH SOLE None 0 0 25000 Powershares Qqq TRUST UNIT SER 1 46090E103 18042 56535 SH SOLE None 0 0 56535 Procter & Gamble COM 742718109 1887 13935 SH SOLE None 0 0 13935 Qualcomm Inc COM 747525103 2206 16638 SH SOLE None 0 0 16638 Sch Fnd Intl Lg Etf SCHWB FDT INT LG 808524755 478 14916 SH SOLE None 0 0 14916 Sch US Div Equity Etf US DIVIDEND EQ 808524797 4498 61695 SH SOLE None 0 0 61695 Schwab Emerging Markets EMRG MKTEQ ETF 808524706 452 14241 SH SOLE None 0 0 14241 Schwab International INTL EQTY ETF 808524805 929 24706 SH SOLE None 0 0 24706 Schwab US Aggregate Bond US AGGREGATE B 808524839 1047 19413 SH SOLE None 0 0 19413 Schwab US Broad Market US BRD MKT ETF 808524102 3853 39845 SH SOLE None 0 0 39845 Schwab US Large Cap US LCAP VA ETF 808524409 669 10250 SH SOLE None 0 0 10250 Schwab US Small Cap Etf US SML CAP ETF 808524607 1195 11994 SH SOLE None 0 0 11994 Sector Spdr Fincl Select SBI INT-FINL 81369Y605 531 15618 SH SOLE None 0 0 15618 Slack Technologies Inc COM CL A 83088V102 845 20802 SH SOLE None 0 0 20802 Snap Inc Cl A CL A 83304A106 925 17704 SH SOLE None 0 0 17704 Spdr Gold TRUST GOLD SHS 78463V107 2263 14150 SH SOLE None 0 0 14150 Starbucks Corp COM 855244109 12299 112562 SH SOLE None 0 0 112562 Sysco Corp COM 871829107 1513 19219 SH SOLE None 0 0 19219 The Charles Schwab Corp COM 808513105 756 11610 SH SOLE None 0 0 11610 Timberland Bancorp COM 887098101 2272 81700 SH SOLE None 0 0 81700 United Parcel Service B CL B 911312106 1897 11163 SH SOLE None 0 0 11163 Vanguard Bond Index Fund SHORT TRM BOND 921937827 8546 103984 SH SOLE None 0 0 103984 Vanguard Div Apprciation DIV APP ETF 921908844 2189 14884 SH SOLE None 0 0 14884 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 1531 29415 SH SOLE None 0 0 29415 Vanguard Ftse Etf FTSE DEV MKT ETF 921943858 761 15500 SH SOLE None 0 0 15500 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 3028 49912 SH SOLE None 0 0 49912 Vanguard Total Intl Etf VG TL INTL STK F 921909768 882 14077 SH SOLE None 0 0 14077 Vanguard Value VALUE ETF 922908744 1343 10221 SH SOLE None 0 0 10221 Verizon Communications COM 92343V104 2065 35525 SH SOLE None 0 0 35525 Weyerhaeuser Co COM NEW 962166104 531 14925 SH SOLE None 0 0 14925