0001606587-21-000819.txt : 20210722 0001606587-21-000819.hdr.sgml : 20210722 20210722112146 ACCESSION NUMBER: 0001606587-21-000819 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210722 DATE AS OF CHANGE: 20210722 EFFECTIVENESS DATE: 20210722 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: 211106635 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 06-30-2021 06-30-2021 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 07-22-2021 0 63 218186 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE A T & T Inc New COM 00206R102 1575 54741 SH SOLE None 0 0 1575 Apple Inc COM 037833100 22078 161205 SH SOLE None 0 0 22078 Bank Of America Corp COM 060505104 1357 32915 SH SOLE None 0 0 1357 Berkshire Hathaway Cl B CL B NEW 084670702 9814 35313 SH SOLE None 0 0 9814 Boeing Co COM 097023105 3406 14220 SH SOLE None 0 0 3406 C S X Corp COM 126408103 580 18096 SH SOLE None 0 0 580 C V S Caremark Corp COM 126650100 865 10368 SH SOLE None 0 0 865 Caterpillar Inc COM 149123101 3653 16789 SH SOLE None 0 0 3653 Cisco Systems Inc COM 17275R102 917 17320 SH SOLE None 0 0 917 Columbia Banking Systems COM 197236102 407 10559 SH SOLE None 0 0 407 Comcast Corp New Cl A CL A 20030N101 1761 30894 SH SOLE None 0 0 1761 Costco Whsl Corp New COM 22160K105 11753 29704 SH SOLE None 0 0 11753 Disney Walt Co COM 254687106 2975 16928 SH SOLE None 0 0 2975 General Electric Company COM 369604103 653 48575 SH SOLE None 0 0 653 Heritage Financial Cp Wa COM 42722X106 5101 203909 SH SOLE None 0 0 5101 Intel Corp COM 458140100 1928 34354 SH SOLE None 0 0 1928 Ishares Morningstar Fund MORNINGSTAR GRWT 464287119 12665 195578 SH SOLE None 0 0 12665 Ishares Morningstar Fund MORNINGSTAR VALU 464288109 3560 55144 SH SOLE None 0 0 3560 Ishares Msci Emrg Mkt Fd MSCI EMG MKT ETF 464287234 623 11313 SH SOLE None 0 0 623 Ishares S&P 500 Growth S&P 500 GRWT ETF 464287309 972 13376 SH SOLE None 0 0 972 Ishares Silver TRUST ISHARES 46428Q109 523 21609 SH SOLE None 0 0 523 Ishares TRUST Dow Jones U.S. TECH ETF 464287721 1306 13144 SH SOLE None 0 0 1306 Johnson & Johnson COM 478160104 3450 20942 SH SOLE None 0 0 3450 Kraft Heinz Company COM 500754106 968 23754 SH SOLE None 0 0 968 Merck & Co Inc COM 58933Y105 893 11488 SH SOLE None 0 0 893 Microsoft Corp COM 594918104 27369 101033 SH SOLE None 0 0 27369 Nextera Energy Inc COM 65339F101 1011 13810 SH SOLE None 0 0 1011 Nuveen California Divide COM 67066Y105 448 28307 SH SOLE None 0 0 448 Paccar Inc COM 693718108 1190 13343 SH SOLE None 0 0 1190 Palantir Technologies Inc CL A 69608A108 317 12040 SH SOLE None 0 0 317 Paypal Holdings Inco COM 70450Y103 3132 10747 SH SOLE None 0 0 3132 Pfizer Incorporated COM 717081103 763 19490 SH SOLE None 0 0 763 Pimco Cal Muni Inc Fd II COM 72200M108 240 25000 SH SOLE None 0 0 240 Powershares Qqq TRUST UNIT SER 1 46090E103 19840 55977 SH SOLE None 0 0 19840 Procter & Gamble COM 742718109 2158 15999 SH SOLE None 0 0 2158 Qualcomm Inc COM 747525103 2420 16934 SH SOLE None 0 0 2420 Sch Fnd Intl Lg Etf SCHWB FDT INT LG 808524755 479 14416 SH SOLE None 0 0 479 Sch US Div Equity Etf US DIVIDEND EQ 808524797 5398 71392 SH SOLE None 0 0 5398 Schwab Emerging Markets EMRG MKTEQ ETF 808524706 630 19180 SH SOLE None 0 0 630 Schwab International INTL EQTY ETF 808524805 1120 28394 SH SOLE None 0 0 1120 Schwab US Aggregate Bond US AGGREGATE B 808524839 1043 19116 SH SOLE None 0 0 1043 Schwab US Broad Market US BRD MKT ETF 808524102 4771 45765 SH SOLE None 0 0 4771 Schwab US Large Cap US LCAP VA ETF 808524409 687 10061 SH SOLE None 0 0 687 Schwab US Small Cap Etf US SML CAP ETF 808524607 1236 11872 SH SOLE None 0 0 1236 Sector Spdr Fincl Select FINANCIAL 81369Y605 573 15623 SH SOLE None 0 0 573 Slack Technologies Inc COM CL A 83088V102 899 20302 SH SOLE None 0 0 899 Snap Inc Cl A CL A 83304A106 1188 17449 SH SOLE None 0 0 1188 Spdr Gold TRUST GOLD SHS 78463V107 2544 15363 SH SOLE None 0 0 2544 Starbucks Corp COM 855244109 12694 113538 SH SOLE None 0 0 12694 Sysco Corporation COM 871829107 1650 21228 SH SOLE None 0 0 1650 The Charles Schwab Corp COM 808513105 816 11213 SH SOLE None 0 0 816 Timberland Bancorp COM 887098101 2295 81645 SH SOLE None 0 0 2295 Uber Technologies Inc COM 90353T100 962 19211 SH SOLE None 0 0 962 United Parcel Service B CL B 911312106 2578 12399 SH SOLE None 0 0 2578 Vanguard Bond Index Fund SHORT TRM BOND 921937827 10008 121818 SH SOLE None 0 0 10008 Vanguard Div Apprciation DIV APP ETF 921908844 2304 14885 SH SOLE None 0 0 2304 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 1647 30329 SH SOLE None 0 0 1647 Vanguard Ftse Etf FTSE DEV MKT ETF 921943858 748 14523 SH SOLE None 0 0 748 Vanguard Intl Eqty Index ALLWRLD EX US 922042775 3554 56077 SH SOLE None 0 0 3554 Vanguard Total Intl Etf VG TL INTL STK F 921909768 1006 15327 SH SOLE None 0 0 1006 Vanguard Value VALUE ETF 922908744 2134 15531 SH SOLE None 0 0 2134 Verizon Communications COM 92343V104 2002 35739 SH SOLE None 0 0 2002 Weyerhaeuser Co COM NEW 962166104 549 15952 SH SOLE None 0 0 549