0001606587-22-000049.txt : 20220120 0001606587-22-000049.hdr.sgml : 20220120 20220120150638 ACCESSION NUMBER: 0001606587-22-000049 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220120 DATE AS OF CHANGE: 20220120 EFFECTIVENESS DATE: 20220120 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: 22542089 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 12-31-2021 12-31-2021 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 01-20-2022 0 71 263638 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Apple Inc COM 037833100 29785 167738 SH SOLE None 0 0 167738 Bank Of America Corp COM 060505104 1276 28688 SH SOLE None 0 0 28688 Berkshire Hathaway Cl B CL B NEW 084670702 11551 38632 SH SOLE None 0 0 38632 Boeing Co COM 097023105 3044 15122 SH SOLE None 0 0 15122 C S X Corp COM 126408103 466 12381 SH SOLE None 0 0 12381 C V S Caremark Corp COM 126650100 1132 10974 SH SOLE None 0 0 10974 Caterpillar Inc COM 149123101 4118 19917 SH SOLE None 0 0 19917 Columbia Banking Systems COM 197236102 337 10309 SH SOLE None 0 0 10309 Disney Walt Co COM 254687106 3038 19613 SH SOLE None 0 0 19613 Enterprise Prd Prtnrs Lp COM 293792107 279 12728 SH SOLE None 0 0 12728 Ford Motor Company New COM 345370860 255 12257 SH SOLE None 0 0 12257 Intel Corp COM 458140100 1736 33701 SH SOLE None 0 0 33701 Ishares 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New Cl A CL A 20030N101 1601 31808 SH SOLE None 0 0 31808 Costco Whsl Corp New COM 22160K105 16813 29617 SH SOLE None 0 0 29617 Heritage Financial Cp Wa COM 42722X106 5124 209671 SH SOLE None 0 0 209671 Ishares Silver TRUST ISHARES 46428Q109 465 21609 SH SOLE None 0 0 21609 Jpmorgan Chase & Co COM 46625H100 1644 10383 SH SOLE None 0 0 10383 Lyft Inc CL A COM 55087P104 488 11415 SH SOLE None 0 0 11415 Merck & Co Inc COM 58933Y105 889 11598 SH SOLE None 0 0 11598 Nextera Energy Inc COM 65339F101 1422 15230 SH SOLE None 0 0 15230 Nvidia Corp COM 67066G104 4874 16572 SH SOLE None 0 0 16572 Nuveen California Divide COM 67066Y105 443 28307 SH SOLE None 0 0 28307 Oracle Corporation COM 68389X105 1284 14725 SH SOLE None 0 0 14725 Palantir Technologies Inc CL A 69608A108 535 29365 SH SOLE None 0 0 29365 Paypal Holdings Inco COM 70450Y103 2103 11154 SH SOLE None 0 0 11154 Pimco Cal Muni Inc Fd II COM 72200M108 234 25000 SH SOLE None 0 0 25000 Spdr Gold TRUST GOLD SHS 78463V107 2783 16281 SH SOLE 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