Sponsored

The Analysis of KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, KILEY JUERGENS WEALTH MANAGEMENT, LLC holds 235 types of securities in its portfolio with a total value $566.7M. In the most recent quarter, they have increased their positions in GEV (+7.3K shares, valued at $6.3M), LLY (+5.9K shares, valued at $5.4M), META (+5.4K shares, valued at $3.1M); decreased their positions in N/A (-1.1K shares, valued at $506.5K), PG (-2.6K shares, valued at $376.4K), BSV (-4.4K shares, valued at $348.1K); initiated new positions in GEV (+7.3K shares, valued at $6.3M), LLY (+5.9K shares, valued at $5.4M), META (+5.4K shares, valued at $3.1M).

1M P&L

+20.5M+4.20%

3M P&L

+8.2M+1.64%

HY P&L

+26.2M+5.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A136.1M

29.6%

2Software - Infrastructure51.2M

11.1%

3Discount Stores36.7M

8.0%

Top Industries by Stock Count

1N/A80 stocks

37.6%

2Semiconductors8 stocks

3.8%

3Drug Manufacturers - General7 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP112.1K shares-0.68%2026-03-312026-04-28

AAPL APPLE INC142.8K shares-0.40%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION33.5K shares-0.29%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR51.6K shares-0.73%2026-03-312026-04-28

NVDA NVIDIA CORPORATION155.9K shares0.12%2026-03-312026-04-28

AMZN AMAZON COM INC96.5K shares1.04%2026-03-312026-04-28

ALPHABET INC ALPHABET INC67.0K shares-1.15%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL38.6K shares-2.67%2026-03-312026-04-28

Sponsored

SCHD SCHWAB STRATEGIC TR577.8K shares0.25%2026-03-312026-04-28

BROADCOM INC BROADCOM INC52.6K shares-1.07%2026-03-312026-04-28

ILCG ISHARES TR142.8K shares-0.78%2026-03-312026-04-28

CAT CATERPILLAR INC17.6K shares-0.86%2026-03-312026-04-28

SBUX STARBUCKS CORP114.7K shares-1.89%2026-03-312026-04-28

ILCV ISHARES TR87.6K shares-0.12%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F102.0K shares6.04%2026-03-312026-04-28

GLD SPDR GOLD TR17.2K shares1.41%2026-03-312026-04-28

Sponsored

GEV GE VERNOVA INC7.3K sharesnew addition2026-03-312026-04-28

TSLA TESLA INC15.2K shares1.66%2026-03-312026-04-28

LLY ELI LILLY & CO5.9K sharesnew addition2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.8K shares23.24%2026-03-312026-04-28

VTV VANGUARD INDEX FDS25.2K shares-5.58%2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS60.5K shares-6.84%2026-03-312026-04-28

TSBK TIMBERLAND BANCORP INC120.1K shares-0.11%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR186.3K shares0.77%2026-03-312026-04-28

Sponsored

ALPHABET INC ALPHABET INC16.0K shares-2.60%2026-03-312026-04-28

HFWA HERITAGE FINL CORP WASH175.1K shares-1.35%2026-03-312026-04-28

BA BOEING CO22.3K shares24.32%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO14.1K shares-1.53%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS19.2K shares-1.19%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON15.7K shares-0.86%2026-03-312026-04-28

MCD MCDONALDS CORP10.7K shares-0.28%2026-03-312026-04-28

VTI VANGUARD INDEX FDS10.4K shares-0.53%2026-03-312026-04-28

Sponsored

PCAR PACCAR INC28.0K shares-0.39%2026-03-312026-04-28

TLT ISHARES TR36.7K shares2.57%2026-03-312026-04-28

XOM EXXON MOBIL CORP18.5K shares-0.71%2026-03-312026-04-28

META META PLATFORMS INC5.4K sharesnew addition2026-03-312026-04-28

PG PROCTER & GAMBLE CO21.1K shares-11.01%2026-03-312026-04-28

WMT WALMART INC24.5K shares0.29%2026-03-312026-04-28

NFLX NETFLIX INC.30.6K shares1.03%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC8.1K sharesnew addition2026-03-312026-04-28

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.3K sharesnew addition2026-03-312026-04-28

CVX CHEVRON CORPORATION13.4K shares-0.39%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC18.9K shares-5.08%2026-03-312026-04-28

CRWD CROWDSTRIKE HLDGS INC6.9K sharesnew addition2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC37.5K shares1.43%2026-03-312026-04-28

V VISA INC8.1K sharesnew addition2026-03-312026-04-28

NET CLOUDFLARE INC10.8K sharesnew addition2026-03-312026-04-28

HD HOME DEPOT INC6.7K sharesnew addition2026-03-312026-04-28

Sponsored

WM WASTE MGMT INC DEL9.4K sharesnew addition2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR86.8K shares4.12%2026-03-312026-04-28

IWB ISHARES TR5.7K sharesnew addition2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR67.0K shares7.73%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K sharesnew addition2026-03-312026-04-28

IWM ISHARES TR7.6K sharesnew addition2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS29.3K shares7.59%2026-03-312026-04-28

VO VANGUARD INDEX FDS6.4K sharesnew addition2026-03-312026-04-28

Sponsored

CSCO CISCO SYS INC23.1K shares0.85%2026-03-312026-04-28

SCHZ SCHWAB STRATEGIC TR75.3K shares15.88%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP2.9K sharesnew addition2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR59.8K shares5.00%2026-03-312026-04-28

INTC INTEL CORP38.3K shares-2.59%2026-03-312026-04-28

VUG VANGUARD INDEX FDS3.8K sharesnew addition2026-03-312026-04-28

BA-PA BOEING CO25.0K shares2.04%2026-03-312026-04-28

BAC BANK AMERICA CORP32.7K shares-0.84%2026-03-312026-04-28

Sponsored

ABBV ABBVIE INC7.3K sharesnew addition2026-03-312026-04-28

UNP UNION PAC CORP6.3K sharesnew addition2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC12.7K shares0.07%2026-03-312026-04-28

URI UNITED RENTALS INC2.1K sharesnew addition2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE5.2K sharesnew addition2026-03-312026-04-28

SCHV SCHWAB STRATEGIC TR47.1K shares-0.95%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL2 sharesnew addition2026-03-312026-04-28

QCOM QUALCOMM INC10.9K shares-9.93%2026-03-312026-04-28

Sponsored

VHT VANGUARD WORLD FD5.1K sharesnew addition2026-03-312026-04-28

IYW ISHARES TR7.5K sharesnew addition2026-03-312026-04-28

DE DEERE & CO2.4K sharesnew addition2026-03-312026-04-28

SCHE SCHWAB STRATEGIC TR40.6K shares4.21%2026-03-312026-04-28

RTX RTX CORPORATION6.8K sharesnew addition2026-03-312026-04-28

AMAT APPLIED MATLS INC3.8K sharesnew addition2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8K sharesnew addition2026-03-312026-04-28

ORCL ORACLE CORP8.6K sharesnew addition2026-03-312026-04-28

Sponsored

AMGN AMGEN INC3.6K sharesnew addition2026-03-312026-04-28

HON HONEYWELL INTL INC5.5K sharesnew addition2026-03-312026-04-28

VB VANGUARD INDEX FDS4.7K sharesnew addition2026-03-312026-04-28

VGT VANGUARD WORLD FD1.8K sharesnew addition2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F22.8K shares-0.83%2026-03-312026-04-28

SLV ISHARES SILVER TR17.2K shares-7.19%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC5.7K sharesnew addition2026-03-312026-04-28

DHR DANAHER CORP DEL5.9K sharesnew addition2026-03-312026-04-28

Sponsored

COP CONOCOPHILLIPS8.0K sharesnew addition2026-03-312026-04-28

TMUS T-MOBILE US INC5.0K sharesnew addition2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.9K sharesnew addition2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR40.1K shares22.38%2026-03-312026-04-28

ED CONSOLIDATED EDISON INC8.5K sharesnew addition2026-03-312026-04-28

IEF ISHARES TR9.8K sharesnew addition2026-03-312026-04-28

IVW ISHARES TR8.2K sharesnew addition2026-03-312026-04-28

IVE ISHARES TR4.3K sharesnew addition2026-03-312026-04-28

Sponsored

VXUS VANGUARD STAR FDS11.6K shares1.35%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC17.8K shares-3.50%2026-03-312026-04-28

T AT&T INC30.6K shares-5.00%2026-03-312026-04-28

WFC WELLS FARGO & CO11.1K shares1.29%2026-03-312026-04-28

EFA ISHARES TR8.9K sharesnew addition2026-03-312026-04-28

CGBL CAPITAL GROUP CORE BALANCED24.9K shares6.69%2026-03-312026-04-28

XLF SELECT SECTOR SPDR TR17.3K shares0.60%2026-03-312026-04-28

NEE NEXTERA ENERGY INC9.1K sharesnew addition2026-03-312026-04-28

Sponsored

VYM VANGUARD WHITEHALL FDS5.6K sharesnew addition2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP3.8K sharesnew addition2026-03-312026-04-28

KO COCA COLA CO10.5K shares-0.84%2026-03-312026-04-28

NOC NORTHROP GRUMMAN CORP1.1K sharesnew addition2026-03-312026-04-28

MAR MARRIOTT INTL INC NEW2.4K sharesnew addition2026-03-312026-04-28

IWO ISHARES TR2.4K sharesnew addition2026-03-312026-04-28

XLY SELECT SECTOR SPDR TR6.8K sharesnew addition2026-03-312026-04-28

PEP PEPSICO INC4.7K sharesnew addition2026-03-312026-04-28

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.1K sharesnew addition2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR5.0K sharesnew addition2026-03-312026-04-28

LOW LOWES COS INC3.0K sharesnew addition2026-03-312026-04-28

NKE NIKE INC13.3K shares-3.47%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC4.4K sharesnew addition2026-03-312026-04-28

DIS DISNEY WALT CO7.2K sharesnew addition2026-03-312026-04-28

IVV ISHARES TR1.0K sharesnew addition2026-03-312026-04-28

MA MASTERCARD INCORPORATED1.3K sharesnew addition2026-03-312026-04-28

Sponsored

FNDF SCHWAB STRATEGIC TR13.3K shares-3.66%2026-03-312026-04-28

VOOG VANGUARD ADMIRAL FDS INC1.5K sharesnew addition2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC1.5K sharesnew addition2026-03-312026-04-28

PFE PFIZER INC22.1K shares-8.38%2026-03-312026-04-28

USFD US FOODS HLDG CORP6.5K sharesnew addition2026-03-312026-04-28

ITW ILLINOIS TOOL WKS INC2.3K sharesnew addition2026-03-312026-04-28

GLW CORNING INC4.4K sharesnew addition2026-03-312026-04-28

ABT ABBOTT LABORATORIES5.7K sharesnew addition2026-03-312026-04-28

Sponsored

MMC MARSH & MCLENNAN COS INC3.3K sharesnew addition2026-03-312026-04-28

MMM 3M CO3.8K sharesnew addition2026-03-312026-04-28

ITOT ISHARES TR3.9K sharesnew addition2026-03-312026-04-28

XLI SELECT SECTOR SPDR TR3.2K sharesnew addition2026-03-312026-04-28

OKE ONEOK INC NEW5.7K sharesnew addition2026-03-312026-04-28

FCX FREEPORT MCMORAN INC8.7K sharesnew addition2026-03-312026-04-28

EMR EMERSON ELEC CO3.9K sharesnew addition2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L13.4K shares-0.55%2026-03-312026-04-28

Sponsored

WY WEYERHAEUSER CO20.6K shares0.06%2026-03-312026-04-28

TXN TEXAS INSTRS INC2.5K sharesnew addition2026-03-312026-04-28

TJX TJX COS INC NEW3.1K sharesnew addition2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC3.6K sharesnew addition2026-03-312026-04-28

IBB ISHARES TR2.8K sharesnew addition2026-03-312026-04-28

IEFA ISHARES TR5.2K sharesnew addition2026-03-312026-04-28

ALL ALLSTATE CORP2.2K sharesnew addition2026-03-312026-04-28

PFF ISHARES TR15.1K shares0.00%2026-03-312026-04-28

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.9K sharesnew addition2026-03-312026-04-28

SCHW SCHWAB CHARLES CORP4.7K sharesnew addition2026-03-312026-04-28

VV VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-04-28

GPC GENUINE PARTS CO4.0K sharesnew addition2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC3.7K sharesnew addition2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR4.7K sharesnew addition2026-03-312026-04-28

CTVA CORTEVA INC4.9K sharesnew addition2026-03-312026-04-28

EEM ISHARES TR7.1K sharesnew addition2026-03-312026-04-28

Sponsored

UPS UNITED PARCEL SVCS INC4.0K sharesnew addition2026-03-312026-04-28

ASTRAZENECA PLC ASTRAZENECA PLC2.0K sharesnew addition2026-03-312026-04-28

SCHM SCHWAB STRATEGIC TR12.3K shares4.76%2026-03-312026-04-28

SYY SYSCO CORP5.3K sharesnew addition2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC438 sharesnew addition2026-03-312026-04-28

XBI SPDR SERIES TRUST2.9K sharesnew addition2026-03-312026-04-28

CRM SALESFORCE INC2.0K sharesnew addition2026-03-312026-04-28

ESGV VANGUARD WORLD FD3.2K sharesnew addition2026-03-312026-04-28

Sponsored

CTAS CINTAS CORP2.1K sharesnew addition2026-03-312026-04-28

PSA PUBLIC STORAGE OPER CO1.3K sharesnew addition2026-03-312026-04-28

JCI JOHNSON CONTROLS INTERNATION2.7K sharesnew addition2026-03-312026-04-28

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC4.7K sharesnew addition2026-03-312026-04-28

NUE NUCOR CORP2.1K sharesnew addition2026-03-312026-04-28

IYJ ISHARES TR2.4K sharesnew addition2026-03-312026-04-28

CSX CSX CORP8.5K shares-24.07%2026-03-312026-04-28

IWR ISHARES TR3.6K sharesnew addition2026-03-312026-04-28

Sponsored

PTLC PACER FDS TR6.5K sharesnew addition2026-03-312026-04-28

CMCSA COMCAST CORP NEW12.0K shares-5.48%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR5.5K sharesnew addition2026-03-312026-04-28

IXUS ISHARES TR3.9K sharesnew addition2026-03-312026-04-28

XLP SELECT SECTOR SPDR TR4.0K sharesnew addition2026-03-312026-04-28

IWY ISHARES TR1.3K sharesnew addition2026-03-312026-04-28

USB US BANCORP6.1K sharesnew addition2026-03-312026-04-28

KMI KINDER MORGAN INC DEL9.5K sharesnew addition2026-03-312026-04-28

Sponsored

BND VANGUARD BD INDEX FDS4.3K sharesnew addition2026-03-312026-04-28

AXP AMERICAN EXPRESS CO1.0K sharesnew addition2026-03-312026-04-28

ATO ATMOS ENERGY CORP1.7K sharesnew addition2026-03-312026-04-28

IGSB ISHARES TR5.9K sharesnew addition2026-03-312026-04-28

IWF ISHARES TR727 sharesnew addition2026-03-312026-04-28

IEMG ISHARES INC4.4K sharesnew addition2026-03-312026-04-28

MU MICRON TECHNOLOGY INC892 sharesnew addition2026-03-312026-04-28

PAYX PAYCHEX INC3.2K sharesnew addition2026-03-312026-04-28

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.5K sharesnew addition2026-03-312026-04-28

VNQ VANGUARD INDEX FDS3.3K sharesnew addition2026-03-312026-04-28

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.4K sharesnew addition2026-03-312026-04-28

AGG ISHARES TR2.9K sharesnew addition2026-03-312026-04-28

ATI ATI INC2.0K sharesnew addition2026-03-312026-04-28

COLB COLUMBIA BKG SYS INC10.6K shares-10.96%2026-03-312026-04-28

BANR BANNER CORP4.7K sharesnew addition2026-03-312026-04-28

SCHK SCHWAB STRATEGIC TR9.1K sharesnew addition2026-03-312026-04-28

Sponsored

HWM HOWMET AEROSPACE INC1.2K sharesnew addition2026-03-312026-04-28

SHW SHERWIN WILLIAMS CO873 sharesnew addition2026-03-312026-04-28

SNOW SNOWFLAKE INC1.9K sharesnew addition2026-03-312026-04-28

RSPT INVESCO EXCHANGE TRADED FD T6.0K sharesnew addition2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR2.0K sharesnew addition2026-03-312026-04-28

SU SUNCOR ENERGY INC NEW4.0K sharesnew addition2026-03-312026-04-28

TGT TARGET CORP2.2K sharesnew addition2026-03-312026-04-28

QDF FLEXSHARES TR3.3K sharesnew addition2026-03-312026-04-28

Sponsored

CORP PIMCO ETF TR2.7K sharesnew addition2026-03-312026-04-28

XYL XYLEM INC2.2K sharesnew addition2026-03-312026-04-28

GRMN GARMIN LTD1.1K sharesnew addition2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC935 sharesnew addition2026-03-312026-04-28

KMB KIMBERLY-CLARK CORP2.6K sharesnew addition2026-03-312026-04-28

MO ALTRIA GROUP INC3.8K sharesnew addition2026-03-312026-04-28

INTF ISHARES TR6.4K sharesnew addition2026-03-312026-04-28

CEG CONSTELLATION ENERGY CORP883 sharesnew addition2026-03-312026-04-28

Sponsored

UNILEVER PLC UNILEVER PLC4.3K sharesnew addition2026-03-312026-04-28

EFG ISHARES TR2.2K sharesnew addition2026-03-312026-04-28

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.3K sharesnew addition2026-03-312026-04-28

AMP AMERIPRISE FINL INC536 sharesnew addition2026-03-312026-04-28

SHOP SHOPIFY INC2.0K sharesnew addition2026-03-312026-04-28

BP BP PLC5.0K sharesnew addition2026-03-312026-04-28

ADI ANALOG DEVICES INC741 sharesnew addition2026-03-312026-04-28

GILD GILEAD SCIENCES INC1.7K sharesnew addition2026-03-312026-04-28

Sponsored

COF CAPITAL ONE FINL CORP1.3K sharesnew addition2026-03-312026-04-28

FDX FEDEX CORP654 sharesnew addition2026-03-312026-04-28

SOXX ISHARES TR692 sharesnew addition2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC454 sharesnew addition2026-03-312026-04-28

NEM NEWMONT CORP2.1K sharesnew addition2026-03-312026-04-28

AVA AVISTA CORP5.6K sharesnew addition2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO3.6K sharesnew addition2026-03-312026-04-28

CCJ CAMECO CORP2.0K sharesnew addition2026-03-312026-04-28

Sponsored

TOTALENERGIES SE TOTALENERGIES SE2.4K sharesnew addition2026-03-312026-04-28

TD TORONTO DOMINION BK ONT2.3K sharesnew addition2026-03-312026-04-28

GEHC GE HEALTHCARE TECHNOLOGIES I3.0K sharesnew addition2026-03-312026-04-28

KR KROGER CO2.9K sharesnew addition2026-03-312026-04-28

IJR ISHARES TR1.7K sharesnew addition2026-03-312026-04-28

DIA STATE STR SPDR DOW JONES IND440 sharesnew addition2026-03-312026-04-28

SO SOUTHERN CO2.1K sharesnew addition2026-03-312026-04-28

KVUE KENVUE INC11.0K shares-8.54%2026-03-312026-04-28

Sponsored

F FORD MTR CO13.4K shares-12.92%2026-03-312026-04-28

GNW GENWORTH FINL INC10.2K sharesnew addition2026-03-312026-04-28

GAB GABELLI EQUITY TR INC13.0K sharesnew addition2026-03-312026-04-28

MSFT

MICROSOFT CORP

-0.68%

Shares112.1K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-0.40%

Shares142.8K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

-0.29%

Shares33.5K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-0.73%

Shares51.6K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.12%

Shares155.9K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

1.04%

Shares96.5K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-1.15%

Shares67.0K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-2.67%

Shares38.6K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

0.25%

Shares577.8K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

-1.07%

Shares52.6K

Event2026-03-31

Filed2026-04-28

ILCG

ISHARES TR

-0.78%

Shares142.8K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-0.86%

Shares17.6K

Event2026-03-31

Filed2026-04-28

SBUX

STARBUCKS CORP

-1.89%

Shares114.7K

Event2026-03-31

Filed2026-04-28

ILCV

ISHARES TR

-0.12%

Shares87.6K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD INTL EQUITY INDEX F

6.04%

Shares102.0K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

1.41%

Shares17.2K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC

New

Shares7.3K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

1.66%

Shares15.2K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

New

Shares5.9K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

23.24%

Shares27.8K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

-5.58%

Shares25.2K

Event2026-03-31

Filed2026-04-28

BSV

VANGUARD BD INDEX FDS

-6.84%

Shares60.5K

Event2026-03-31

Filed2026-04-28

TSBK

TIMBERLAND BANCORP INC

-0.11%

Shares120.1K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

0.77%

Shares186.3K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-2.60%

Shares16.0K

Event2026-03-31

Filed2026-04-28

HFWA

HERITAGE FINL CORP WASH

-1.35%

Shares175.1K

Event2026-03-31

Filed2026-04-28

BOEING CO

24.32%

Shares22.3K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-1.53%

Shares14.1K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

-1.19%

Shares19.2K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-0.86%

Shares15.7K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

-0.28%

Shares10.7K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-0.53%

Shares10.4K

Event2026-03-31

Filed2026-04-28

PCAR

PACCAR INC

-0.39%

Shares28.0K

Event2026-03-31

Filed2026-04-28

TLT

ISHARES TR

2.57%

Shares36.7K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-0.71%

Shares18.5K

Event2026-03-31

Filed2026-04-28