The Analysis of KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holdings
Currently, KILEY JUERGENS WEALTH MANAGEMENT, LLC holds 77 types of securities in its portfolio with a total value $454.2M. In the most recent quarter, they have increased their positions in RSP (+13.1K shares, valued at $2.5M), BA-PA (+19.9K shares, valued at $1.4M), VEU (+5.1K shares, valued at $363.1K); decreased their positions in AAPL (-11.5K shares, valued at $2.9M), GOOG (-7.2K shares, valued at $1.8M), HFWA (-55.4K shares, valued at $1.3M); initiated new positions in RSP (+13.1K shares, valued at $2.5M), BA-PA (+19.9K shares, valued at $1.4M), PFF (+10.1K shares, valued at $320.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP113.1K shares-0.54%2025-09-302025-10-22
AAPL APPLE INC146.4K shares-7.27%2025-09-302025-10-22
NVDA NVIDIA CORPORATION170.0K shares-1.49%2025-09-302025-10-22
QQQ INVESCO QQQ TR51.7K shares-1.58%2025-09-302025-10-22
COST COSTCO WHSL CORP NEW33.4K shares-0.83%2025-09-302025-10-22
AMZN AMAZON COM INC94.0K shares-0.02%2025-09-302025-10-22
BRK.B BERKSHIRE HATHAWAY INC DEL39.7K shares-0.88%2025-09-302025-10-22
AVGO BROADCOM INC55.2K shares-2.30%2025-09-302025-10-22
GOOGL ALPHABET INC68.4K shares-0.80%2025-09-302025-10-22
ILCG ISHARES TR147.0K shares-0.73%2025-09-302025-10-22
SCHD SCHWAB STRATEGIC TR555.8K shares-0.80%2025-09-302025-10-22
SBUX STARBUCKS CORP118.9K shares-0.46%2025-09-302025-10-22
CAT CATERPILLAR INC17.9K shares-1.69%2025-09-302025-10-22
ILCV ISHARES TR88.0K shares-1.35%2025-09-302025-10-22
TSLA TESLA INC15.0K shares-4.85%2025-09-302025-10-22
VEU VANGUARD INTL EQUITY INDEX F88.3K shares6.12%2025-09-302025-10-22
GLD SPDR GOLD TR17.0K shares1.91%2025-09-302025-10-22
BSV VANGUARD BD INDEX FDS67.0K shares-2.65%2025-09-302025-10-22
VTV VANGUARD INDEX FDS27.0K shares-1.18%2025-09-302025-10-22
SCHB SCHWAB STRATEGIC TR176.6K shares-1.24%2025-09-302025-10-22
JPM JPMORGAN CHASE & CO.14.2K shares-1.95%2025-09-302025-10-22
HFWA HERITAGE FINL CORP WASH177.4K shares-23.81%2025-09-302025-10-22
VIG VANGUARD SPECIALIZED FUNDS19.4K shares-0.19%2025-09-302025-10-22
GOOG ALPHABET INC16.5K shares-30.45%2025-09-302025-10-22
TSBK TIMBERLAND BANCORP INC120.7K shares-0.05%2025-09-302025-10-22
PLTR PALANTIR TECHNOLOGIES INC20.2K shares-2.88%2025-09-302025-10-22
UBER UBER TECHNOLOGIES INC36.7K shares1.10%2025-09-302025-10-22
VTI VANGUARD INDEX FDS10.7K shares-11.85%2025-09-302025-10-22
BA BOEING CO15.7K shares4.77%2025-09-302025-10-22
TLT ISHARES TR37.0K shares0.95%2025-09-302025-10-22
MCD MCDONALDS CORP10.6K shares-1.24%2025-09-302025-10-22
PG PROCTER AND GAMBLE CO20.6K shares-6.39%2025-09-302025-10-22
ORCL ORACLE CORP11.1K shares-1.36%2025-09-302025-10-22
JNJ JOHNSON & JOHNSON16.1K shares-10.61%2025-09-302025-10-22
PCAR PACCAR INC28.3K shares-2.08%2025-09-302025-10-22
WMT WALMART INC24.5K shares-1.52%2025-09-302025-10-22
RSP INVESCO EXCHANGE TRADED FD T13.1K sharesnew addition2025-09-302025-10-22
XOM EXXON MOBIL CORP19.0K shares-34.88%2025-09-302025-10-22
CVX CHEVRON CORP NEW13.7K shares-2.90%2025-09-302025-10-22
QCOM QUALCOMM INC12.2K shares-0.03%2025-09-302025-10-22
SCHF SCHWAB STRATEGIC TR75.9K shares-0.23%2025-09-302025-10-22
BAC BANK AMERICA CORP33.8K shares-10.05%2025-09-302025-10-22
SCHG SCHWAB STRATEGIC TR52.4K shares5.28%2025-09-302025-10-22
VEA VANGUARD TAX-MANAGED FDS27.7K shares8.38%2025-09-302025-10-22
CSCO CISCO SYS INC23.7K shares-1.95%2025-09-302025-10-22
SCHA SCHWAB STRATEGIC TR53.9K shares1.38%2025-09-302025-10-22
SCHZ SCHWAB STRATEGIC TR59.3K shares7.64%2025-09-302025-10-22
BA-PA BOEING CO19.9K sharesnew addition2025-09-302025-10-22
INTC INTEL CORP40.8K shares-0.48%2025-09-302025-10-22
SCHE SCHWAB STRATEGIC TR39.0K shares3.25%2025-09-302025-10-22
SCHV SCHWAB STRATEGIC TR43.9K shares-3.66%2025-09-302025-10-22
VWO VANGUARD INTL EQUITY INDEX F23.1K shares-2.37%2025-09-302025-10-22
IEF ISHARES TR11.3K shares-16.48%2025-09-302025-10-22
MRK MERCK & CO INC12.8K shares-12.19%2025-09-302025-10-22
NKE NIKE INC13.9K shares2.37%2025-09-302025-10-22
T AT&T INC33.1K shares2.31%2025-09-302025-10-22
XLF SELECT SECTOR SPDR TR17.1K shares1.94%2025-09-302025-10-22
WFC WELLS FARGO CO NEW11.0K shares-3.03%2025-09-302025-10-22
SCHX SCHWAB STRATEGIC TR32.7K shares-1.19%2025-09-302025-10-22
VXUS VANGUARD STAR FDS11.5K shares-31.14%2025-09-302025-10-22
SLV ISHARES SILVER TR19.5K shares0.14%2025-09-302025-10-22
VZ VERIZON COMMUNICATIONS INC18.2K shares-38.45%2025-09-302025-10-22
KO COCA COLA CO11.1K shares-2.19%2025-09-302025-10-22
CGBL CAPITAL GROUP CORE BALANCED18.1K shares19.99%2025-09-302025-10-22
FNDF SCHWAB STRATEGIC TR13.8K shares16.03%2025-09-302025-10-22
WY WEYERHAEUSER CO MTN BE20.1K shares-1.13%2025-09-302025-10-22
CMCSA COMCAST CORP NEW14.0K shares-4.45%2025-09-302025-10-22
EPD ENTERPRISE PRODS PARTNERS L13.5K shares-0.62%2025-09-302025-10-22
PFE PFIZER INC15.6K shares-5.61%2025-09-302025-10-22
CSX CSX CORP11.0K shares2.08%2025-09-302025-10-22
SCHM SCHWAB STRATEGIC TR11.4K shares-4.90%2025-09-302025-10-22
PFF ISHARES TR10.1K sharesnew addition2025-09-302025-10-22
MSTY TIDAL TRUST II22.2K shares105.66%2025-09-302025-10-22
KMI KINDER MORGAN INC DEL10.6K shares0.02%2025-09-302025-10-22
COLB COLUMBIA BKG SYS INC10.9K shares-0.06%2025-09-302025-10-22
KVUE KENVUE INC16.3K shares-35.39%2025-09-302025-10-22
F FORD MTR CO20.1K shares-25.94%2025-09-302025-10-22
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available