KILEY JUERGENS WEALTH MANAGEMENT, LLC
236 holdingsFiling period: 2026-03-31Current AUM: $646.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 112.1K | $41.5M | $52.1M | 8.06% | -772 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 142.8K | $36.2M | $44.1M | 6.82% | -568 | 2026-03-31 |
| 3 | COST | COSTCO WHOLESALE CORPORATION | 33.5K | $33.4M | $31.9M | 4.94% | -97 | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 51.6K | $29.8M | $35.5M | 5.49% | -380 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 155.9K | $27.2M | $31.3M | 4.84% | +180 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 96.5K | $20.1M | $26.2M | 4.05% | +990 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 67.0K | $19.3M | $23.9M | 3.69% | -777 | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 38.6K | $18.5M | $18.5M | 2.86% | -1,057 | 2026-03-31 |
| 9 | SCHD | SCHWAB STRATEGIC TR | 577.8K | $17.7M | $19.3M | 2.99% | +1.5K | 2026-03-31 |
| 10 | AVGO | BROADCOM INC | 52.6K | $16.3M | $20.5M | 3.17% | -569 | 2026-03-31 |
| 11 | ILCG | ISHARES TR | 142.8K | $13.6M | $16.0M | 2.47% | -1,123 | 2026-03-31 |
| 12 | CAT | CATERPILLAR INC | 17.6K | $12.5M | $14.4M | 2.22% | -153 | 2026-03-31 |
| 13 | SBUX | STARBUCKS CORP | 114.7K | $10.3M | $12.1M | 1.87% | -2,204 | 2026-03-31 |
| 14 | ILCV | ISHARES TR | 87.6K | $8.2M | $9.2M | 1.43% | -102 | 2026-03-31 |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | 102.0K | $7.7M | $8.4M | 1.31% | +5.8K | 2026-03-31 |
| 16 | GLD | SPDR GOLD TR | 17.2K | $7.4M | $6.4M | 0.99% | +240 | 2026-03-31 |
| 17 | GEV | GE VERNOVA INC | 7.3K | $6.3M | $7.2M | 1.11% | -- | 2026-03-31 |
| 18 | TSLA | TESLA INC | 15.2K | $5.7M | $4.7M | 0.73% | +249 | 2026-03-31 |
| 19 | LLY | ELI LILLY & CO | 5.9K | $5.4M | $6.7M | 1.04% | -- | 2026-03-31 |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | 27.8K | $5.3M | $6.0M | 0.93% | +5.2K | 2026-03-31 |
| 21 | VTV | VANGUARD INDEX FDS | 25.2K | $4.9M | $5.5M | 0.86% | -1,488 | 2026-03-31 |
| 22 | BSV | VANGUARD BD INDEX FDS | 60.5K | $4.7M | $4.7M | 0.73% | -4,439 | 2026-03-31 |
| 23 | TSBK | TIMBERLAND BANCORP INC | 120.1K | $4.7M | $5.4M | 0.83% | -136 | 2026-03-31 |
| 24 | SCHB | SCHWAB STRATEGIC TR | 186.3K | $4.7M | $5.4M | 0.83% | +1.4K | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 16.0K | $4.6M | $5.7M | 0.88% | -426 | 2026-03-31 |
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