KILEY JUERGENS WEALTH MANAGEMENT, LLC Holdings

KILEY JUERGENS WEALTH MANAGEMENT, LLC is an investment fund managing more than 212.61M US dollars. The largest holdings include Microsoft, Apple and Costco Wholesale. In Q3 2022 the fund bought assets of total value of 10.38M US dollars and sold assets of total value of 8.83M US dollars.

$212.61M

portfolio value

-4.69%

quarter

-15.74%

1 year

+31.26%

3 years

KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2018	2935000	17980000
Q2 2018	24405000	5229000
Q3 2018	21812000	1669000
Q4 2018	-2054000	54493000
Q1 2019	6115000	2342000
Q2 2019	5698000	2327000
Q3 2019	2968000	424000
Q4 2019	19475000	2018000
Q1 2020	-4556000	10455000
Q2 2020	14809000	6648000
Q3 2020	22928000	6745000
Q4 2020	21472000	10016000
Q1 2021	20116000	1285000
Q2 2021	21104000	4541000
Q3 2021	12813000	2480000
Q4 2021	30283000	4090000
Q1 2022	1321000	15818000
Q2 2022	53770000	52290000
Q3 2022	10378000	8833000

KILEY JUERGENS WEALTH MANAGEMENT, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Software—Infrastructure Microsoft Corporation Portfolio share: 12.28% Portfolio value: 26.10M Avg. open price: $235.2 Current price: $250.69 P/L: +6.58% Bought +0.81% shares Q3 2022	share	12.28%	26.10M	$235.2	$250.69	+6.58%	Bought +0.81% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 11.62% Portfolio value: 24.69M Avg. open price: $137.9 Current price: $147.21 P/L: +6.74% Sold -0.91% shares Q3 2022	share	11.62%	24.69M	$137.9	$147.21	+6.74%	Sold -0.91% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 6.70% Portfolio value: 14.24M Avg. open price: $457.29 Current price: $488.04 P/L: +6.72% Bought +0.23% shares Q3 2022	share	6.70%	14.24M	$457.29	$488.04	+6.72%	Bought +0.23% shares Q3 2022
Berkshire Hathaway Cl B Portfolio share: 5.11% Portfolio value: 10.86M Avg. open price: N/A Current price: N/A P/L: N/A Bought +1.84% shares Q3 2022	share	5.11%	10.86M	N/A	N/A	N/A	Bought +1.84% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 4.74% Portfolio value: 10.07M Avg. open price: $258.73 Current price: $91.58 P/L: -64.60% Bought +2.85% shares Q3 2022	share	4.74%	10.07M	$258.73	$91.58	-64.60%	Bought +2.85% shares Q3 2022
Restaurants Starbucks Corporation Portfolio share: 4.68% Portfolio value: 9.94M Avg. open price: $76.89 Current price: $103.79 P/L: +34.99% Bought +4.20% shares Q3 2022	share	4.68%	9.94M	$76.89	$103.79	+34.99%	Bought +4.20% shares Q3 2022
iShares Morningstar Growth ETF Portfolio share: 3.96% Portfolio value: 8.42M Avg. open price: $53.3 Current price: $52.85 P/L: -0.84% Sold -1.26% shares Q3 2022	share	3.96%	8.42M	$53.3	$52.85	-0.84%	Sold -1.26% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 3.37% Portfolio value: 7.17M Avg. open price: $67.98 Current price: $77.83 P/L: +14.48% Bought +7.78% shares Q3 2022	share	3.37%	7.17M	$67.98	$77.83	+14.48%	Bought +7.78% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 3.26% Portfolio value: 6.93M Avg. open price: $1,082.57 Current price: $100.24 P/L: -90.74% N/A Q3 2022	share	3.26%	6.93M	$1,082.57	$100.24	-90.74%	N/A Q3 2022
Vanguard Short-Term Bond Index Fund Portfolio share: 3.06% Portfolio value: 6.50M Avg. open price: $81.7 Current price: $75.48 P/L: -7.62% Sold -8.30% shares Q3 2022	share	3.06%	6.50M	$81.7	$75.48	-7.62%	Sold -8.30% shares Q3 2022
Banks—Regional Heritage Financial Corporation Portfolio share: 2.54% Portfolio value: 5.40M Avg. open price: $21.1 Current price: $30.68 P/L: +45.38% Sold -2.98% shares Q3 2022	share	2.54%	5.40M	$21.1	$30.68	+45.38%	Sold -2.98% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 2.24% Portfolio value: 4.75M Avg. open price: $68.59 Current price: $184.17 P/L: +168.51% N/A Q3 2022	share	2.24%	4.75M	$68.59	$184.17	+168.51%	N/A Q3 2022
iShares Morningstar Value ETF Portfolio share: 2.13% Portfolio value: 4.53M Avg. open price: $63.25 Current price: $66.22 P/L: +4.70% Bought +0.34% shares Q3 2022	share	2.13%	4.53M	$63.25	$66.22	+4.70%	Bought +0.34% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 1.98% Portfolio value: 4.21M Avg. open price: $155.1 Current price: $178.5 P/L: +15.09% Bought +1.10% shares Q3 2022	share	1.98%	4.21M	$155.1	$178.5	+15.09%	Bought +1.10% shares Q3 2022
Farm & Heavy Construction Machinery Caterpillar Inc. Portfolio share: 1.53% Portfolio value: 3.26M Avg. open price: $166.59 Current price: $233.8 P/L: +40.35% Sold -0.91% shares Q3 2022	share	1.53%	3.26M	$166.59	$233.8	+40.35%	Sold -0.91% shares Q3 2022
Aerospace & Defense The Boeing Company Portfolio share: 1.35% Portfolio value: 2.86M Avg. open price: $226.1 Current price: $186.96 P/L: -17.31% Sold -3.62% shares Q3 2022	share	1.35%	2.86M	$226.1	$186.96	-17.31%	Sold -3.62% shares Q3 2022
SPDR Gold Shares Portfolio share: 1.29% Portfolio value: 2.74M Avg. open price: $154.63 Current price: $164.78 P/L: +6.56% Bought +14.04% shares Q3 2022	share	1.29%	2.74M	$154.63	$164.78	+6.56%	Bought +14.04% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 1.28% Portfolio value: 2.72M Avg. open price: $132.66 Current price: $144.11 P/L: +8.63% Bought +1.48% shares Q3 2022	share	1.28%	2.72M	$132.66	$144.11	+8.63%	Bought +1.48% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 1.27% Portfolio value: 2.70M Avg. open price: $54.55 Current price: $51.66 P/L: -5.29% Sold -9.95% shares Q3 2022	share	1.27%	2.70M	$54.55	$51.66	-5.29%	Sold -9.95% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 1.14% Portfolio value: 2.42M Avg. open price: $137.89 Current price: $149.47 P/L: +8.39% Bought +1.03% shares Q3 2022	share	1.14%	2.42M	$137.89	$149.47	+8.39%	Bought +1.03% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 1.12% Portfolio value: 2.38M Avg. open price: $97.27 Current price: $47.29 P/L: -51.38% Sold -9.32% shares Q3 2022	share	1.12%	2.38M	$97.27	$47.29	-51.38%	Sold -9.32% shares Q3 2022
Banks—Regional Timberland Bancorp, Inc. Portfolio share: 1.09% Portfolio value: 2.31M Avg. open price: $27.17 Current price: $34.8 P/L: +28.08% Bought +0.01% shares Q3 2022	share	1.09%	2.31M	$27.17	$34.8	+28.08%	Bought +0.01% shares Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 1.02% Portfolio value: 2.17M Avg. open price: $119.19 Current price: $124.21 P/L: +4.21% Bought +1.40% shares Q3 2022	share	1.02%	2.17M	$119.19	$124.21	+4.21%	Bought +1.40% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 1.01% Portfolio value: 2.15M Avg. open price: $121.5 Current price: $156.54 P/L: +28.83% Sold -1.62% shares Q3 2022	share	1.01%	2.15M	$121.5	$156.54	+28.83%	Sold -1.62% shares Q3 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 0.95% Portfolio value: 2.01M Avg. open price: $171.57 Current price: $183.1 P/L: +6.72% Sold -0.85% shares Q3 2022	share	0.95%	2.01M	$171.57	$183.1	+6.72%	Sold -0.85% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.94% Portfolio value: 2.00M Avg. open price: $156.07 Current price: $167.73 P/L: +7.47% Sold -0.12% shares Q3 2022	share	0.94%	2.00M	$156.07	$167.73	+7.47%	Sold -0.12% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.92% Portfolio value: 1.96M Avg. open price: $109.2 Current price: $177.95 P/L: +62.95% Bought +0.77% shares Q3 2022	share	0.92%	1.96M	$109.2	$177.95	+62.95%	Bought +0.77% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.87% Portfolio value: 1.84M Avg. open price: $98.88 Current price: $164.05 P/L: +65.91% Bought +0.07% shares Q3 2022	share	0.87%	1.84M	$98.88	$164.05	+65.91%	Bought +0.07% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.85% Portfolio value: 1.81M Avg. open price: $132.9 Current price: $97.27 P/L: -26.81% Sold -0.11% shares Q3 2022	share	0.85%	1.81M	$132.9	$97.27	-26.81%	Sold -0.11% shares Q3 2022
Farm & Heavy Construction Machinery PACCAR Inc Portfolio share: 0.76% Portfolio value: 1.60M Avg. open price: $76.77 Current price: $104.55 P/L: +36.18% Sold -0.57% shares Q3 2022	share	0.76%	1.60M	$76.77	$104.55	+36.18%	Sold -0.57% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.72% Portfolio value: 1.53M Avg. open price: $1,061.04 Current price: $100.59 P/L: -90.52% N/A Q3 2022	share	0.72%	1.53M	$1,061.04	$100.59	-90.52%	N/A Q3 2022
Food Distribution Sysco Corporation Portfolio share: 0.67% Portfolio value: 1.42M Avg. open price: $77.77 Current price: $85.28 P/L: +9.65% Sold -1.90% shares Q3 2022	share	0.67%	1.42M	$77.77	$85.28	+9.65%	Sold -1.90% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.65% Portfolio value: 1.38M Avg. open price: $106.02 Current price: $131.8 P/L: +24.32% Bought +8.28% shares Q3 2022	share	0.65%	1.38M	$106.02	$131.8	+24.32%	Bought +8.28% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.63% Portfolio value: 1.33M Avg. open price: $52.07 Current price: $37.16 P/L: -28.64% Sold -6.31% shares Q3 2022	share	0.63%	1.33M	$52.07	$37.16	-28.64%	Sold -6.31% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.59% Portfolio value: 1.26M Avg. open price: $42.93 Current price: $50.55 P/L: +17.75% Bought +9.79% shares Q3 2022	share	0.59%	1.26M	$42.93	$50.55	+17.75%	Bought +9.79% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.56% Portfolio value: 1.19M Avg. open price: $50.82 Current price: $29.25 P/L: -42.46% Bought +0.15% shares Q3 2022	share	0.56%	1.19M	$50.82	$29.25	-42.46%	Bought +0.15% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.56% Portfolio value: 1.19M Avg. open price: $75.38 Current price: $85.85 P/L: +13.88% Sold -0.78% shares Q3 2022	share	0.56%	1.19M	$75.38	$85.85	+13.88%	Sold -0.78% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.51% Portfolio value: 1.08M Avg. open price: $81.23 Current price: $109.88 P/L: +35.28% Bought +1.38% shares Q3 2022	share	0.51%	1.08M	$81.23	$109.88	+35.28%	Bought +1.38% shares Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.50% Portfolio value: 1.06M Avg. open price: $73.65 Current price: $80.37 P/L: +9.13% Bought +0.36% shares Q3 2022	share	0.50%	1.06M	$73.65	$80.37	+9.13%	Bought +0.36% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.50% Portfolio value: 1.06M Avg. open price: $70.12 Current price: $102.02 P/L: +45.50% Sold -0.18% shares Q3 2022	share	0.50%	1.06M	$70.12	$102.02	+45.50%	Sold -0.18% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.49% Portfolio value: 1.04M Avg. open price: $49.88 Current price: $49.52 P/L: -0.72% Bought +3.72% shares Q3 2022	share	0.49%	1.04M	$49.88	$49.52	-0.72%	Bought +3.72% shares Q3 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 0.47% Portfolio value: 994K Avg. open price: $115.31 Current price: $109.97 P/L: -4.63% Sold -0.23% shares Q3 2022	share	0.47%	994K	$115.31	$109.97	-4.63%	Sold -0.23% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.46% Portfolio value: 983K Avg. open price: $66.67 Current price: $107.66 P/L: +61.48% Sold -12.28% shares Q3 2022	share	0.46%	983K	$66.67	$107.66	+61.48%	Sold -12.28% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.45% Portfolio value: 963K Avg. open price: $32.12 Current price: $34.82 P/L: +8.38% Bought +7.59% shares Q3 2022	share	0.45%	963K	$32.12	$34.82	+8.38%	Bought +7.59% shares Q3 2022
Telecom Services Comcast Corporation Portfolio share: 0.43% Portfolio value: 907K Avg. open price: $41.93 Current price: $35.56 P/L: -15.20% Sold -4.79% shares Q3 2022	share	0.43%	907K	$41.93	$35.56	-15.20%	Sold -4.79% shares Q3 2022
iShares U.S. Technology ETF Portfolio share: 0.42% Portfolio value: 891K Avg. open price: N/A Current price: $80.46 P/L: N/A N/A Q2 2022	share	0.42%	891K	N/A	$80.46	N/A	N/A Q2 2022
Telecom Services AT&T Inc. Portfolio share: 0.40% Portfolio value: 848K Avg. open price: $26.64 Current price: $18.77 P/L: -29.56% Bought +9.34% shares Q3 2022	share	0.40%	848K	$26.64	$18.77	-29.56%	Bought +9.34% shares Q3 2022
Schwab U.S. Large-Cap Value ETF Portfolio share: 0.38% Portfolio value: 805K Avg. open price: $69.61 Current price: $68.24 P/L: -1.97% Bought +3.93% shares Q3 2022	share	0.38%	805K	$69.61	$68.24	-1.97%	Bought +3.93% shares Q3 2022
Oil & Gas E&P Devon Energy Corporation Portfolio share: 0.37% Portfolio value: 781K Avg. open price: $55.11 Current price: $67.41 P/L: +22.32% Bought +24.16% shares Q3 2022	share	0.37%	781K	$55.11	$67.41	+22.32%	Bought +24.16% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.36% Portfolio value: 761K Avg. open price: $93.29 Current price: $42.52 P/L: -54.42% Sold -14.14% shares Q3 2022	share	0.36%	761K	$93.29	$42.52	-54.42%	Sold -14.14% shares Q3 2022
Schwab International Equity ETF Portfolio share: 0.36% Portfolio value: 758K Avg. open price: $35.6 Current price: $33.49 P/L: -5.93% Sold -7.43% shares Q3 2022	share	0.36%	758K	$35.6	$33.49	-5.93%	Sold -7.43% shares Q3 2022
Capital Markets The Charles Schwab Corporation Portfolio share: 0.35% Portfolio value: 749K Avg. open price: $43.25 Current price: $81.39 P/L: +88.19% Sold -1.84% shares Q3 2022	share	0.35%	749K	$43.25	$81.39	+88.19%	Sold -1.84% shares Q3 2022
Packaged Foods The Kraft Heinz Company Portfolio share: 0.34% Portfolio value: 731K Avg. open price: $40.69 Current price: $39.57 P/L: -2.76% Sold -5.97% shares Q3 2022	share	0.34%	731K	$40.69	$39.57	-2.76%	Sold -5.97% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 0.34% Portfolio value: 718K Avg. open price: N/A Current price: $62.44 P/L: N/A N/A Q2 2022	share	0.34%	718K	N/A	$62.44	N/A	N/A Q2 2022
REIT—Specialty Weyerhaeuser Company Portfolio share: 0.32% Portfolio value: 687K Avg. open price: $30.44 Current price: $31.57 P/L: +3.73% Bought +6.17% shares Q3 2022	share	0.32%	687K	$30.44	$31.57	+3.73%	Bought +6.17% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.32% Portfolio value: 687K Avg. open price: $46.57 Current price: $40.38 P/L: -13.31% Sold -1.44% shares Q3 2022	share	0.32%	687K	$46.57	$40.38	-13.31%	Sold -1.44% shares Q3 2022
Banks—Diversified Citigroup Inc. Portfolio share: 0.32% Portfolio value: 683K Avg. open price: $51.48 Current price: $45.9 P/L: -10.84% Bought +8.58% shares Q3 2022	share	0.32%	683K	$51.48	$45.9	-10.84%	Bought +8.58% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.30% Portfolio value: 648K Avg. open price: $56.26 Current price: $63.47 P/L: +12.82% Bought +5.39% shares Q3 2022	share	0.30%	648K	$56.26	$63.47	+12.82%	Bought +5.39% shares Q3 2022
Vanguard Total Intl Stock Idx Fund Portfolio share: 0.29% Portfolio value: 613K Avg. open price: $51.8 Current price: $53.28 P/L: +2.86% Sold -1.82% shares Q3 2022	share	0.29%	613K	$51.8	$53.28	+2.86%	Sold -1.82% shares Q3 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.28% Portfolio value: 604K Avg. open price: $29.83 Current price: $24.75 P/L: -17.03% Bought +4.96% shares Q3 2022	share	0.28%	604K	$29.83	$24.75	-17.03%	Bought +4.96% shares Q3 2022
Schwab U.S. Large-Cap ETF Portfolio share: 0.25% Portfolio value: 525K Avg. open price: $61.14 Current price: $47.41 P/L: -22.46% Bought +0.23% shares Q3 2022	share	0.25%	525K	$61.14	$47.41	-22.46%	Bought +0.23% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.22% Portfolio value: 475K Avg. open price: $39.8 Current price: $43.26 P/L: +8.68% Sold -14.79% shares Q3 2022	share	0.22%	475K	$39.8	$43.26	+8.68%	Sold -14.79% shares Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 0.21% Portfolio value: 436K Avg. open price: $25.86 Current price: $35.17 P/L: +36.01% Bought +0.01% shares Q3 2022	share	0.21%	436K	$25.86	$35.17	+36.01%	Bought +0.01% shares Q3 2022
iShares Silver Trust Portfolio share: 0.18% Portfolio value: 386K Avg. open price: $17.1 Current price: $20.49 P/L: +19.83% Sold -3.10% shares Q3 2022	share	0.18%	386K	$17.1	$20.49	+19.83%	Sold -3.10% shares Q3 2022
Schwab Fundamental International Large Company Index ETF Portfolio share: 0.14% Portfolio value: 300K Avg. open price: $26.73 Current price: $29.97 P/L: +12.11% Sold -6.06% shares Q3 2022	share	0.14%	300K	$26.73	$29.97	+12.11%	Sold -6.06% shares Q3 2022
Banks—Regional Columbia Banking System, Inc. Portfolio share: 0.14% Portfolio value: 297K Avg. open price: $34 Current price: $31.93 P/L: -6.10% Sold -2.37% shares Q4 2021	share	0.14%	297K	$34	$31.93	-6.10%	Sold -2.37% shares Q4 2021
Railroads CSX Corporation Portfolio share: 0.14% Portfolio value: 293K Avg. open price: $22.67 Current price: $31.61 P/L: +39.40% Sold -5.17% shares Q3 2022	share	0.14%	293K	$22.67	$31.61	+39.40%	Sold -5.17% shares Q3 2022
Internet Content & Information Snap Inc. Portfolio share: 0.10% Portfolio value: 212K Avg. open price: $43.27 Current price: $10.25 P/L: -76.32% Bought +0.46% shares Q3 2022	share	0.10%	212K	$43.27	$10.25	-76.32%	Bought +0.46% shares Q3 2022
Software—Infrastructure Palantir Technologies Inc. Portfolio share: 0.10% Portfolio value: 209K Avg. open price: $20.98 Current price: $7.46 P/L: -64.46% Sold -10.68% shares Q3 2022	share	0.10%	209K	$20.98	$7.46	-64.46%	Sold -10.68% shares Q3 2022
Entertainment Warner Bros. Discovery, Inc. Portfolio share: 0.10% Portfolio value: 207K Avg. open price: N/A Current price: $11.42 P/L: N/A N/A Q2 2022	share	0.10%	207K	N/A	$11.42	N/A	N/A Q2 2022
Building Products & Equipment Johnson Controls International plc Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $30.85 Current price: $66.85 P/L: +116.69% Sold -100.00% shares Q3 2022	share	0.00%	0	$30.85	$66.85	+116.69%	Sold -100.00% shares Q3 2022
Schwab U.S. Aggregate Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $54.94 Current price: $46.39 P/L: -15.56% Sold -100.00% shares Q3 2022	share	0.00%	0	$54.94	$46.39	-15.56%	Sold -100.00% shares Q3 2022
Closed-End Fund - Foreign iShares MSCI Emerging Markets ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $45.59 Current price: $39.19 P/L: -14.04% Sold -100.00% shares Q3 2022	share	0.00%	0	$45.59	$39.19	-14.04%	Sold -100.00% shares Q3 2022
Oil & Gas Midstream Enterprise Products Partners L.P. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $24.63 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$24.63	N/A	Sold -100.00% shares Q3 2022
Credit Services PayPal Holdings, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $192.95 Current price: $74.39 P/L: -61.45% Sold -100.00% shares Q3 2022	share	0.00%	0	$192.95	$74.39	-61.45%	Sold -100.00% shares Q3 2022

Showing TOP 75 KILEY JUERGENS WEALTH MANAGEMENT's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of KILEY JUERGENS WEALTH MANAGEMENT, LLC?

The biggest position of the KILEY JUERGENS WEALTH MANAGEMENT, LLC is Microsoft Corporation (MSFT) with 12.28% portfolio share worth of 26.1M US dollars.

Top 5 KILEY JUERGENS WEALTH MANAGEMENT's holdings represent 40.44% of the portfolio:

Microsoft Corporation (MSFT) – 12.28%
Apple Inc. (AAPL) – 11.62%
Costco Wholesale Corporation (COST) – 6.7%
Berkshire Hathaway Cl B () – 5.11%
Amazon.com, Inc. (AMZN) – 4.74%

Who is the portfolio manager of KILEY JUERGENS WEALTH MANAGEMENT, LLC?

The portfolio manager of the KILEY JUERGENS WEALTH MANAGEMENT, LLC is .

What is the total asset value of the KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio?

KILEY JUERGENS WEALTH MANAGEMENT, LLC total asset value (portfolio value) is 212.61M US dollars.

Who is ?

is the portfolio manager of the KILEY JUERGENS WEALTH MANAGEMENT, LLC.

What is (KILEY JUERGENS WEALTH MANAGEMENT, LLC) fund performance?

KILEY JUERGENS WEALTH MANAGEMENT's quarterly performance is -4.69%, annualy -15.74%. In the past 3 years, the value of 's portfolio has increased by +31%.

What is the KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK?

KILEY JUERGENS WEALTH MANAGEMENT's Central Index Key is 0001723223 .