KILEY JUERGENS WEALTH MANAGEMENT, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in KILEY JUERGENS WEALTH MANAGEMENT, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | MSFT | MICROSOFT CORP | 7.32% | 41.506 M $ | 112126 | 2017/12/31 | -12.808 M $ | -23.46 % |
| 2026/03/31 | AAPL | APPLE INC | 6.39% | 36.242 M $ | 142802 | 2017/12/31 | -2.591 M $ | -6.65 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 5.90% | 33.430 M $ | 33549 | 2017/12/31 | 4.512 M $ | 15.55 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 5.25% | 29.773 M $ | 51584 | 2022/12/31 | -1.929 M $ | -6.04 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 4.80% | 27.181 M $ | 155856 | 2021/09/30 | -1.884 M $ | -6.49 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 3.55% | 20.094 M $ | 96481 | 2022/06/30 | -2.153 M $ | -9.77 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 3.40% | 19.271 M $ | 67016 | 2022/09/30 | -1.725 M $ | -8.13 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.26% | 18.496 M $ | 38597 | 2017/12/31 | -929.886 K $ | -4.67 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 3.13% | 17.726 M $ | 577786 | 2019/06/30 | 1.873 M $ | 11.85 % |
| 2026/03/31 | AVGO | BROADCOM INC | 2.87% | 16.271 M $ | 52570 | 2024/09/30 | -1.944 M $ | -10.57 % |
| 2026/03/31 | ILCG | ISHARES TR | 2.41% | 13.631 M $ | 142759 | 2017/12/31 | -1.232 M $ | -8.23 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 2.20% | 12.480 M $ | 17616 | 2017/12/31 | 2.409 M $ | 23.67 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 1.81% | 10.274 M $ | 114676 | 2017/12/31 | 628.814 K $ | 6.39 % |
| 2026/03/31 | ILCV | ISHARES TR | 1.44% | 8.158 M $ | 87592 | 2017/12/31 | -106.986 K $ | -1.29 % |
| 2026/03/31 | VEU | VANGUARD INTL EQUITY INDEX F | 1.35% | 7.657 M $ | 101964 | 2019/06/30 | 148.080 K $ | 2.09 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 1.31% | 7.404 M $ | 17207 | 2017/12/31 | 576.538 K $ | 8.57 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 1.12% | 6.340 M $ | 7263 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TSLA | TESLA INC | 1.00% | 5.664 M $ | 15237 | 2022/09/30 | -1.169 M $ | -17.34 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.95% | 5.382 M $ | 5851 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.94% | 5.339 M $ | 27820 | 2025/09/30 | 8.126 K $ | 0.19 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.87% | 4.943 M $ | 25194 | 2021/03/31 | 139.013 K $ | 2.73 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 0.84% | 4.744 M $ | 60505 | 2020/06/30 | -25.977 K $ | -0.51 % |
| 2026/03/31 | TSBK | TIMBERLAND BANCORP INC | 0.84% | 4.734 M $ | 120067 | 2017/12/31 | 436.336 K $ | 10.14 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 0.82% | 4.675 M $ | 186262 | 2020/12/31 | -208.864 K $ | -4.31 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.81% | 4.580 M $ | 15967 | 2022/09/30 | -441.627 K $ | -8.59 % |
| 2026/03/31 | HFWA | HERITAGE FINL CORP WASH | 0.80% | 4.551 M $ | 175051 | 2017/12/31 | 417.000 K $ | 9.94 % |
| 2026/03/31 | BA | BOEING CO | 0.78% | 4.435 M $ | 22285 | 2019/12/31 | -324.281 K $ | -8.33 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.73% | 4.140 M $ | 14074 | 2021/12/31 | -401.033 K $ | -8.71 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.73% | 4.125 M $ | 19183 | 2020/06/30 | -91.638 K $ | -2.15 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.68% | 3.826 M $ | 15654 | 2017/12/31 | 591.967 K $ | 18.12 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.59% | 3.337 M $ | 10738 | 2023/03/31 | 55.562 K $ | 1.69 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.59% | 3.333 M $ | 10389 | 2024/06/30 | -151.020 K $ | -4.31 % |
| 2026/03/31 | PCAR | PACCAR INC | 0.57% | 3.237 M $ | 28022 | 2017/12/31 | 168.516 K $ | 5.47 % |
| 2026/03/31 | TLT | ISHARES TR | 0.56% | 3.181 M $ | 36693 | 2024/06/30 | -16.813 K $ | -0.54 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.55% | 3.136 M $ | 18483 | 2022/06/30 | 918.091 K $ | 40.98 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.55% | 3.111 M $ | 5438 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.54% | 3.042 M $ | 21058 | 2017/12/31 | 26.740 K $ | 0.79 % |
| 2026/03/31 | WMT | WALMART INC | 0.54% | 3.039 M $ | 24451 | 2024/03/31 | 313.783 K $ | 11.55 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.52% | 2.940 M $ | 30575 | 2025/12/31 | 72.326 K $ | 2.55 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.51% | 2.892 M $ | 8086 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.49% | 2.775 M $ | 4267 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.49% | 2.775 M $ | 13411 | 2022/06/30 | 733.598 K $ | 35.75 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.49% | 2.768 M $ | 18922 | 2021/06/30 | -627.322 K $ | -17.70 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.48% | 2.708 M $ | 6936 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 0.48% | 2.701 M $ | 37549 | 2024/09/30 | -362.045 K $ | -11.97 % |
| 2026/03/31 | V | VISA INC | 0.43% | 2.455 M $ | 8122 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NET | CLOUDFLARE INC | 0.39% | 2.225 M $ | 10785 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.39% | 2.204 M $ | 6700 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 0.38% | 2.151 M $ | 9360 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 0.38% | 2.147 M $ | 86756 | 2020/06/30 | 59.162 K $ | 2.95 % |
| 2026/03/31 | IWB | ISHARES TR | 0.36% | 2.036 M $ | 5709 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.34% | 1.951 M $ | 66962 | 2022/12/31 | -216.934 K $ | -10.70 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.34% | 1.941 M $ | 3249 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IWM | ISHARES TR | 0.33% | 1.891 M $ | 7626 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.33% | 1.879 M $ | 29328 | 2017/12/31 | 43.886 K $ | 2.58 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.32% | 1.834 M $ | 6387 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.32% | 1.794 M $ | 23116 | 2017/12/31 | 12.836 K $ | 0.73 % |
| 2026/03/31 | SCHZ | SCHWAB STRATEGIC TR | 0.31% | 1.749 M $ | 75309 | 2024/03/31 | -9.748 K $ | -0.64 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.31% | 1.740 M $ | 2879 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 0.31% | 1.738 M $ | 59750 | 2020/12/31 | 34.143 K $ | 2.11 % |
| 2026/03/31 | INTC | INTEL CORP | 0.30% | 1.689 M $ | 38267 | 2017/12/31 | 284.016 K $ | 19.59 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.29% | 1.658 M $ | 3797 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BOEING CO | 0.29% | 1.624 M $ | 25025 | 2025/03/31 | -102.514 K $ | -6.05 % | |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.28% | 1.592 M $ | 32655 | 2017/12/31 | -205.812 K $ | -11.36 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.28% | 1.587 M $ | 7295 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.27% | 1.532 M $ | 6313 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.27% | 1.531 M $ | 12729 | 2021/06/30 | 191.181 K $ | 14.28 % |
| 2026/03/31 | URI | UNITED RENTALS INC | 0.27% | 1.508 M $ | 2070 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.26% | 1.463 M $ | 5157 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHV | SCHWAB STRATEGIC TR | 0.25% | 1.437 M $ | 47112 | 2021/03/31 | 42.330 K $ | 3.01 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.25% | 1.436 M $ | 2 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | QCOM | QUALCOMM INC | 0.25% | 1.409 M $ | 10942 | 2020/03/31 | -513.495 K $ | -24.71 % |
| 2026/03/31 | VHT | VANGUARD WORLD FD | 0.25% | 1.401 M $ | 5143 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IYW | ISHARES TR | 0.24% | 1.367 M $ | 7533 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DE | DEERE & CO | 0.24% | 1.365 M $ | 2423 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHE | SCHWAB STRATEGIC TR | 0.24% | 1.337 M $ | 40577 | 2020/12/31 | 7.787 K $ | 0.61 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.23% | 1.312 M $ | 6804 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 0.23% | 1.288 M $ | 3767 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.22% | 1.269 M $ | 3755 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.22% | 1.268 M $ | 8619 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.22% | 1.255 M $ | 3566 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HON | HONEYWELL INTL INC | 0.22% | 1.242 M $ | 5497 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.22% | 1.238 M $ | 4725 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 0.22% | 1.236 M $ | 1772 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.22% | 1.232 M $ | 22795 | 2017/12/31 | 6.665 K $ | 0.54 % |
| 2026/03/31 | SLV | ISHARES SILVER TR | 0.21% | 1.170 M $ | 17165 | 2019/09/30 | 68.801 K $ | 5.77 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.21% | 1.165 M $ | 5726 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DHR | DANAHER CORP DEL | 0.20% | 1.117 M $ | 5891 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | COP | CONOCOPHILLIPS | 0.19% | 1.060 M $ | 8027 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TMUS | T-MOBILE US INC | 0.19% | 1.051 M $ | 5003 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DUK | DUKE ENERGY CORP NEW | 0.18% | 1.030 M $ | 7869 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.18% | 1.027 M $ | 40059 | 2022/06/30 | -41.569 K $ | -4.72 % |
| 2026/03/31 | ED | CONSOLIDATED EDISON INC | 0.17% | 966.107 K $ | 8536 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IEF | ISHARES TR | 0.17% | 939.221 K $ | 9841 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IVW | ISHARES TR | 0.16% | 926.823 K $ | 8194 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IVE | ISHARES TR | 0.16% | 897.810 K $ | 4252 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 0.16% | 896.135 K $ | 11622 | 2017/12/31 | 19.149 K $ | 2.21 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.16% | 892.251 K $ | 17774 | 2017/12/31 | 174.418 K $ | 23.25 % |
| 2026/03/31 | T | AT&T INC | 0.16% | 886.218 K $ | 30570 | 2017/12/31 | 133.538 K $ | 16.71 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.16% | 885.900 K $ | 11128 | 2023/09/30 | -149.299 K $ | -14.58 % |