Kiley Juergens Wealth Management, Llc Buys CSIM Schwab U.S. Broad Market ETF, Costco Wholesale Corp, Vanguard Short-Term Bond ETF, Sells Chevron Corp, Columbia Banking System Inc

• New Purchases: SCHB, IYW, SCHA, KHC, SCHZ, BAM, GE, SCHE,
• Added Positions: COST, BSV, SCHD, JKF, VWO, BA, PCAR, PG, SCHF, VZ, JNJ, T, WORK, FNDF, SCHW, PFE, VIG, BAC, INTC, CSCO,
• Reduced Positions: SBUX, VEU, COLB, JKE, CMCSA, CAT, SNAP, VEA, VXUS,
• Sold Out: CVX,

For the details of KILEY JUERGENS WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kiley+juergens+wealth+management%2C+llc/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 93,348 shares, 12.28% of the total portfolio. Shares added by 0.29%
2. Apple Inc (AAPL) - 147,727 shares, 11.59% of the total portfolio. Shares reduced by 0.62%
3. PowerShares QQQ Trust Ser 1 (QQQ) - 58,151 shares, 10.79% of the total portfolio. Shares reduced by 0.4%
4. Starbucks Corp (SBUX) - 114,199 shares, 7.23% of the total portfolio. Shares reduced by 1.82%
5. BTC iShares Morningstar Large-Cap Growth ETF (JKE) - 40,190 shares, 6.89% of the total portfolio. Shares reduced by 1.26%

Kiley Juergens Wealth Management, Llc initiated holding in CSIM Schwab U.S. Broad Market ETF. The purchase prices were between $78.06 and $90.99, with an estimated average price of $85.64. The stock is now traded at around $92.980000. The impact to a portfolio due to this purchase was 2.62%. The holding were 48,634 shares as of 2020-12-31.

Kiley Juergens Wealth Management, Llc initiated holding in BTC iShares U.S. Technology ETF. The purchase prices were between $73.08 and $85.83, with an estimated average price of $79.9. The stock is now traded at around $85.630000. The impact to a portfolio due to this purchase was 0.66%. The holding were 13,144 shares as of 2020-12-31.

Kiley Juergens Wealth Management, Llc initiated holding in CSIM Schwab U.S. Small-Cap ETF. The purchase prices were between $69.78 and $90.33, with an estimated average price of $80.02. The stock is now traded at around $96.640000. The impact to a portfolio due to this purchase was 0.63%. The holding were 11,914 shares as of 2020-12-31.

Kiley Juergens Wealth Management, Llc initiated holding in The Kraft Heinz Co. The purchase prices were between $29.22 and $35.21, with an estimated average price of $32.54. The stock is now traded at around $32.360000. The impact to a portfolio due to this purchase was 0.47%. The holding were 22,851 shares as of 2020-12-31.

Kiley Juergens Wealth Management, Llc initiated holding in CSIM Schwab US Aggregate Bond ETF. The purchase prices were between $55.56 and $56.23, with an estimated average price of $55.92. The stock is now traded at around $55.670000. The impact to a portfolio due to this purchase was 0.41%. The holding were 12,354 shares as of 2020-12-31.

Kiley Juergens Wealth Management, Llc initiated holding in Brookfield Asset Management Inc. The purchase prices were between $29.78 and $43.04, with an estimated average price of $37.57. The stock is now traded at around $38.280000. The impact to a portfolio due to this purchase was 0.25%. The holding were 10,155 shares as of 2020-12-31.

Kiley Juergens Wealth Management, Llc added to a holding in Costco Wholesale Corp by 52.59%. The purchase prices were between $355.01 and $391.77, with an estimated average price of $373.95. The stock is now traded at around $354.470000. The impact to a portfolio due to this purchase was 2.07%. The holding were 26,933 shares as of 2020-12-31.

Kiley Juergens Wealth Management, Llc added to a holding in Vanguard Short-Term Bond ETF by 70.46%. The purchase prices were between $82.47 and $82.9, with an estimated average price of $82.66. The stock is now traded at around $82.790000. The impact to a portfolio due to this purchase was 0.97%. The holding were 48,002 shares as of 2020-12-31.

Kiley Juergens Wealth Management, Llc sold out a holding in Chevron Corp. The sale prices were between $66.88 and $95.62, with an estimated average price of $81.37.

Kiley Juergens Wealth Management, Llc reduced to a holding in Columbia Banking System Inc by 39.28%. The sale prices were between $24.75 and $35.9, with an estimated average price of $31.22. The stock is now traded at around $41.990000. The impact to a portfolio due to this sale was -0.12%. Kiley Juergens Wealth Management, Llc still held 10,559 shares as of 2020-12-31.