Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 65 | 298,921,114 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $42,369,381 | 112,673 | 0.01 | 0.01 | 28 | 0.02 | 12-31-2023 |
| APPLE INC | COM | 2 | $31,194,668 | 162,025 | 0.01 | 0.01 | -8,852 | -5.18 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $22,077,171 | 53,910 | 0.01 | 0.01 | 20 | 0.04 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 4 | $21,787,658 | 33,008 | 0.01 | 0.01 | -476 | -1.42 | 12-31-2023 |
