Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT LLC | 07-23-2024 | 06-30-2024 | 71 | 360,039,668 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $51,917,656 | 116,160 | 0.01 | 0.01 | 3,487 | 3.09 | 06-30-2024 |
| APPLE INC | COM | 2 | $33,669,505 | 159,859 | 0.01 | 0.01 | -2,166 | -1.34 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 3 | $28,113,373 | 33,075 | 0.01 | 0.01 | 67 | 0.20 | 06-30-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $25,923,282 | 54,107 | 0.01 | 0.01 | 197 | 0.37 | 06-30-2024 |
