home Latest News Jul 11, 2019 – Kiley Juergens Wealth Management, Llc Buys Chevron Corp, Vanguard FTSE All World Ex US, Schwab US Dividend Equity – GuruFocus.com

Jul 11, 2019 – Kiley Juergens Wealth Management, Llc Buys Chevron Corp, Vanguard FTSE All World Ex US, Schwab US Dividend Equity – GuruFocus.com

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Investment company Kiley Juergens Wealth Management, Llc (current portfolio) buys Chevron Corp, Vanguard FTSE All World Ex US, Schwab US Dividend Equity during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Kiley Juergens Wealth Management, Llc. As of 2019Q2, Kiley Juergens Wealth Management, Llc owns 39 stocks with a total value of $89 million. These are the details of the buys and sells.

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/portfolioportfolio

These are the top 5 holdings of KILEY JUERGENS WEALTH MANAGEMENT, LLC

  1. Microsoft Corp (MSFT) – 98,940 shares, 14.97% of the total portfolio. Shares reduced by 0.52%
  2. iShares Morningstar Large-Cap Growth (JKE) – 49,990 shares, 10.83% of the total portfolio. Shares added by 0.18%
  3. Apple Inc (AAPL) – 45,186 shares, 10.10% of the total portfolio. Shares added by 0.03%
  4. Starbucks Corp (SBUX) – 103,086 shares, 9.76% of the total portfolio. Shares reduced by 1.04%
  5. Berkshire Hathaway Inc (BRK.B) – 30,818 shares, 7.42% of the total portfolio. Shares added by 1.37%

New Purchase: Chevron Corp (CVX)

Kiley Juergens Wealth Management, Llc initiated holding in Chevron Corp. The purchase prices were between $113.85 and $126.68, with an estimated average price of $120.87. The stock is now traded at around $125.43. The impact to a portfolio due to this purchase was 1.5%. The holding were 10,692 shares as of .

New Purchase: Vanguard FTSE All World Ex US (VEU)

Kiley Juergens Wealth Management, Llc initiated holding in Vanguard FTSE All World Ex US. The purchase prices were between $48.72 and $51.74, with an estimated average price of $50.46. The stock is now traded at around $51.09. The impact to a portfolio due to this purchase was 1.03%. The holding were 17,825 shares as of .

New Purchase: Schwab US Dividend Equity (SCHD)

Kiley Juergens Wealth Management, Llc initiated holding in Schwab US Dividend Equity. The purchase prices were between $49.86 and $54.6, with an estimated average price of $52.77. The stock is now traded at around $53.62. The impact to a portfolio due to this purchase was 0.62%. The holding were 10,396 shares as of .

Here is the complete portfolio of KILEY JUERGENS WEALTH MANAGEMENT, LLC. Also check out:

1. KILEY JUERGENS WEALTH MANAGEMENT, LLC’s Undervalued Stocks
2. KILEY JUERGENS WEALTH MANAGEMENT, LLC’s Top Growth Companies, and
3. KILEY JUERGENS WEALTH MANAGEMENT, LLC’s High Yield stocks
4. Stocks that KILEY JUERGENS WEALTH MANAGEMENT, LLC keeps buying