KILEY JUERGENS WEALTH MANAGEMENT, LLC

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CIK 1723223

13F portfolio (2026-Q1)

$567M

Positions

235

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

235

Top 5

29.7%

Top 10

45.9%

Effective N

36.8

HHI

0.027

This quarter

161 new · 0 exit →

By sector

Unclassified30.6%

Information Technology26.9%

Consumer Discretionary15.2%

Financials7.4%

Industrials6.9%

Communication Services6.0%

Health Care2.8%

Energy1.4%

Other2.9%

By market cap

Mega (>$200B)53.7%

Unknown31.1%

Large ($10–200B)13.3%

Small ($300M–2B)1.6%

Mid ($2–10B)0.2%

By region

North America68.9%

Other30.6%

Asia-Pacific0.2%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	33.90%	85
Specialty Retail	10.68%	8
Software	9.06%	8
Semiconductors & Semiconductor Equipment	8.86%	10
Technology Hardware & Equipment	7.26%	7
Software & IT Services	4.76%	3
Machinery	3.31%	7
Banks	3.17%	12
Pharmaceuticals & Biotechnology	2.76%	10
Hotels, Restaurants & Leisure	2.54%	3
Aerospace & Defense	1.85%	7
Commercial Services & Supplies	1.67%	5
Automobiles & Components	1.60%	3
Electrical Equipment & Components	1.47%	3
Oil, Gas & Consumable Fuels	1.36%	6
Utilities	1.00%	11
Chemicals	0.84%	6
Media & Entertainment	0.58%	2
Diversified Telecommunication Services	0.50%	3
Metals & Mining	0.44%	7
Road & Rail	0.40%	3
Distributors	0.30%	4
Beverages	0.27%	2
Communications Equipment	0.25%	1
Insurance	0.24%	4
Capital Markets	0.19%	3
Equity Real Estate Investment Trusts (REITs)	0.15%	2
Health Care Equipment & Supplies	0.14%	2
Entertainment	0.12%	1
Agricultural Products	0.07%	1
Textiles, Apparel & Luxury Goods	0.06%	1
Professional Services	0.05%	1
Paper & Forest Products	0.04%	1
Tobacco	0.04%	1
Airlines	0.04%	1
Food & Staples Retailing	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	MSFT	MICROSOFT CORP	Information Technology	7.32%
2	AAPL	Apple Inc.	Information Technology	6.39%
3	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	5.90%
4	QQQ	INVESCO QQQ TR	Unclassified	5.25%
5	NVDA	NVIDIA CORP	Information Technology	4.80%
6	AMZN	AMAZON COM INC	Consumer Discretionary	3.55%
7	GOOGL	Alphabet Inc.	Communication Services	3.40%
8	BRK.B	BERKSHIRE HATHAWAY INC	Financials	3.26%
9	SCHD	SCHWAB STRATEGIC TR	Unclassified	3.13%
10	AVGO	Broadcom Inc.	Information Technology	2.87%

151/235 names classified · sector 69.4% of weight · industry 66.1% · mkt cap 68.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyMSFT, AAPL, NVDA, INTC, AVGO · other

Consumer DiscretionaryCOST, SBUX, AMZN, PCAR, TSLA · other

FinancialsBRK.B, HFWA, TSBK, JPM, PYPL · other

Communication ServicesGOOGL, DIS, VZ, CMCSA, T · other

IndustrialsCAT, BA, UPS, ALK, LMT · other

Health CareJNJ, PFE, ABBV, NVO, LLY · other

MaterialsPG, NKE, KVUE, KMB, FCX · other

EnergyCVX, XOM, BP, COP, DVN · other

Consumer StaplesKHC, KO, CVS, PEP, KR · other

Real EstateWY, PSA, DLR, STWD, LTC · other

UtilitiesNEE, EPD, ED, DUK, AWR · other

UnclassifiedILCG, QQQ, SCHD, BSV, POWERSHARES QQQ TRUST · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 69.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (136 classified)KILEY JUERGENS WEALTH MANAGEMENT, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryIndustrialsCommunication ServicesFinancialsHealth CareEnergyMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for KILEY JUERGENS WEALTH MANAGEMENT, LLC: centroid Large Core. Heaviest cells: Large Growth 35.9%, Large Core 17.9%, Large Value 6.2%.

Classified: 64.4% of book weight (136/235 names) · unclassified 35.6%: QQQ, BRK.B, SCHD, ILCG, ILCV, VEU, GLD, RSP, VTV, BSV +89 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 235 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	MSFTMICROSOFT CORP	112,126	$42M	7.3%	HOLD
2	AAPLAPPLE INC	142,802	$36M	6.4%	HOLD
3	COSTCOSTCO WHSL CORP NEW	33,549	$33M	5.9%	HOLD
4	QQQINVESCO QQQ TR	51,584	$30M	5.3%	HOLD
5	NVDANVIDIA CORPORATION	155,856	$27M	4.8%	HOLD
6	AMZNAMAZON COM INC	96,481	$20M	3.5%	HOLD
7	GOOGLALPHABET INC	67,016	$19M	3.4%	HOLD
8	BRK.BBERKSHIRE HATHAWAY INC DEL	38,597	$18M	3.3%	TRIM −3%
9	SCHDSCHWAB STRATEGIC TR	577,786	$18M	3.1%	HOLD
10	AVGOBROADCOM INC	52,570	$16M	2.9%	HOLD
11	ILCGISHARES TR	142,759	$14M	2.4%	HOLD
12	CATCATERPILLAR INC	17,616	$12M	2.2%	HOLD
13	SBUXSTARBUCKS CORP	114,676	$10M	1.8%	HOLD
14	ILCVISHARES TR	87,592	$8M	1.4%	HOLD
15	VEUVANGUARD INTL EQUITY INDEX F	101,964	$8M	1.4%	ADD 6%
16	GLDSPDR GOLD TR	17,207	$7M	1.3%	HOLD
17	GEVGE VERNOVA INC	7,263	$6M	1.1%	NEW
18	TSLATESLA INC	15,237	$6M	1.0%	HOLD
19	LLYELI LILLY & CO	5,851	$5M	0.9%	NEW
20	RSPINVESCO EXCHANGE TRADED FD T	27,820	$5M	0.9%	ADD 23%
21	VTVVANGUARD INDEX FDS	25,194	$5M	0.9%	TRIM −6%
22	BSVVANGUARD BD INDEX FDS	60,505	$5M	0.8%	TRIM −7%
23	TSBKTIMBERLAND BANCORP INC	120,067	$5M	0.8%	HOLD
24	SCHBSCHWAB STRATEGIC TR	186,262	$5M	0.8%	HOLD
25	GOOGALPHABET INC	15,967	$5M	0.8%	TRIM −3%
26	HFWAHERITAGE FINL CORP WASH	175,051	$5M	0.8%	HOLD
27	BABOEING CO	22,285	$4M	0.8%	ADD 24%
28	JPMJPMORGAN CHASE & CO	14,074	$4M	0.7%	HOLD
29	VIGVANGUARD SPECIALIZED FUNDS	19,183	$4M	0.7%	HOLD
30	JNJJOHNSON & JOHNSON	15,654	$4M	0.7%	HOLD
31	MCDMCDONALDS CORP	10,738	$3M	0.6%	HOLD
32	VTIVANGUARD INDEX FDS	10,389	$3M	0.6%	HOLD
33	PCARPACCAR INC	28,022	$3M	0.6%	HOLD
34	TLTISHARES TR	36,693	$3M	0.6%	ADD 3%
35	XOMEXXON MOBIL CORP	18,483	$3M	0.6%	HOLD
36	METAMETA PLATFORMS INC	5,438	$3M	0.5%	NEW
37	PGPROCTER AND GAMBLE CO	21,058	$3M	0.5%	TRIM −11%
38	WMTWALMART INC	24,451	$3M	0.5%	HOLD
39	NFLXNETFLIX INC	30,575	$3M	0.5%	HOLD
40	ETNEATON CORP PLC	8,086	$3M	0.5%	NEW
41	SPYSTATE STR SPDR S&P 500 ETF T	4,267	$3M	0.5%	NEW
42	CVXCHEVRON CORP NEW	13,411	$3M	0.5%	HOLD
43	PLTRPALANTIR TECHNOLOGIES INC	18,922	$3M	0.5%	TRIM −5%
44	CRWDCROWDSTRIKE HLDGS INC	6,936	$3M	0.5%	NEW
45	UBERUBER TECHNOLOGIES INC	37,549	$3M	0.5%	HOLD
46	VVISA INC	8,122	$2M	0.4%	NEW
47	NETCLOUDFLARE INC	10,785	$2M	0.4%	NEW
48	HDHOME DEPOT INC	6,700	$2M	0.4%	NEW
49	WMWASTE MGMT INC DEL	9,360	$2M	0.4%	NEW
50	SCHFSCHWAB STRATEGIC TR	86,756	$2M	0.4%	ADD 4%
51	IWBISHARES TR	5,709	$2M	0.4%	NEW
52	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	66,962	$2M	0.3%	ADD 8%
53	VOOVANGUARD INDEX FDS	3,249	$2M	0.3%	NEW
54	IWMISHARES TR	7,626	$2M	0.3%	NEW
55	VEAVANGUARD TAX-MANAGED FDS	29,328	$2M	0.3%	ADD 8%
56	VOVANGUARD INDEX FDS	6,387	$2M	0.3%	NEW
57	CSCOCISCO SYS INC	23,116	$2M	0.3%	HOLD
58	SCHZSCHWAB STRATEGIC TR	75,309	$2M	0.3%	ADD 16%
59	LMTLOCKHEED MARTIN CORP	2,879	$2M	0.3%	NEW
60	SCHASCHWAB STRATEGIC TR	59,750	$2M	0.3%	ADD 5%
61	INTCINTEL CORP	38,267	$2M	0.3%	TRIM −3%
62	VUGVANGUARD INDEX FDS	3,797	$2M	0.3%	NEW
63	BOEING CO	25,025	$2M	0.3%	ADD 2%
64	BACBANK AMERICA CORP	32,655	$2M	0.3%	HOLD
65	ABBVABBVIE INC	7,295	$2M	0.3%	NEW
66	UNPUNION PAC CORP	6,313	$2M	0.3%	NEW
67	MRKMERCK & CO INC	12,729	$2M	0.3%	HOLD
68	URIUNITED RENTALS INC	2,070	$2M	0.3%	NEW
69	GEGE AEROSPACE	5,157	$1M	0.3%	NEW
70	SCHVSCHWAB STRATEGIC TR	47,112	$1M	0.3%	HOLD
71	BRK.ABERKSHIRE HATHAWAY INC DEL	2	$1M	0.3%	NEW
72	QCOMQUALCOMM INC	10,942	$1M	0.2%	TRIM −10%
73	VHTVANGUARD WORLD FD	5,143	$1M	0.2%	NEW
74	IYWISHARES TR	7,533	$1M	0.2%	NEW
75	DEDEERE & CO	2,423	$1M	0.2%	NEW
76	SCHESCHWAB STRATEGIC TR	40,577	$1M	0.2%	ADD 4%
77	RTXRTX CORPORATION	6,804	$1M	0.2%	NEW
78	AMATAPPLIED MATLS INC	3,767	$1M	0.2%	NEW
79	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,755	$1M	0.2%	NEW
80	ORCLORACLE CORP	8,619	$1M	0.2%	NEW
81	AMGNAMGEN INC	3,566	$1M	0.2%	NEW
82	HONHONEYWELL INTL INC	5,497	$1M	0.2%	NEW
83	VBVANGUARD INDEX FDS	4,725	$1M	0.2%	NEW
84	VGTVANGUARD WORLD FD	1,772	$1M	0.2%	NEW
85	VWOVANGUARD INTL EQUITY INDEX F	22,795	$1M	0.2%	HOLD
86	SLVISHARES SILVER TR	17,165	$1M	0.2%	TRIM −7%
87	AMDADVANCED MICRO DEVICES INC	5,726	$1M	0.2%	NEW
88	DHRDANAHER CORP DEL	5,891	$1M	0.2%	NEW
89	COPCONOCOPHILLIPS	8,027	$1M	0.2%	NEW
90	TMUST-MOBILE US INC	5,003	$1M	0.2%	NEW
91	DUKDUKE ENERGY CORP NEW	7,869	$1M	0.2%	NEW
92	SCHXSCHWAB U.S. LARGE-CAP ETF	40,059	$1M	0.2%	ADD 22%
93	EDCONSOLIDATED EDISON INC	8,536	$966,107	0.2%	NEW
94	IEFISHARES TR	9,841	$939,221	0.2%	NEW
95	IVWISHARES TR	8,194	$926,823	0.2%	NEW
96	IVEISHARES TR	4,252	$897,810	0.2%	NEW
97	VXUSVANGUARD STAR FDS	11,622	$896,135	0.2%	HOLD
98	VZVERIZON COMMUNICATIONS INC	17,774	$892,251	0.2%	TRIM −3%
99	TAT&T INC	30,570	$886,218	0.2%	TRIM −5%
100	WFCWELLS FARGO CO NEW	11,128	$885,900	0.2%	HOLD
101	EFAISHARES TR	8,945	$868,872	0.2%	NEW
102	CGBLCAPITAL GROUP CORE BALANCED	24,895	$856,637	0.2%	ADD 7%
103	XLFSELECT SECTOR SPDR TR	17,301	$854,150	0.2%	HOLD
104	NEENEXTERA ENERGY INC	9,119	$846,941	0.1%	NEW
105	VYMVANGUARD WHITEHALL FDS	5,586	$827,287	0.1%	NEW
106	LRCXLAM RESEARCH CORP	3,810	$814,071	0.1%	NEW
107	KOCOCA COLA CO	10,529	$800,707	0.1%	HOLD
108	NOCNORTHROP GRUMMAN CORP	1,135	$774,342	0.1%	NEW
109	MARMARRIOTT INTL INC NEW	2,363	$772,909	0.1%	NEW
110	IWOISHARES TR	2,382	$747,495	0.1%	NEW
111	XLYSELECT SECTOR SPDR TR	6,752	$735,833	0.1%	NEW
112	PEPPEPSICO INC	4,704	$730,484	0.1%	NEW
113	GDGENERAL DYNAMICS CORP	2,127	$730,029	0.1%	NEW
114	XLVSELECT SECTOR SPDR TR	4,951	$725,866	0.1%	NEW
115	LOWLOWES COS INC	3,016	$712,620	0.1%	NEW
116	NKENIKE INC	13,288	$701,859	0.1%	TRIM −3%
117	PANWPALO ALTO NETWORKS INC	4,371	$700,759	0.1%	NEW
118	DISDISNEY WALT CO	7,184	$692,433	0.1%	NEW
119	IVVISHARES TR	1,042	$680,785	0.1%	NEW
120	MAMASTERCARD INCORPORATED	1,317	$658,139	0.1%	NEW
121	FNDFSCHWAB STRATEGIC TR	13,334	$652,433	0.1%	TRIM −4%
122	VOOGVANGUARD ADMIRAL FDS INC	1,546	$630,289	0.1%	NEW
123	TTTRANE TECHNOLOGIES PLC	1,498	$624,277	0.1%	NEW
124	PFEPFIZER INC	22,106	$620,724	0.1%	TRIM −8%
125	USFDUS FOODS HLDG CORP	6,453	$595,031	0.1%	NEW
126	ITWILLINOIS TOOL WKS INC	2,279	$593,201	0.1%	NEW
127	GLWCORNING INC	4,357	$592,375	0.1%	NEW
128	ABTABBOTT LABS	5,735	$588,790	0.1%	NEW
129	MRSHMARSH & MCLENNAN COS INC	3,300	$572,385	0.1%	NEW
130	MMM3M CO	3,792	$550,763	0.1%	NEW
131	ITOTISHARES TR	3,866	$550,634	0.1%	NEW
132	XLISELECT SECTOR SPDR TR	3,220	$520,843	0.1%	NEW
133	OKEONEOK INC NEW	5,707	$515,856	0.1%	NEW
134	FCXFREEPORT MCMORAN INC	8,696	$511,166	0.1%	NEW
135	EMREMERSON ELEC CO	3,895	$510,265	0.1%	NEW
136	EPDENTERPRISE PRODS PARTNERS L	13,407	$507,325	0.1%	HOLD
137	WYWEYERHAEUSER CO	20,637	$504,159	0.1%	HOLD
138	TXNTEXAS INSTRS INC	2,545	$494,086	0.1%	NEW
139	TJXTJX COS INC NEW	3,058	$488,363	0.1%	NEW
140	AEPAMERICAN ELEC PWR CO INC	3,609	$473,068	0.1%	NEW
141	IBBISHARES TR	2,795	$471,886	0.1%	NEW
142	IEFAISHARES TR	5,179	$468,818	0.1%	NEW
143	ALLALLSTATE CORP	2,222	$460,709	0.1%	NEW
144	PFFISHARES TR	15,137	$458,954	0.1%	HOLD
145	IBMINTERNATIONAL BUSINESS MACHS	1,892	$458,636	0.1%	NEW
146	SCHWSCHWAB CHARLES CORP	4,698	$441,533	0.1%	NEW
147	VVVANGUARD INDEX FDS	1,409	$421,080	0.1%	NEW
148	GPCGENUINE PARTS CO	3,968	$419,616	0.1%	NEW
149	CCITIGROUP INC	3,684	$417,817	0.1%	NEW
150	IAUISHARES GOLD TR	4,726	$416,644	0.1%	NEW
151	CTVACORTEVA INC	4,947	$414,113	0.1%	NEW
152	EEMISHARES TR	7,104	$403,436	0.1%	NEW
153	UPSUNITED PARCEL SERVICE INC	4,043	$397,769	0.1%	NEW
154	AZNASTRAZENECA PLC	1,999	$394,243	0.1%	NEW
155	SCHMSCHWAB STRATEGIC TR	12,293	$380,593	0.1%	ADD 5%
156	SYYSYSCO CORP	5,313	$378,984	0.1%	NEW
157	GSGOLDMAN SACHS GROUP INC	438	$370,922	0.1%	NEW
158	XBISPDR SERIES TRUST	2,902	$370,672	0.1%	NEW
159	CRMSALESFORCE INC	1,974	$368,568	0.1%	NEW
160	ESGVVanguard ESG US Stock - ETF	3,226	$362,203	0.1%	NEW
161	CTASCINTAS CORP	2,128	$359,860	0.1%	NEW
162	PSAPUBLIC STORAGE OPER CO	1,319	$357,291	0.1%	NEW
163	JCIJOHNSON CONTROLS INTERNATION	2,727	$357,101	0.1%	NEW
164	SOLSSOLSTICE ADVANCED MATLS INC	4,688	$357,038	0.1%	NEW
165	NUENUCOR CORP	2,097	$354,603	0.1%	NEW
166	IYJISHARES TR	2,384	$351,735	0.1%	NEW
167	CSXCSX CORP	8,549	$350,936	0.1%	TRIM −24%
168	IWRISHARES TR	3,606	$350,611	0.1%	NEW
169	PTLCPACER FDS TR	6,543	$343,246	0.1%	NEW
170	CMCSACOMCAST CORP NEW	11,953	$343,169	0.1%	TRIM −5%
171	XLESELECT SECTOR SPDR TR	5,535	$339,066	0.1%	NEW
172	IXUSISHARES TR	3,900	$337,896	0.1%	NEW
173	XLPSELECT SECTOR SPDR TR	4,050	$332,015	0.1%	NEW
174	IWYISHARES TR	1,305	$324,736	0.1%	NEW
175	USBUS BANCORP	6,140	$319,341	0.1%	NEW
176	KMIKINDER MORGAN INC DEL	9,516	$319,058	0.1%	NEW
177	BNDVANGUARD BD INDEX FDS	4,330	$318,861	0.1%	NEW
178	AXPAMERICAN EXPRESS CO	1,047	$316,697	0.1%	NEW
179	ATOATMOS ENERGY CORP	1,705	$314,948	0.1%	NEW
180	IGSBISHARES TR	5,907	$310,472	0.1%	NEW
181	IWFISHARES TR	727	$309,993	0.1%	NEW
182	IEMGISHARES INC	4,380	$305,505	0.1%	NEW
183	MUMICRON TECHNOLOGY INC	892	$301,353	0.1%	NEW
184	PAYXPAYCHEX INC	3,200	$294,784	0.1%	NEW
185	QQNITY ELECTRONICS INC	2,549	$294,108	0.1%	NEW
186	VNQVANGUARD INDEX FDS	3,282	$291,105	0.1%	NEW
187	TELTE CONNECTIVITY PLC	1,392	$290,956	0.1%	NEW
188	AGGISHARES TR	2,929	$290,740	0.1%	NEW
189	ATIALLEGHENY TECHNOLOGIES INC	1,998	$290,629	0.1%	NEW
190	COLBCOLUMBIA BKG SYS INC	10,565	$289,798	0.1%	TRIM −11%
191	BANRBANNER CORP	4,724	$286,652	0.1%	NEW
192	SCHKSCHWAB STRATEGIC TR	9,082	$284,550	0.1%	NEW
193	HWMHOWMET AEROSPACE INC	1,221	$281,392	0.0%	NEW
194	SHWSHERWIN WILLIAMS CO	873	$279,840	0.0%	NEW
195	SNOWSNOWFLAKE INC	1,853	$279,469	0.0%	NEW
196	RSPTINVESCO EXCHANGE TRADED FD T	5,951	$269,342	0.0%	NEW
197	XLKSELECT SECTOR SPDR TR	1,994	$264,989	0.0%	NEW
198	SUSUNCOR ENERGY INC NEW	4,000	$264,440	0.0%	NEW
199	TGTTARGET CORP	2,181	$264,337	0.0%	NEW
200	QDFFLEXSHARES TR	3,327	$263,132	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MSFTMICROSOFT CORP

115K

114K

113K

112K

$42M

AAPLAPPLE INC

158K

153K

158K

146K

143K

$36M

COSTCOSTCO WHSL CORP NEW

33K

34K

33K

34K

$33M

QQQINVESCO QQQ TR

53K

52K

$30M

NVDANVIDIA CORPORATION

168K

171K

173K

170K

156K

$27M

AMZNAMAZON COM INC

97K

93K

94K

95K

96K

$20M

GOOGLALPHABET INC

71K

69K

68K

67K

$19M

BRK.BBERKSHIRE HATHAWAY INC DEL

40K

39K

$18M

SCHDSCHWAB STRATEGIC TR

511K

539K

560K

556K

576K

578K

$18M

AVGOBROADCOM INC

57K

55K

53K

$16M

ILCGISHARES TR

148K

149K

148K

147K

144K

143K

$14M

CATCATERPILLAR INC

18K

$12M

SBUXSTARBUCKS CORP

117K

118K

119K

117K

115K

$10M

ILCVISHARES TR

87K

89K

88K

$8M

VEUVANGUARD INTL EQUITY INDEX F

71K

76K

83K

88K

96K

102K

$8M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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