Kiley Juergens Wealth Management, LLC 13F Holdings Tracker

CIK: 0001723223

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$566.7M

Reporting period: 2026-03-31 · Number of holdings: 235

KILEY JUERGENS WEALTH MANAGEMENT, LLC disclosed 235 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $566.7M and a quarterly turnover rate of 33.8%.

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Personality snowflake

Concentration: 10.86
Portfolio Stability: 33.75
Momentum/Contrarian: 100
Sector conviction: 66.86
Diversification: 100
Sizing Uniformity: 76.75

Kiley Juergens Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.027 — mathematically equivalent to about 37 equally-sized positions, well below its 235 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.32), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 62% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim MSFT
-0.7%　-$13.1M
Trim AAPL
-0.4%　-$2.7M
Trim QQQ
-0.7%　-$2.1M
Trim NVDA
+0.1%　-$1.9M
Trim AMZN
+1.0%　-$1.9M
Trim GOOGL
-1.1%　-$1.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 235 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	7.32%	-4.47%	-0.68%
2	AAPL	Apple INC	Stock-Tech	6.39%	-2.03%	-0.40%
3	COST	Costco Wholesale CORP	Stock-Consumer Staples	5.90%	-0.37%	-0.29%
4	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.25%	-1.65%	-0.73%
5	NVDA	Nvidia CORP	Stock-Tech	4.80%	-1.47%	+0.12%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	3.55%	-1.21%	+1.04%
7	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.40%	-1.18%	-1.15%
8	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.26%	-1.05%	-2.67%
9	SCHD	Schwab US Dvd Equity ETF	ETF-Other	3.13%	-0.29%	+0.25%
10	AVGO	Broadcom INC	Stock-Tech	2.87%	-1.10%	-1.07%
11	ILCG	Ishares Morningstar Growth E	ETF-Other	2.41%	-0.82%	-0.78%
12	CAT	Caterpillar INC	Stock-Industrials	2.20%	—	-0.86%
13	SBUX	Starbucks CORP	Stock-Consumer Disc	1.81%	—	-1.89%
14	ILCV	Ishares Morningstar Value Et	ETF-Other	1.44%	—	-0.12%
15	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	1.35%	—	+6.04%
16	GLD	Spdr Gold Shares	ETF-Commodities	1.31%	—	+1.41%
17	GEV	GE Vernova INC	Stock-Industrials	1.12%	+1.12%	NEW
18	TSLA	Tesla INC	Stock-Consumer Disc	1.00%	-0.46%	+1.66%
19	LLY	Eli Lilly & Co	Stock-Healthcare	0.95%	+0.95%	NEW
20	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.94%	—	+23.24%
21	VTV	Vanguard Value ETF	ETF-Other	0.87%	—	-5.58%
22	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.84%	—	-6.84%
23	TSBK	Timberland Bancorp INC	Stock-Other	0.84%	—	-0.11%
24	SCHB	Schwab US Broad Market ETF	ETF-Other	0.82%	—	+0.77%
25	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.81%	—	-2.60%
26	HFWA	Heritage Financial CORP	Stock-Other	0.80%	—	-1.35%
27	BA	Boeing Co/the	Stock-Industrials	0.78%	—	+24.32%
28	JPM	Jpmorgan Chase & Co	Stock-Financials	0.73%	—	-1.53%
29	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.73%	—	-1.20%
30	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	—	-0.86%
31	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.59%	—	-0.28%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.59%	—	-0.53%
33	PCAR	Paccar INC	Stock-Industrials	0.57%	—	-0.39%
34	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.56%	—	+2.57%
35	XOM	Exxon Mobil CORP	Stock-Energy	0.55%	—	-0.71%
36	META	Meta Platforms Inc-class A	Stock-Comm Services	0.55%	+0.55%	NEW
37	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.54%	—	-11.01%
38	WMT	Walmart INC	Stock-Consumer Staples	0.54%	—	+0.29%
39	NFLX	Netflix INC	Stock-Comm Services	0.52%	—	+1.03%
40	ETN	Eaton Corporation plc	Stock-Industrials	0.51%	+0.51%	NEW
41	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.49%	+0.49%	NEW
42	CVX	Chevron CORP	Stock-Energy	0.49%	—	-0.39%
43	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.49%	—	-5.08%
44	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.48%	+0.48%	NEW
45	UBER	Uber Technologies INC	Stock-Industrials	0.48%	—	+1.43%
46	V	Visa Inc-class A Shares	Stock-Financials	0.43%	+0.43%	NEW
47	NET	Cloudflare INC - Class A	Stock-Tech	0.39%	+0.39%	NEW
48	HD	Home Depot INC	Stock-Consumer Disc	0.39%	+0.39%	NEW
49	WM	Waste Management INC	Stock-Industrials	0.38%	+0.38%	NEW
50	SCHF	Schwab Intl Equity ETF	ETF-Other	0.38%	—	+4.12%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+1.5%

Performance Last 4 Quarters

+27.2%

Based on 76% of reported portfolio value with available pricing

Stdev: +13.6%
Beta: +1
Alpha: +2.1%
Max Drawdown: -8.3%
Annualized Perf: +21.4%
Batting Avg vs S&P: +58.3%
Sortino: +3.35
Stutzer: +0.45
Treynor: +0.21
Sterling: +1.32
Calmar: +2.59
Information Ratio: +0.49
Tracking Error: +4.1%
Stdev Down: +6.1%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +43.1%
Worst 12 Months: +12.6%
Efficiency Ratio: +0.68
Sharpe: +1.5
Stdev Sectors: +11.1%
Skewness: +0.35
Kurtosis: +0.74
Upside Potential: +4.84

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	235	$566.7M	34	1MSFT 2AAPL 3COST Top holdings2026-03-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.NVDA 6.AMZN 7.GOOGL 8.BRK-B 9.SCHD 10.AVGO
2025-12-31	74	$462.9M	9	1MSFT 2AAPL 3QQQ Top holdings2025-12-31 1.MSFT 2.AAPL 3.QQQ 4.NVDA 5.COST 6.AMZN 7.GOOGL 8.BRK-B 9.AVGO 10.SCHD
2025-09-30	77	$454.2M	22	1MSFT 2AAPL 3NVDA Top holdings2025-09-30 1.MSFT 2.AAPL 3.NVDA 4.QQQ 5.COST 6.AMZN 7.BRK-B 8.AVGO 9.GOOGL 10.ILCG
2025-06-30	78	$433.3M	0	1MSFT 2COST 3AAPL Top holdings2025-06-30 1.MSFT 2.COST 3.AAPL 4.QQQ 5.NVDA 6.AMZN 7.BRK-B 8.AVGO 9.SCHD 10.ILCG
2025-03-31	73	$376.0M	100	1MSFT 2AAPL 3COST Top holdings2025-03-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.BRK-B 6.NVDA 7.AMZN 8.SCHD 9.ILCG 10.SBUX
2024-12-31	72	$399.2M	0	1MSFT 2AAPL 3COST Top holdings2024-12-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.NVDA 6.AMZN 7.BRK-B 8.SCHD 9.GOOGL 10.ILCG
2024-09-30	70	$385.2M	0	1MSFT 2AAPL 3COST Top holdings2024-09-30 1.MSFT 2.AAPL 3.COST 4.QQQ 5.NVDA 6.BRK-B 7.AMZN 8.SCHD 9.ILCG 10.GOOGL
2024-06-30	71	$360.0M	0	1MSFT 2AAPL 3COST Top holdings2024-06-30 1.MSFT 2.AAPL 3.COST 4.QQQ 5.NVDA 6.AMZN 7.BRK-B 8.GOOGL 9.ILCG 10.SCHD
2024-03-31	66	$323.3M	0	1MSFT 2AAPL 3COST Top holdings2024-03-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.BRK-B 6.AMZN 7.NVDA 8.ILCG 9.SCHD 10.SBUX
2023-12-31	65	$298.9M	0	1MSFT 2AAPL 3QQQ Top holdings2023-12-31 1.MSFT 2.AAPL 3.QQQ 4.COST 5.BRK-B 6.AMZN 7.SBUX 8.ILCG 9.SCHD 10.GOOGL
2023-09-30	72	$277.0M	0	1MSFT 2AAPL 3QQQ Top holdings2023-09-30 1.MSFT 2.AAPL 3.QQQ 4.COST 5.BRK-B 6.AMZN 7.SBUX 8.ILCG 9.GOOGL 10.SCHD
2023-06-30	72	$289.9M	0	1MSFT 2AAPL 3QQQ Top holdings2023-06-30 1.MSFT 2.AAPL 3.QQQ 4.COST 5.BRK-B 6.SBUX 7.AMZN 8.ILCG 9.SCHD 10.GOOGL
2023-03-31	74	$267.3M	0	1MSFT 2AAPL 3QQQ Top holdings2023-03-31 1.MSFT 2.AAPL 3.QQQ 4.COST 5.SBUX 6.BRK-B 7.AMZN 8.ILCG 9.SCHD 10.GOOGL
2022-12-31	71	$238.6M	0	1MSFT 2AAPL 3COST Top holdings2022-12-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.BRK-B 6.SBUX 7.SCHD 8.ILCG 9.AMZN 10.GOOGL
2022-09-30	70	$212.6M	0	1MSFT 2AAPL 3COST Top holdings2022-09-30 1.MSFT 2.AAPL 3.COST 4.BRK-B 5.AMZN 6.SBUX 7.ILCG 8.SCHD 9.GOOGL 10.BSV
2022-06-30	72	$211.2M	0	1MSFT 2AAPL 3COST Top holdings2022-06-30 1.MSFT 2.AAPL 3.COST 4.BRK-B 5.AMZN 6.ILCG 7.SBUX 8.BSV 9.SCHD 10.HFWA
2022-03-31	66	$207.2M	0	1MSFT 2AAPL 3BSV Top holdings2022-03-31 1.MSFT 2.AAPL 3.BSV 4.SBUX 5.QQQ 6.ILCG 7.BRK-B 8.COST 9.VEU 10.GLD
2021-12-31	71	$263.6M	0	1MSFT 2AAPL 3QQQ Top holdings2021-12-31 1.MSFT 2.AAPL 3.QQQ 4.COST 5.ILCG 6.SBUX 7.BSV 8.BRK-B 9.SCHD 10.HFWA
2021-09-30	66	$228.1M	0	1MSFT 2AAPL 3QQQ Top holdings2021-09-30 1.MSFT 2.AAPL 3.QQQ 4.COST 5.ILCG 6.SBUX 7.BSV 8.BRK-B 9.SCHD 10.HFWA
2021-06-30	63	$218.2M	93	1MSFT 2AAPL 3QQQ Top holdings2021-06-30 1.MSFT 2.AAPL 3.QQQ 4.SBUX 5.ILCG 6.COST 7.BSV 8.BRK-B 9.SCHD 10.HFWA
2021-03-31	58	$191.5M	14	1MSFT 2AAPL 3QQQ Top holdings2021-03-31 1.MSFT 2.AAPL 3.QQQ 4.SBUX 5.ILCG 6.COST 7.BRK-B 8.BSV 9.HFWA 10.SCHD
2020-12-31	52	$169.1M	22	1MSFT 2AAPL 3QQQ Top holdings2020-12-31 1.MSFT 2.AAPL 3.QQQ 4.SBUX 5.ILCG 6.COST 7.BRK-B 8.HFWA 9.SCHB 10.BSV
2020-09-30	45	$136.8M	29	1MSFT 2AAPL 3QQQ Top holdings2020-09-30 1.MSFT 2.AAPL 3.QQQ 4.ILCG 5.SBUX 6.BRK-B 7.COST 8.HFWA 9.JNJ 10.SCHD
2020-06-30	47	$119.8M	24	1MSFT 2AAPL 3ILCG Top holdings2020-06-30 1.MSFT 2.AAPL 3.ILCG 4.SBUX 5.BRK-B 6.COST 7.JNJ 8.BA 9.INTC 10.CAT
2020-03-31	43	$97.0M	21	1MSFT 2AAPL 3ILCG Top holdings2020-03-31 1.MSFT 2.AAPL 3.ILCG 4.SBUX 5.BRK-B 6.COST 7.JNJ 8.INTC 9.CAT 10.TSBK
2019-12-31	44	$113.9M	26	1MSFT 2AAPL 3SBUX Top holdings2019-12-31 1.MSFT 2.AAPL 3.SBUX 4.ILCG 5.BRK-B 6.COST 7.BA 8.TSBK 9.JNJ 10.HFWA
2019-09-30	40	$91.4M	8	1MSFT 2AAPL 3ILCG Top holdings2019-09-30 1.MSFT 2.AAPL 3.ILCG 4.SBUX 5.BRK-B 6.COST 7.HFWA 8.JNJ 9.TSBK 10.CAT
2019-06-30	40	$88.9M	11	1MSFT 2ILCG 3AAPL Top holdings2019-06-30 1.MSFT 2.ILCG 3.AAPL 4.SBUX 5.BRK-B 6.COST 7.HFWA 8.JNJ 9.TSBK 10.CAT
2019-03-31	37	$80.3M	15	1MSFT 2ILCG 3AAPL Top holdings2019-03-31 1.MSFT 2.ILCG 3.AAPL 4.SBUX 5.BRK-B 6.COST 7.HFWA 8.JNJ 9.TSBK 10.CAT
2018-12-31	38	$71.4M	69	1MSFT 2ILCG 3AAPL Top holdings2018-12-31 1.MSFT 2.ILCG 3.AAPL 4.SBUX 5.BRK-B 6.COST 7.HFWA 8.JNJ 9.TSBK 10.VZ
2018-09-30	785	$133.9M	21	1MSFT 2AAPL 3ILCG Top holdings2018-09-30 1.MSFT 2.AAPL 3.ILCG 4.SBUX 5.BRK-B 6.AMZN 7.COST 8.HFWA 9.GOOGL 10.BA
2018-06-30	735	$112.0M	33	1MSFT 2ILCG 3AAPL Top holdings2018-06-30 1.MSFT 2.ILCG 3.AAPL 4.SBUX 5.BRK-B 6.AMZN 7.COST 8.HFWA 9.BA 10.GOOGL
2018-03-31	81	$92.2M	27	1ILCG 2MSFT 3AAPL Top holdings2018-03-31 1.ILCG 2.MSFT 3.AAPL 4.SBUX 5.73935A 6.BRK-B 7.AMZN 8.COST 9.HFWA 10.BA
2017-12-31	719	$111.1M	0	1ILCG 2MSFT 3AAPL Top holdings2017-12-31 1.ILCG 2.MSFT 3.AAPL 4.SBUX 5.73935A 6.BRK-B 7.HFWA 8.COST 9.AMZN 10.BA

Holding changes this quarter

Kiley Juergens Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: GE Vernova INC (GEV); New buy: Eli Lilly & Co (LLY); New buy: Meta Platforms Inc-class A (META); New buy: Eaton Corporation plc (ETN); New buy: Ss Spdr S&p 500 ETF Trust-us (SPY).

Position changes disclosed by Kiley Juergens Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CAT	Caterpillar INC	—	-0.86%	Trim
2	SCHD	Schwab US Dvd Equity ETF	-0.3%	+0.25%	Add
3	COST	Costco Wholesale CORP	-0.4%	-0.29%	Trim
4	TSLA	Tesla INC	-0.5%	+1.66%	Add
5	ILCG	Ishares Morningstar Growth E	-0.8%	-0.78%	Trim
6	BRK-B	Berkshire Hathaway Inc-cl B	-1.1%	-2.67%	Trim
7	AVGO	Broadcom INC	-1.1%	-1.07%	Trim
8	GOOGL	Alphabet Inc-cl A	-1.2%	-1.15%	Trim
9	AMZN	Amazon.com INC	-1.2%	+1.04%	Add
10	NVDA	Nvidia CORP	-1.5%	+0.12%	Add
11	QQQ	Invesco Qqq Trust Series 1	-1.7%	-0.73%	Trim
12	AAPL	Apple INC	-2%	-0.40%	Trim
13	MSFT	Microsoft CORP	-4.5%	-0.68%	Trim
14	GEV	GE Vernova INC	—	NEW	New buy
15	LLY	Eli Lilly & Co	—	NEW	New buy
16	META	Meta Platforms Inc-class A	—	NEW	New buy
17	ETN	Eaton Corporation plc	—	NEW	New buy
18	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
19	CRWD	Crowdstrike Holdings INC - A	—	NEW	New buy
20	V	Visa Inc-class A Shares	—	NEW	New buy
21	NET	Cloudflare INC - Class A	—	NEW	New buy
22	HD	Home Depot INC	—	NEW	New buy
23	WM	Waste Management INC	—	NEW	New buy
24	IWB	Ishares Russell 1000 ETF	—	NEW	New buy
25	VOO	Vanguard S&p 500 ETF	—	NEW	New buy
26	IWM	Ishares Russell 2000 ETF	—	NEW	New buy
27	VO	Vanguard Mid-cap ETF	—	NEW	New buy
28	LMT	Lockheed Martin CORP	—	NEW	New buy
29	VUG	Vanguard Growth ETF	—	NEW	New buy
30	ABBV	Abbvie INC	—	NEW	New buy
31	UNP	Union Pacific CORP	—	NEW	New buy
32	URI	United Rentals INC	—	NEW	New buy
33	GE	General Electric	—	NEW	New buy
34	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	New buy
35	VHT	Vanguard Health Care ETF	—	NEW	New buy
36	IYW	Ishares Ustechnology ETF	—	NEW	New buy
37	DE	Deere & Co	—	NEW	New buy
38	RTX	Rtx CORP	—	NEW	New buy
39	AMAT	Applied Materials INC	—	NEW	New buy
40	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy
41	ORCL	Oracle CORP	—	NEW	New buy
42	AMGN	Amgen INC	—	NEW	New buy
43	HON	Honeywell International INC	—	NEW	New buy
44	VB	Vanguard Small-cap ETF	—	NEW	New buy
45	VGT	Vanguard Info Tech ETF	—	NEW	New buy
46	AMD	Advanced Micro Devices	—	NEW	New buy
47	DHR	Danaher CORP	—	NEW	New buy
48	COP	Conocophillips	—	NEW	New buy
49	TMUS	T-mobile US INC	—	NEW	New buy
50	DUK	Duke Energy CORP	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-28	13F-HR	View on EDGAR
2025-12-31	2026-01-26	13F-HR	View on EDGAR
2025-09-30	2025-10-22	13F-HR	View on EDGAR
2025-06-30	2025-07-16	13F-HR	View on EDGAR
2025-03-31	2025-04-21	13F-HR	View on EDGAR
2024-12-31	2025-01-16	13F-HR	View on EDGAR
2024-09-30	2024-10-15	13F-HR	View on EDGAR
2024-06-30	2024-07-23	13F-HR	View on EDGAR
2024-03-31	2024-04-19	13F-HR	View on EDGAR
2023-12-31	2024-01-30	13F-HR	View on EDGAR
2023-09-30	2023-10-17	13F-HR	View on EDGAR
2023-06-30	2023-07-26	13F-HR	View on EDGAR
2023-03-31	2023-05-02	13F-HR	View on EDGAR
2022-12-31	2023-02-06	13F-HR	View on EDGAR
2022-09-30	2022-10-11	13F-HR	View on EDGAR
2022-06-30	2022-07-29	13F-HR	View on EDGAR
2022-03-31	2022-04-27	Amendment	View on EDGAR
2022-03-31	2022-04-12	13F-HR	View on EDGAR
2021-12-31	2022-01-20	13F-HR	View on EDGAR
2021-09-30	2021-10-13	13F-HR	View on EDGAR
2021-06-30	2021-07-22	13F-HR	View on EDGAR
2021-03-31	2021-04-29	13F-HR	View on EDGAR
2020-12-31	2021-01-19	13F-HR	View on EDGAR
2020-09-30	2020-10-23	13F-HR	View on EDGAR
2020-06-30	2020-07-14	13F-HR	View on EDGAR
2020-03-31	2020-04-17	13F-HR	View on EDGAR
2019-12-31	2020-01-21	13F-HR	View on EDGAR
2019-09-30	2019-10-15	13F-HR	View on EDGAR
2019-06-30	2019-07-11	13F-HR	View on EDGAR
2019-03-31	2019-04-12	13F-HR	View on EDGAR
2018-12-31	2019-01-15	13F-HR	View on EDGAR
2018-09-30	2018-10-10	13F-HR	View on EDGAR
2018-06-30	2018-07-23	13F-HR	View on EDGAR
2018-03-31	2018-04-23	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR

FAQ

What is Kiley Juergens Wealth Management, LLC and what type of investor is it?

Kiley Juergens Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $566.7M, spread across 235 disclosed positions.

What are Kiley Juergens Wealth Management, LLC's largest equity positions?

Based on the latest 13F filing, Kiley Juergens Wealth Management, LLC's top holdings by market value are: 1. Microsoft CORP (MSFT) — $41.5M (7.3%) 2. Apple INC (AAPL) — $36.2M (6.4%) 3. Costco Wholesale CORP (COST) — $33.4M (5.9%) 4. Invesco Qqq Trust Series 1 (QQQ) — $29.8M (5.3%) 5. Nvidia CORP (NVDA) — $27.2M (4.8%)

What changes did Kiley Juergens Wealth Management, LLC make in its most recent portfolio filing?

In the latest reported quarter, Kiley Juergens Wealth Management, LLC made 50 notable position adjustments: 37 new positions were initiated, 4 existing holdings were added to, 9 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: GE Vernova INC (GEV); New buy: Eli Lilly & Co (LLY); New buy: Meta Platforms Inc-class A (META); New buy: Eaton Corporation plc (ETN); New buy: Ss Spdr S&p 500 ETF Trust-us (SPY)

What sectors does Kiley Juergens Wealth Management, LLC focus on?

Kiley Juergens Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 40.6% • Consumer Discretionary: 12.3% • Consumer Staples: 11.7% • Industrials: 10.0% • Communication Services: 9.6% • Financials: 8.5%

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Portfolio Stability0.0

Sector conviction72.5

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Hazlett, Burt & Watson, INC.

CIK 0000046392

Total reported value

$319.8M

14,170 stks

2026-03-31

Concentration4.5

Portfolio Stability14.1

Sector conviction50.1

4 of the top 5 holdings overlap, including Apple INC

View detail

Richards, Merrill & Peterson, INC.

CIK 0000090108

Total reported value

$272.6M

283 stks

2026-03-31

Concentration6.4

Portfolio Stability14.8

Sector conviction53.2

4 of the top 5 holdings overlap, including Costco Wholesale CORP

View detail

Citigroup INC

CIK 0000831001

Total reported value

$234.5B

11,050 stks

2026-03-31

Concentration5.2

Portfolio Stability30.6

Sector conviction58.4

4 of the top 5 holdings overlap, including Nvidia CORP

View detail

Kiley Juergens Wealth Management, LLC 13F Holdings Tracker

CIK: 0001723223

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$566.7M

Reporting period: 2026-03-31 · Number of holdings: 235

KILEY JUERGENS WEALTH MANAGEMENT, LLC disclosed 235 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $566.7M and a quarterly turnover rate of 33.8%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "K"

Personality snowflake

Concentration: 10.86
Portfolio Stability: 33.75
Momentum/Contrarian: 100
Sector conviction: 66.86
Diversification: 100
Sizing Uniformity: 76.75

Position sizes vary widely across the portfolio (a coefficient of variation of 2.32), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim MSFT
-0.7%　-$13.1M
Trim AAPL
-0.4%　-$2.7M
Trim QQQ
-0.7%　-$2.1M
Trim NVDA
+0.1%　-$1.9M
Trim AMZN
+1.0%　-$1.9M
Trim GOOGL
-1.1%　-$1.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 235 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	7.32%	-4.47%	-0.68%
2	AAPL	Apple INC	Stock-Tech	6.39%	-2.03%	-0.40%
3	COST	Costco Wholesale CORP	Stock-Consumer Staples	5.90%	-0.37%	-0.29%
4	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.25%	-1.65%	-0.73%
5	NVDA	Nvidia CORP	Stock-Tech	4.80%	-1.47%	+0.12%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	3.55%	-1.21%	+1.04%
7	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.40%	-1.18%	-1.15%
8	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.26%	-1.05%	-2.67%
9	SCHD	Schwab US Dvd Equity ETF	ETF-Other	3.13%	-0.29%	+0.25%
10	AVGO	Broadcom INC	Stock-Tech	2.87%	-1.10%	-1.07%
11	ILCG	Ishares Morningstar Growth E	ETF-Other	2.41%	-0.82%	-0.78%
12	CAT	Caterpillar INC	Stock-Industrials	2.20%	—	-0.86%
13	SBUX	Starbucks CORP	Stock-Consumer Disc	1.81%	—	-1.89%
14	ILCV	Ishares Morningstar Value Et	ETF-Other	1.44%	—	-0.12%
15	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	1.35%	—	+6.04%
16	GLD	Spdr Gold Shares	ETF-Commodities	1.31%	—	+1.41%
17	GEV	GE Vernova INC	Stock-Industrials	1.12%	+1.12%	NEW
18	TSLA	Tesla INC	Stock-Consumer Disc	1.00%	-0.46%	+1.66%
19	LLY	Eli Lilly & Co	Stock-Healthcare	0.95%	+0.95%	NEW
20	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.94%	—	+23.24%
21	VTV	Vanguard Value ETF	ETF-Other	0.87%	—	-5.58%
22	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.84%	—	-6.84%
23	TSBK	Timberland Bancorp INC	Stock-Other	0.84%	—	-0.11%
24	SCHB	Schwab US Broad Market ETF	ETF-Other	0.82%	—	+0.77%
25	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.81%	—	-2.60%
26	HFWA	Heritage Financial CORP	Stock-Other	0.80%	—	-1.35%
27	BA	Boeing Co/the	Stock-Industrials	0.78%	—	+24.32%
28	JPM	Jpmorgan Chase & Co	Stock-Financials	0.73%	—	-1.53%
29	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.73%	—	-1.20%
30	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	—	-0.86%
31	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.59%	—	-0.28%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.59%	—	-0.53%
33	PCAR	Paccar INC	Stock-Industrials	0.57%	—	-0.39%
34	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.56%	—	+2.57%
35	XOM	Exxon Mobil CORP	Stock-Energy	0.55%	—	-0.71%
36	META	Meta Platforms Inc-class A	Stock-Comm Services	0.55%	+0.55%	NEW
37	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.54%	—	-11.01%
38	WMT	Walmart INC	Stock-Consumer Staples	0.54%	—	+0.29%
39	NFLX	Netflix INC	Stock-Comm Services	0.52%	—	+1.03%
40	ETN	Eaton Corporation plc	Stock-Industrials	0.51%	+0.51%	NEW
41	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.49%	+0.49%	NEW
42	CVX	Chevron CORP	Stock-Energy	0.49%	—	-0.39%
43	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.49%	—	-5.08%
44	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.48%	+0.48%	NEW
45	UBER	Uber Technologies INC	Stock-Industrials	0.48%	—	+1.43%
46	V	Visa Inc-class A Shares	Stock-Financials	0.43%	+0.43%	NEW
47	NET	Cloudflare INC - Class A	Stock-Tech	0.39%	+0.39%	NEW
48	HD	Home Depot INC	Stock-Consumer Disc	0.39%	+0.39%	NEW
49	WM	Waste Management INC	Stock-Industrials	0.38%	+0.38%	NEW
50	SCHF	Schwab Intl Equity ETF	ETF-Other	0.38%	—	+4.12%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+1.5%

Performance Last 4 Quarters

+27.2%

Based on 76% of reported portfolio value with available pricing

Stdev: +13.6%
Beta: +1
Alpha: +2.1%
Max Drawdown: -8.3%
Annualized Perf: +21.4%
Batting Avg vs S&P: +58.3%
Sortino: +3.35
Stutzer: +0.45
Treynor: +0.21
Sterling: +1.32
Calmar: +2.59
Information Ratio: +0.49
Tracking Error: +4.1%
Stdev Down: +6.1%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +43.1%
Worst 12 Months: +12.6%
Efficiency Ratio: +0.68
Sharpe: +1.5
Stdev Sectors: +11.1%
Skewness: +0.35
Kurtosis: +0.74
Upside Potential: +4.84

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	235	$566.7M	34	1MSFT 2AAPL 3COST Top holdings2026-03-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.NVDA 6.AMZN 7.GOOGL 8.BRK-B 9.SCHD 10.AVGO
2025-12-31	74	$462.9M	9	1MSFT 2AAPL 3QQQ Top holdings2025-12-31 1.MSFT 2.AAPL 3.QQQ 4.NVDA 5.COST 6.AMZN 7.GOOGL 8.BRK-B 9.AVGO 10.SCHD
2025-09-30	77	$454.2M	22	1MSFT 2AAPL 3NVDA Top holdings2025-09-30 1.MSFT 2.AAPL 3.NVDA 4.QQQ 5.COST 6.AMZN 7.BRK-B 8.AVGO 9.GOOGL 10.ILCG
2025-06-30	78	$433.3M	0	1MSFT 2COST 3AAPL Top holdings2025-06-30 1.MSFT 2.COST 3.AAPL 4.QQQ 5.NVDA 6.AMZN 7.BRK-B 8.AVGO 9.SCHD 10.ILCG
2025-03-31	73	$376.0M	100	1MSFT 2AAPL 3COST Top holdings2025-03-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.BRK-B 6.NVDA 7.AMZN 8.SCHD 9.ILCG 10.SBUX
2024-12-31	72	$399.2M	0	1MSFT 2AAPL 3COST Top holdings2024-12-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.NVDA 6.AMZN 7.BRK-B 8.SCHD 9.GOOGL 10.ILCG
2024-09-30	70	$385.2M	0	1MSFT 2AAPL 3COST Top holdings2024-09-30 1.MSFT 2.AAPL 3.COST 4.QQQ 5.NVDA 6.BRK-B 7.AMZN 8.SCHD 9.ILCG 10.GOOGL
2024-06-30	71	$360.0M	0	1MSFT 2AAPL 3COST Top holdings2024-06-30 1.MSFT 2.AAPL 3.COST 4.QQQ 5.NVDA 6.AMZN 7.BRK-B 8.GOOGL 9.ILCG 10.SCHD
2024-03-31	66	$323.3M	0	1MSFT 2AAPL 3COST Top holdings2024-03-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.BRK-B 6.AMZN 7.NVDA 8.ILCG 9.SCHD 10.SBUX
2023-12-31	65	$298.9M	0	1MSFT 2AAPL 3QQQ Top holdings2023-12-31 1.MSFT 2.AAPL 3.QQQ 4.COST 5.BRK-B 6.AMZN 7.SBUX 8.ILCG 9.SCHD 10.GOOGL
2023-09-30	72	$277.0M	0	1MSFT 2AAPL 3QQQ Top holdings2023-09-30 1.MSFT 2.AAPL 3.QQQ 4.COST 5.BRK-B 6.AMZN 7.SBUX 8.ILCG 9.GOOGL 10.SCHD
2023-06-30	72	$289.9M	0	1MSFT 2AAPL 3QQQ Top holdings2023-06-30 1.MSFT 2.AAPL 3.QQQ 4.COST 5.BRK-B 6.SBUX 7.AMZN 8.ILCG 9.SCHD 10.GOOGL
2023-03-31	74	$267.3M	0	1MSFT 2AAPL 3QQQ Top holdings2023-03-31 1.MSFT 2.AAPL 3.QQQ 4.COST 5.SBUX 6.BRK-B 7.AMZN 8.ILCG 9.SCHD 10.GOOGL
2022-12-31	71	$238.6M	0	1MSFT 2AAPL 3COST Top holdings2022-12-31 1.MSFT 2.AAPL 3.COST 4.QQQ 5.BRK-B 6.SBUX 7.SCHD 8.ILCG 9.AMZN 10.GOOGL
2022-09-30	70	$212.6M	0	1MSFT 2AAPL 3COST Top holdings2022-09-30 1.MSFT 2.AAPL 3.COST 4.BRK-B 5.AMZN 6.SBUX 7.ILCG 8.SCHD 9.GOOGL 10.BSV
2022-06-30	72	$211.2M	0	1MSFT 2AAPL 3COST Top holdings2022-06-30 1.MSFT 2.AAPL 3.COST 4.BRK-B 5.AMZN 6.ILCG 7.SBUX 8.BSV 9.SCHD 10.HFWA
2022-03-31	66	$207.2M	0	1MSFT 2AAPL 3BSV Top holdings2022-03-31 1.MSFT 2.AAPL 3.BSV 4.SBUX 5.QQQ 6.ILCG 7.BRK-B 8.COST 9.VEU 10.GLD
2021-12-31	71	$263.6M	0	1MSFT 2AAPL 3QQQ Top holdings2021-12-31 1.MSFT 2.AAPL 3.QQQ 4.COST 5.ILCG 6.SBUX 7.BSV 8.BRK-B 9.SCHD 10.HFWA
2021-09-30	66	$228.1M	0	1MSFT 2AAPL 3QQQ Top holdings2021-09-30 1.MSFT 2.AAPL 3.QQQ 4.COST 5.ILCG 6.SBUX 7.BSV 8.BRK-B 9.SCHD 10.HFWA
2021-06-30	63	$218.2M	93	1MSFT 2AAPL 3QQQ Top holdings2021-06-30 1.MSFT 2.AAPL 3.QQQ 4.SBUX 5.ILCG 6.COST 7.BSV 8.BRK-B 9.SCHD 10.HFWA
2021-03-31	58	$191.5M	14	1MSFT 2AAPL 3QQQ Top holdings2021-03-31 1.MSFT 2.AAPL 3.QQQ 4.SBUX 5.ILCG 6.COST 7.BRK-B 8.BSV 9.HFWA 10.SCHD
2020-12-31	52	$169.1M	22	1MSFT 2AAPL 3QQQ Top holdings2020-12-31 1.MSFT 2.AAPL 3.QQQ 4.SBUX 5.ILCG 6.COST 7.BRK-B 8.HFWA 9.SCHB 10.BSV
2020-09-30	45	$136.8M	29	1MSFT 2AAPL 3QQQ Top holdings2020-09-30 1.MSFT 2.AAPL 3.QQQ 4.ILCG 5.SBUX 6.BRK-B 7.COST 8.HFWA 9.JNJ 10.SCHD
2020-06-30	47	$119.8M	24	1MSFT 2AAPL 3ILCG Top holdings2020-06-30 1.MSFT 2.AAPL 3.ILCG 4.SBUX 5.BRK-B 6.COST 7.JNJ 8.BA 9.INTC 10.CAT
2020-03-31	43	$97.0M	21	1MSFT 2AAPL 3ILCG Top holdings2020-03-31 1.MSFT 2.AAPL 3.ILCG 4.SBUX 5.BRK-B 6.COST 7.JNJ 8.INTC 9.CAT 10.TSBK
2019-12-31	44	$113.9M	26	1MSFT 2AAPL 3SBUX Top holdings2019-12-31 1.MSFT 2.AAPL 3.SBUX 4.ILCG 5.BRK-B 6.COST 7.BA 8.TSBK 9.JNJ 10.HFWA
2019-09-30	40	$91.4M	8	1MSFT 2AAPL 3ILCG Top holdings2019-09-30 1.MSFT 2.AAPL 3.ILCG 4.SBUX 5.BRK-B 6.COST 7.HFWA 8.JNJ 9.TSBK 10.CAT
2019-06-30	40	$88.9M	11	1MSFT 2ILCG 3AAPL Top holdings2019-06-30 1.MSFT 2.ILCG 3.AAPL 4.SBUX 5.BRK-B 6.COST 7.HFWA 8.JNJ 9.TSBK 10.CAT
2019-03-31	37	$80.3M	15	1MSFT 2ILCG 3AAPL Top holdings2019-03-31 1.MSFT 2.ILCG 3.AAPL 4.SBUX 5.BRK-B 6.COST 7.HFWA 8.JNJ 9.TSBK 10.CAT
2018-12-31	38	$71.4M	69	1MSFT 2ILCG 3AAPL Top holdings2018-12-31 1.MSFT 2.ILCG 3.AAPL 4.SBUX 5.BRK-B 6.COST 7.HFWA 8.JNJ 9.TSBK 10.VZ
2018-09-30	785	$133.9M	21	1MSFT 2AAPL 3ILCG Top holdings2018-09-30 1.MSFT 2.AAPL 3.ILCG 4.SBUX 5.BRK-B 6.AMZN 7.COST 8.HFWA 9.GOOGL 10.BA
2018-06-30	735	$112.0M	33	1MSFT 2ILCG 3AAPL Top holdings2018-06-30 1.MSFT 2.ILCG 3.AAPL 4.SBUX 5.BRK-B 6.AMZN 7.COST 8.HFWA 9.BA 10.GOOGL
2018-03-31	81	$92.2M	27	1ILCG 2MSFT 3AAPL Top holdings2018-03-31 1.ILCG 2.MSFT 3.AAPL 4.SBUX 5.73935A 6.BRK-B 7.AMZN 8.COST 9.HFWA 10.BA
2017-12-31	719	$111.1M	0	1ILCG 2MSFT 3AAPL Top holdings2017-12-31 1.ILCG 2.MSFT 3.AAPL 4.SBUX 5.73935A 6.BRK-B 7.HFWA 8.COST 9.AMZN 10.BA

Holding changes this quarter

Position changes disclosed by Kiley Juergens Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CAT	Caterpillar INC	—	-0.86%	Trim
2	SCHD	Schwab US Dvd Equity ETF	-0.3%	+0.25%	Add
3	COST	Costco Wholesale CORP	-0.4%	-0.29%	Trim
4	TSLA	Tesla INC	-0.5%	+1.66%	Add
5	ILCG	Ishares Morningstar Growth E	-0.8%	-0.78%	Trim
6	BRK-B	Berkshire Hathaway Inc-cl B	-1.1%	-2.67%	Trim
7	AVGO	Broadcom INC	-1.1%	-1.07%	Trim
8	GOOGL	Alphabet Inc-cl A	-1.2%	-1.15%	Trim
9	AMZN	Amazon.com INC	-1.2%	+1.04%	Add
10	NVDA	Nvidia CORP	-1.5%	+0.12%	Add
11	QQQ	Invesco Qqq Trust Series 1	-1.7%	-0.73%	Trim
12	AAPL	Apple INC	-2%	-0.40%	Trim
13	MSFT	Microsoft CORP	-4.5%	-0.68%	Trim
14	GEV	GE Vernova INC	—	NEW	New buy
15	LLY	Eli Lilly & Co	—	NEW	New buy
16	META	Meta Platforms Inc-class A	—	NEW	New buy
17	ETN	Eaton Corporation plc	—	NEW	New buy
18	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
19	CRWD	Crowdstrike Holdings INC - A	—	NEW	New buy
20	V	Visa Inc-class A Shares	—	NEW	New buy
21	NET	Cloudflare INC - Class A	—	NEW	New buy
22	HD	Home Depot INC	—	NEW	New buy
23	WM	Waste Management INC	—	NEW	New buy
24	IWB	Ishares Russell 1000 ETF	—	NEW	New buy
25	VOO	Vanguard S&p 500 ETF	—	NEW	New buy
26	IWM	Ishares Russell 2000 ETF	—	NEW	New buy
27	VO	Vanguard Mid-cap ETF	—	NEW	New buy
28	LMT	Lockheed Martin CORP	—	NEW	New buy
29	VUG	Vanguard Growth ETF	—	NEW	New buy
30	ABBV	Abbvie INC	—	NEW	New buy
31	UNP	Union Pacific CORP	—	NEW	New buy
32	URI	United Rentals INC	—	NEW	New buy
33	GE	General Electric	—	NEW	New buy
34	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	New buy
35	VHT	Vanguard Health Care ETF	—	NEW	New buy
36	IYW	Ishares Ustechnology ETF	—	NEW	New buy
37	DE	Deere & Co	—	NEW	New buy
38	RTX	Rtx CORP	—	NEW	New buy
39	AMAT	Applied Materials INC	—	NEW	New buy
40	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy
41	ORCL	Oracle CORP	—	NEW	New buy
42	AMGN	Amgen INC	—	NEW	New buy
43	HON	Honeywell International INC	—	NEW	New buy
44	VB	Vanguard Small-cap ETF	—	NEW	New buy
45	VGT	Vanguard Info Tech ETF	—	NEW	New buy
46	AMD	Advanced Micro Devices	—	NEW	New buy
47	DHR	Danaher CORP	—	NEW	New buy
48	COP	Conocophillips	—	NEW	New buy
49	TMUS	T-mobile US INC	—	NEW	New buy
50	DUK	Duke Energy CORP	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-28	13F-HR	View on EDGAR
2025-12-31	2026-01-26	13F-HR	View on EDGAR
2025-09-30	2025-10-22	13F-HR	View on EDGAR
2025-06-30	2025-07-16	13F-HR	View on EDGAR
2025-03-31	2025-04-21	13F-HR	View on EDGAR
2024-12-31	2025-01-16	13F-HR	View on EDGAR
2024-09-30	2024-10-15	13F-HR	View on EDGAR
2024-06-30	2024-07-23	13F-HR	View on EDGAR
2024-03-31	2024-04-19	13F-HR	View on EDGAR
2023-12-31	2024-01-30	13F-HR	View on EDGAR
2023-09-30	2023-10-17	13F-HR	View on EDGAR
2023-06-30	2023-07-26	13F-HR	View on EDGAR
2023-03-31	2023-05-02	13F-HR	View on EDGAR
2022-12-31	2023-02-06	13F-HR	View on EDGAR
2022-09-30	2022-10-11	13F-HR	View on EDGAR
2022-06-30	2022-07-29	13F-HR	View on EDGAR
2022-03-31	2022-04-27	Amendment	View on EDGAR
2022-03-31	2022-04-12	13F-HR	View on EDGAR
2021-12-31	2022-01-20	13F-HR	View on EDGAR
2021-09-30	2021-10-13	13F-HR	View on EDGAR
2021-06-30	2021-07-22	13F-HR	View on EDGAR
2021-03-31	2021-04-29	13F-HR	View on EDGAR
2020-12-31	2021-01-19	13F-HR	View on EDGAR
2020-09-30	2020-10-23	13F-HR	View on EDGAR
2020-06-30	2020-07-14	13F-HR	View on EDGAR
2020-03-31	2020-04-17	13F-HR	View on EDGAR
2019-12-31	2020-01-21	13F-HR	View on EDGAR
2019-09-30	2019-10-15	13F-HR	View on EDGAR
2019-06-30	2019-07-11	13F-HR	View on EDGAR
2019-03-31	2019-04-12	13F-HR	View on EDGAR
2018-12-31	2019-01-15	13F-HR	View on EDGAR
2018-09-30	2018-10-10	13F-HR	View on EDGAR
2018-06-30	2018-07-23	13F-HR	View on EDGAR
2018-03-31	2018-04-23	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR