Executive Wealth Group

Executive Wealth Group as of Sept. 30, 2018

Portfolio Holdings for Executive Wealth Group

Executive Wealth Group holds 36 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boeing Company (BA) 13.1 $16M 43k 371.90
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 9.2 $11M 258k 43.27
Vanguard Index Fds Total Stk Mkt (VTI) 8.6 $10M 69k 149.65
Vanguard World Fds Health Car Etf (VHT) 7.9 $9.5M 53k 180.41
Vanguard Whitehall Fds High Div Yld (VYM) 7.3 $8.8M 101k 87.09
Vanguard World Fds Financials Etf (VFH) 6.8 $8.2M 118k 69.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 6.6 $7.9M 141k 56.22
Ishares Tr China Lg-cap Etf (FXI) 5.8 $7.0M 162k 42.82
Vanguard Bd Index Total Bnd Mrkt (BND) 3.3 $4.0M 51k 78.70
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.3 $4.0M 48k 83.53
Amazon (AMZN) 3.2 $3.9M 2.0k 2003.00
Vanguard World Fds Inf Tech Etf (VGT) 2.7 $3.3M 16k 202.56
Vanguard Index Fds Extend Mkt Etf (VXF) 2.7 $3.3M 27k 122.62
Spdr Index Shs Fds S&p China Etf (GXC) 2.7 $3.2M 33k 96.67
Microsoft Corporation (MSFT) 2.5 $3.0M 27k 114.37
Ishares Tr Global Tech Etf (IXN) 2.3 $2.8M 16k 175.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.5M 60k 41.00
Vanguard World Fds Consum Dis Etf (VCR) 1.3 $1.6M 9.0k 180.46
Starbucks Corporation (SBUX) 1.3 $1.6M 28k 56.84
Visa Com Cl A (V) 1.2 $1.4M 9.6k 150.10
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.3M 18k 67.99
Ishares Tr National Mun Etf (MUB) 0.7 $876k 8.1k 107.94
Apple (AAPL) 0.7 $812k 3.6k 225.75
Wisdomtree Tr Us High Dividend (DHS) 0.5 $659k 9.1k 72.16
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $601k 8.5k 71.10
Amgen (AMGN) 0.4 $439k 2.1k 207.29
Proshares Tr Shrt 20+yr Tre (TBF) 0.4 $436k 19k 23.40
Vanguard Star Vg Tl Intl Stk F (VXUS) 0.3 $370k 6.9k 54.00
Adient Ord Shs (ADNT) 0.2 $300k 7.6k 39.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $288k 1.6k 185.77
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $268k 2.1k 127.52
Intel Corporation (INTC) 0.2 $264k 5.6k 47.29
Vanguard Group Div App Etf (VIG) 0.2 $240k 2.2k 110.72
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $222k 1.4k 164.76
Costco Wholesale Corporation (COST) 0.2 $208k 887.00 234.75
Global Eagle Acquisition Cor 0.1 $101k 36k 2.82