Executive Wealth Group

Executive Wealth Group as of June 30, 2020

Portfolio Holdings for Executive Wealth Group

Executive Wealth Group holds 43 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boeing Company (BA) 11.6 $15M 79k 183.30
Vanguard Index Fds Total Stk Mkt (VTI) 8.6 $11M 68k 156.53
Vanguard World Fds Health Car Etf (VHT) 8.1 $10M 52k 192.65
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 7.3 $9.1M 234k 38.79
Vanguard Whitehall Fds High Div Yld (VYM) 5.9 $7.4M 93k 78.78
Vanguard World Fds Financials Etf (VFH) 5.4 $6.8M 118k 57.20
Ishares Tr China Lg-cap Etf (FXI) 5.1 $6.4M 161k 39.70
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 5.0 $6.2M 123k 50.33
Microsoft Corporation (MSFT) 4.7 $5.9M 29k 203.51
Amazon (AMZN) 4.3 $5.4M 2.0k 2758.82
Vanguard World Fds Inf Tech Etf (VGT) 3.5 $4.3M 16k 278.71
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.4 $4.3M 45k 95.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.4 $4.2M 48k 88.34
Ishares Tr Global Tech Etf (IXN) 3.0 $3.8M 16k 235.54
Spdr Index Shs Fds S&p China Etf (GXC) 2.6 $3.3M 32k 104.92
Vanguard Index Fds Extend Mkt Etf (VXF) 2.3 $2.9M 25k 118.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $2.7M 69k 39.61
Starbucks Corporation (SBUX) 1.7 $2.1M 28k 73.59
Visa Com Cl A (V) 1.5 $1.9M 9.7k 193.16
Vanguard World Fds Consum Dis Etf (VCR) 1.5 $1.8M 9.1k 200.00
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.2M 19k 60.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.0M 21k 49.17
Apple (AAPL) 0.8 $999k 2.7k 364.76
Ishares Tr National Mun Etf (MUB) 0.8 $970k 8.4k 115.39
Nikola Corp (NKLA) 0.6 $810k 12k 67.53
Rbc Cad (RY) 0.5 $605k 8.9k 67.86
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.4 $554k 8.7k 63.65
Altria (MO) 0.4 $521k 13k 39.25
Amgen (AMGN) 0.4 $499k 2.1k 235.87
Adient Ord Shs (ADNT) 0.4 $462k 28k 16.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $389k 1.6k 247.59
Intel Corporation (INTC) 0.3 $340k 5.7k 59.83
Wisdomtree Tr Us High Dividend (DHS) 0.3 $331k 5.3k 62.28
Ishares Tr Core Msci Euro (IEUR) 0.3 $325k 7.6k 42.76
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $308k 1.4k 215.70
Costco Wholesale Corporation (COST) 0.2 $301k 993.00 303.14
Proshares Tr Shrt 20+yr Tre (TBF) 0.2 $278k 18k 15.45
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $263k 2.1k 125.08
Alaska Air (ALK) 0.2 $261k 7.2k 36.26
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $254k 2.2k 117.20
Ishares Tr Russell 2000 Etf (IWM) 0.2 $224k 1.6k 143.20
Morgan Stanley Com New (MS) 0.2 $218k 4.5k 48.30
Facebook Cl A (META) 0.2 $204k 900.00 227.07