Executive Wealth Group

Executive Wealth Group as of Dec. 31, 2020

Portfolio Holdings for Executive Wealth Group

Executive Wealth Group holds 45 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boeing Company (BA) 10.3 $15M 71k 214.06
Vanguard Index Fds Total Stk Mkt (VTI) 8.6 $13M 66k 194.64
Vanguard World Fds Health Car Etf (VHT) 8.1 $12M 54k 223.73
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.1 $11M 223k 47.21
Vanguard World Fds Financials Etf (VFH) 5.8 $8.6M 118k 72.85
Vanguard Whitehall Fds High Div Yld (VYM) 5.7 $8.5M 93k 91.51
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 5.2 $7.8M 129k 60.24
Ishares Tr China Lg-cap Etf (FXI) 5.1 $7.6M 163k 46.43
Microsoft Corporation (MSFT) 4.3 $6.4M 29k 222.42
Amazon (AMZN) 4.3 $6.4M 2.0k 3256.93
Vanguard World Fds Inf Tech Etf (VGT) 3.9 $5.7M 16k 353.79
Ishares Tr Global Tech Etf (IXN) 3.3 $4.8M 16k 300.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $4.4M 45k 97.14
Spdr Index Shs Fds S&p China Etf (GXC) 2.9 $4.3M 33k 130.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $4.2M 48k 88.19
Vanguard Index Fds Extend Mkt Etf (VXF) 2.7 $4.1M 25k 164.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $3.7M 75k 50.11
Starbucks Corporation (SBUX) 2.1 $3.1M 29k 106.98
Vanguard World Fds Consum Dis Etf (VCR) 1.7 $2.6M 9.4k 275.17
Visa Com Cl A (V) 1.4 $2.1M 9.7k 218.72
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.4M 19k 72.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.3M 21k 60.16
Apple (AAPL) 0.7 $1.1M 8.0k 132.69
Ishares Tr National Mun Etf (MUB) 0.7 $992k 8.5k 117.21
Adient Ord Shs (ADNT) 0.7 $978k 28k 34.77
Rbc Cad (RY) 0.5 $745k 9.1k 82.10
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $704k 8.8k 79.59
Altria (MO) 0.4 $610k 15k 41.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $496k 1.6k 313.83
Amgen (AMGN) 0.3 $487k 2.1k 229.93
Ishares Tr Core Msci Euro (IEUR) 0.3 $394k 7.7k 51.28
Proshares Tr Pshs Ult S&p 500 (SSO) 0.3 $384k 4.2k 91.35
Wisdomtree Tr Us High Dividend (DHS) 0.3 $378k 5.5k 69.36
Costco Wholesale Corporation (COST) 0.3 $376k 998.00 376.88
Alaska Air (ALK) 0.3 $375k 7.2k 52.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $332k 1.4k 232.73
Square Cl A (SQ) 0.2 $327k 1.5k 217.64
Morgan Stanley Com New (MS) 0.2 $313k 4.6k 68.53
Ishares Tr Russell 2000 Etf (IWM) 0.2 $309k 1.6k 196.04
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $305k 2.2k 141.20
Intel Corporation (INTC) 0.2 $285k 5.7k 49.82
Proshares Tr Shrt 20+yr Tre (TBF) 0.2 $283k 18k 15.78
Facebook Cl A (META) 0.2 $246k 900.00 273.16
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $237k 2.0k 120.23
Philip Morris International (PM) 0.1 $202k 2.4k 82.78