Executive Wealth Group

Executive Wealth Group as of March 31, 2018

Portfolio Holdings for Executive Wealth Group

Executive Wealth Group holds 35 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boeing Company (BA) 15.9 $18M 56k 327.88
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 9.5 $11M 250k 44.25
Vanguard Index Fds Total Stk Mkt (VTI) 7.8 $9.0M 67k 135.72
Vanguard World Fds Health Car Etf (VHT) 7.0 $8.1M 53k 153.53
Vanguard World Fds Financials Etf (VFH) 6.7 $7.7M 111k 69.47
Ishares Tr China Lg-cap Etf (FXI) 6.7 $7.7M 164k 47.24
Vanguard Whitehall Fds High Div Yld (VYM) 6.6 $7.7M 93k 82.49
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 6.6 $7.7M 132k 58.15
Vanguard Bd Index Total Bnd Mrkt (BND) 3.5 $4.1M 51k 79.93
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.5 $4.1M 48k 84.84
Spdr Index Shs Fds S&p China Etf (GXC) 3.0 $3.5M 31k 110.69
Vanguard Index Fds Extend Mkt Etf (VXF) 2.6 $3.0M 27k 111.56
Amazon (AMZN) 2.4 $2.8M 2.0k 1447.34
Ishares Tr Global Tech Etf (IXN) 2.3 $2.6M 17k 158.33
Vanguard World Fds Inf Tech Etf (VGT) 2.1 $2.4M 14k 171.00
Microsoft Corporation (MSFT) 2.1 $2.4M 26k 91.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $2.4M 51k 46.98
Starbucks Corporation (SBUX) 1.4 $1.6M 27k 57.89
Vanguard World Fds Consum Dis Etf (VCR) 1.3 $1.5M 9.5k 158.63
Ishares Tr Msci Eafe Etf (EFA) 1.2 $1.3M 19k 69.68
Visa Com Cl A (V) 1.0 $1.2M 9.6k 119.62
Ishares Tr National Mun Etf (MUB) 0.8 $876k 8.0k 108.94
Apple (AAPL) 0.5 $617k 3.7k 167.78
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $612k 8.4k 72.95
Wisdomtree Tr Us High Dividend (DHS) 0.5 $611k 9.0k 68.12
Adient Ord Shs (ADNT) 0.4 $455k 7.6k 59.76
Proshares Tr Shrt 20+yr Tre (TBF) 0.4 $422k 19k 22.70
Vanguard Star Vg Tl Intl Stk F (VXUS) 0.3 $388k 6.9k 56.55
Amgen (AMGN) 0.3 $361k 2.1k 170.48
Intel Corporation (INTC) 0.2 $290k 5.6k 52.08
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $248k 1.4k 183.54
Powershares Qqq Trust Unit Ser 1 0.2 $247k 1.5k 160.13
Morgan Stanley Com New (MS) 0.2 $229k 4.2k 53.95
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $222k 2.1k 105.48
Vanguard Group Div App Etf (VIG) 0.2 $217k 2.2k 101.07