Executive Wealth Group

Executive Wealth Group as of June 30, 2018

Portfolio Holdings for Executive Wealth Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boeing Company (BA) 10.6 $12M 36k 335.51
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 9.8 $11M 258k 42.90
Vanguard Index Fds Total Stk Mkt (VTI) 8.8 $9.9M 70k 140.43
Vanguard World Fds Health Car Etf (VHT) 7.5 $8.4M 53k 159.14
Vanguard Whitehall Fds High Div Yld (VYM) 7.4 $8.4M 101k 83.05
Vanguard World Fds Financials Etf (VFH) 7.0 $7.9M 117k 67.45
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 7.0 $7.9M 141k 56.13
Ishares Tr China Lg-cap Etf (FXI) 6.2 $7.0M 163k 42.97
Vanguard Bd Index Total Bnd Mrkt (BND) 3.6 $4.0M 51k 79.19
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.5 $4.0M 48k 83.52
Spdr Index Shs Fds S&p China Etf (GXC) 3.1 $3.5M 33k 104.78
Amazon (AMZN) 3.0 $3.3M 2.0k 1699.80
Vanguard Index Fds Extend Mkt Etf (VXF) 2.8 $3.1M 27k 117.80
Vanguard World Fds Inf Tech Etf (VGT) 2.6 $2.9M 16k 181.40
Ishares Tr Global Tech Etf (IXN) 2.4 $2.7M 17k 164.50
Microsoft Corporation (MSFT) 2.3 $2.6M 26k 98.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $2.5M 60k 42.20
Vanguard World Fds Consum Dis Etf (VCR) 1.3 $1.5M 8.9k 169.63
Starbucks Corporation (SBUX) 1.2 $1.3M 27k 48.85
Visa Com Cl A (V) 1.1 $1.3M 9.6k 132.45
Ishares Tr Msci Eafe Etf (EFA) 1.1 $1.2M 18k 66.97
Ishares Tr National Mun Etf (MUB) 0.8 $881k 8.1k 109.04
Apple (AAPL) 0.6 $664k 3.6k 185.11
Wisdomtree Tr Us High Dividend (DHS) 0.6 $632k 9.0k 69.94
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $592k 8.5k 69.98
Proshares Tr Shrt 20+yr Tre (TBF) 0.4 $421k 19k 22.64
Amgen (AMGN) 0.3 $391k 2.1k 184.59
Adient Ord Shs (ADNT) 0.3 $375k 7.6k 49.19
Vanguard Star Vg Tl Intl Stk F (VXUS) 0.3 $371k 6.9k 54.10
Intel Corporation (INTC) 0.2 $277k 5.6k 49.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $266k 1.5k 171.60
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $251k 1.4k 185.53
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $234k 2.1k 111.29
Vanguard Group Div App Etf (VIG) 0.2 $219k 2.2k 101.64
Morgan Stanley Com New (MS) 0.2 $202k 4.3k 47.40
Global Eagle Acquisition Cor 0.1 $90k 36k 2.52