Executive Wealth Group

Executive Wealth Group as of Dec. 31, 2019

Portfolio Holdings for Executive Wealth Group

Executive Wealth Group holds 39 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boeing Company (BA) 14.4 $19M 58k 325.76
Vanguard Index Fds Total Stk Mkt (VTI) 8.6 $11M 69k 163.62
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 7.8 $10M 233k 44.06
Vanguard World Fds Health Car Etf (VHT) 7.6 $10M 52k 191.74
Vanguard World Fds Financials Etf (VFH) 6.8 $9.0M 118k 76.28
Vanguard Whitehall Fds High Div Yld (VYM) 6.7 $8.8M 94k 93.71
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 5.7 $7.6M 129k 58.60
Ishares Tr China Lg-cap Etf (FXI) 5.3 $7.1M 162k 43.63
Microsoft Corporation (MSFT) 3.5 $4.6M 29k 157.70
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.2 $4.2M 46k 91.33
Vanguard Bd Index Total Bnd Mrkt (BND) 3.1 $4.1M 49k 83.86
Vanguard World Fds Inf Tech Etf (VGT) 2.8 $3.7M 15k 244.84
Amazon (AMZN) 2.8 $3.6M 2.0k 1847.84
Ishares Tr Global Tech Etf (IXN) 2.6 $3.4M 16k 210.49
Vanguard Index Fds Extend Mkt Etf (VXF) 2.5 $3.3M 26k 125.99
Spdr Index Shs Fds S&p China Etf (GXC) 2.5 $3.2M 32k 102.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $3.0M 68k 44.47
Starbucks Corporation (SBUX) 1.9 $2.5M 28k 87.92
Visa Com Cl A (V) 1.4 $1.8M 9.6k 187.91
Vanguard World Fds Consum Dis Etf (VCR) 1.3 $1.7M 9.1k 189.48
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.3M 19k 69.44
Vanguard Star Vg Tl Intl Stk F (VXUS) 1.0 $1.3M 23k 55.69
Ishares Tr National Mun Etf (MUB) 0.7 $950k 8.3k 113.91
Apple (AAPL) 0.6 $824k 2.8k 293.63
Rbc Cad (RY) 0.5 $691k 8.7k 79.02
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $617k 8.9k 69.58
Amgen (AMGN) 0.4 $510k 2.1k 241.08
Wisdomtree Tr Us High Dividend (DHS) 0.3 $401k 5.2k 76.81
Proshares Tr Shrt 20+yr Tre (TBF) 0.3 $366k 19k 19.61
Adient Ord Shs (ADNT) 0.3 $365k 17k 21.25
Intel Corporation (INTC) 0.3 $339k 5.7k 59.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $334k 1.6k 212.66
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $317k 2.1k 150.84
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $303k 1.4k 212.10
Vanguard Group Div App Etf (VIG) 0.2 $270k 2.2k 124.68
Costco Wholesale Corporation (COST) 0.2 $262k 892.00 293.92
Alaska Air (ALK) 0.2 $249k 3.7k 67.75
Morgan Stanley Com New (MS) 0.2 $227k 4.4k 51.12
Global Eagle Acquisition Cor 0.0 $21k 42k 0.50