Executive Wealth Group

Executive Wealth Group as of March 31, 2020

Portfolio Holdings for Executive Wealth Group

Executive Wealth Group holds 38 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Boeing Company (BA) 11.1 $12M 78k 149.14
Vanguard Index Fds Total Stk Mkt (VTI) 8.6 $8.9M 69k 128.91
Vanguard World Fds Health Car Etf (VHT) 8.3 $8.7M 52k 166.09
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.5 $7.8M 234k 33.34
Vanguard Whitehall Fds High Div Yld (VYM) 6.4 $6.7M 95k 70.75
Ishares Tr China Lg-cap Etf (FXI) 5.8 $6.0M 161k 37.54
Vanguard World Fds Financials Etf (VFH) 5.7 $6.0M 118k 50.72
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 5.1 $5.3M 124k 43.28
Microsoft Corporation (MSFT) 4.4 $4.6M 29k 157.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.0 $4.2M 49k 85.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.9 $4.0M 46k 87.09
Amazon (AMZN) 3.7 $3.8M 2.0k 1949.72
Vanguard World Fds Inf Tech Etf (VGT) 3.2 $3.3M 16k 211.90
Ishares Tr Global Tech Etf (IXN) 2.8 $2.9M 16k 182.36
Spdr Index Shs Fds S&p China Etf (GXC) 2.8 $2.9M 32k 91.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $2.3M 70k 33.55
Vanguard Index Fds Extend Mkt Etf (VXF) 2.1 $2.2M 25k 90.54
Starbucks Corporation (SBUX) 1.8 $1.9M 28k 65.74
Visa Com Cl A (V) 1.5 $1.6M 9.6k 161.12
Vanguard World Fds Consum Dis Etf (VCR) 1.3 $1.3M 9.1k 145.36
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.0M 19k 53.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $968k 23k 41.96
Ishares Tr National Mun Etf (MUB) 0.9 $945k 8.4k 113.01
Apple (AAPL) 0.7 $751k 3.0k 254.28
Rbc Cad (RY) 0.5 $547k 8.8k 61.96
Altria (MO) 0.5 $503k 13k 38.67
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $478k 8.7k 55.16
Amgen (AMGN) 0.4 $429k 2.1k 202.73
Intel Corporation (INTC) 0.3 $307k 5.7k 54.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $299k 1.6k 190.45
Wisdomtree Tr Us High Dividend (DHS) 0.3 $297k 5.3k 56.60
Proshares Tr Shrt 20+yr Tre (TBF) 0.3 $278k 18k 15.52
Ishares Tr Core Msci Euro (IEUR) 0.3 $278k 7.5k 37.08
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $277k 1.4k 194.48
Adient Ord Shs (ADNT) 0.2 $255k 28k 9.07
Costco Wholesale Corporation (COST) 0.2 $254k 892.00 285.25
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $224k 2.2k 103.41
Global Eagle Acquisition Cor 0.0 $6.6k 42k 0.16