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Executive Wealth Group Llc

Portfolio Manager
Executive Wealth Group Llc
Performance
0% (N/A)
AUM (13F)
$480.43M
# of Holdings
57
Performance Rank
N/A
Allocation (Top 20)
N/A

Executive Wealth Group Llc Holdings Map

Top 50 Executive Wealth Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BA
BOEING CO
11.61%276.1K$55.8M
+228.96%(+192.19K)
2023-Q4: 83.9K shares2024-Q1: 276.1K shares2024-03-31
VTI
VANGUARD INDEX FDS
9.66%185.1K$46.4M
+199.63%(+123.30K)
2023-Q4: 61.8K shares2024-Q1: 185.1K shares2024-03-31
VHT
VANGUARD WORLD FD
7.9%143.6K$37.9M
+199.21%(+95.60K)
2023-Q4: 48.0K shares2024-Q1: 143.6K shares2024-03-31
VYM
VANGUARD WHITEHALL FDS
7.08%292.3K$34.0M
+199.40%(+194.67K)
2023-Q4: 97.6K shares2024-Q1: 292.3K shares2024-03-31
VFH
VANGUARD WORLD FD
6.58%322.2K$31.6M
+200.25%(+214.91K)
2023-Q4: 107.3K shares2024-Q1: 322.2K shares2024-03-31
MSFT
MICROSOFT CORP
6.57%76.8K$31.5M
+199.84%(+51.20K)
2023-Q4: 25.6K shares2024-Q1: 76.8K shares2024-03-31
VEA
VANGUARD TAX-MANAGED FDS
6.5%640.4K$31.2M
+201.30%(+427.88K)
2023-Q4: 212.6K shares2024-Q1: 640.4K shares2024-03-31
VGT
VANGUARD WORLD FD
5.79%54.4K$27.8M
+199.72%(+36.22K)
2023-Q4: 18.1K shares2024-Q1: 54.4K shares2024-03-31
VGK
VANGUARD INTL EQUITY INDEX F
5.09%373.5K$24.4M
+200.03%(+249.01K)
2023-Q4: 124.5K shares2024-Q1: 373.5K shares2024-03-31
IXN
ISHARES TR
4.31%284.6K$20.7M
+200.00%(+189.70K)
2023-Q4: 94.9K shares2024-Q1: 284.6K shares2024-03-31

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