Top 50 Executive Wealth Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | 11.61% | 276.1K | $55.8M | +228.96%(+192.19K) | — | 2024-03-31 | |
| VTI | VANGUARD INDEX FDS | 9.66% | 185.1K | $46.4M | +199.63%(+123.30K) | — | 2024-03-31 | |
| VHT | VANGUARD WORLD FD | 7.9% | 143.6K | $37.9M | +199.21%(+95.60K) | — | 2024-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.08% | 292.3K | $34.0M | +199.40%(+194.67K) | — | 2024-03-31 | |
| VFH | VANGUARD WORLD FD | 6.58% | 322.2K | $31.6M | +200.25%(+214.91K) | — | 2024-03-31 | |
| MSFT | MICROSOFT CORP | 6.57% | 76.8K | $31.5M | +199.84%(+51.20K) | — | 2024-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.5% | 640.4K | $31.2M | +201.30%(+427.88K) | — | 2024-03-31 | |
| VGT | VANGUARD WORLD FD | 5.79% | 54.4K | $27.8M | +199.72%(+36.22K) | — | 2024-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 5.09% | 373.5K | $24.4M | +200.03%(+249.01K) | — | 2024-03-31 | |
| IXN | ISHARES TR | 4.31% | 284.6K | $20.7M | +200.00%(+189.70K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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