Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BOEING CO | 26 | Q1 2024 | 19.8% |
VANGUARD INDEX FDS | 26 | Q1 2024 | 9.8% |
VANGUARD WORLD FDS | 26 | Q1 2024 | 9.7% |
VANGUARD TAX-MANAGED INTL FD | 26 | Q1 2024 | 9.8% |
VANGUARD WHITEHALL FDS INC | 26 | Q1 2024 | 8.1% |
VANGUARD WORLD FDS | 26 | Q1 2024 | 7.0% |
VANGUARD INTL EQUITY INDEX F | 26 | Q1 2024 | 7.0% |
MICROSOFT CORP | 26 | Q1 2024 | 6.6% |
ISHARES TR | 26 | Q1 2024 | 6.7% |
VANGUARD WORLD FDS | 26 | Q1 2024 | 5.8% |
View EXECUTIVE WEALTH GROUP LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-11 |
13F-HR | 2024-03-12 |
13F-HR | 2024-03-12 |
13F-HR | 2024-03-12 |
13F-HR | 2024-03-12 |
13F-HR | 2024-03-12 |
13F-HR | 2024-03-12 |
13F-HR | 2024-03-12 |
13F-HR | 2024-03-12 |
13F-HR | 2024-03-12 |
View EXECUTIVE WEALTH GROUP LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.