| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
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.