Instuitional Investor - Executive Wealth Group Llc
Fund Profile
Filing Period:
| Fund Name: | Executive Wealth Group Llc |
| Portfolio Value | $480,425,360 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BA | 276,131 | $55,794,852 | 11.61% | |
| 2. | Vanguard Index Fds | 185,069 | $46,413,517 | 9.66% | |
| 3. | Vanguard World Fund | 143,595 | $37,934,059 | 7.9% | |
| 4. | Vanguard Whitehall Funds | 292,300 | $33,994,099 | 7.08% | |
| 5. | Vanguard World Fund | 322,226 | $31,611,581 | 6.58% |
