0001542611-22-000001.txt : 20220203 0001542611-22-000001.hdr.sgml : 20220203 20220203155640 ACCESSION NUMBER: 0001542611-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Executive Wealth Management, LLC CENTRAL INDEX KEY: 0001542611 IRS NUMBER: 205413230 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19423 FILM NUMBER: 22588132 BUSINESS ADDRESS: STREET 1: 135 W NORTH STREET STREET 2: SUITE 1 CITY: BRIGHTON STATE: MI ZIP: 48116 BUSINESS PHONE: 8102296446 MAIL ADDRESS: STREET 1: 135 W NORTH STREET STREET 2: SUITE 1 CITY: BRIGHTON STATE: MI ZIP: 48116 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001542611 XXXXXXXX 12-31-2021 12-31-2021 Executive Wealth Management, LLC

135 W NORTH STREET SUITE 1 BRIGHTON MI 48116

13F HOLDINGS REPORT 028-19423 N Kyrstin Ritsema 810-355-7939 Kyrstin N. Ritsema Brighton MI 02-03-2022 0 198 455093 false INFORMATION TABLE 2 ewm_13F12312021.xml 3M CO COM 88579Y101 220 1241 SH SOLE 0 0 1241 ABBVIE INC COM 00287Y109 338 2500 SH SOLE 0 0 2500 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 10131 24439 SH SOLE 0 0 24439 ADVANCED MICRO DEVICES INC COM 007903107 3611 25097 SH SOLE 0 0 25097 ALBEMARLE CORP COM 012653101 243 1041 SH SOLE 0 0 1041 ALPHABET INC CAP STK CL A 02079K305 6783 2341 SH SOLE 0 0 2341 ALPHABET INC CAP STK CL C 02079K107 2222 768 SH SOLE 0 0 768 AMARIN CORP PLC SPONS ADR NEW 023111206 40 12000 SH SOLE 0 0 12000 AMAZON COM INC COM 023135106 7113 2133 SH SOLE 0 0 2133 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 2138 33738 SH SOLE 0 0 33738 AMERICAN CENTY ETF TR QUALITY DIVRSFED 025072406 897 17451 SH SOLE 0 0 17451 AMGEN INC COM 031162100 6777 30127 SH SOLE 0 0 30127 AMPHENOL CORP NEW CL A 032095101 1742 19919 SH SOLE 0 0 19919 ANALOG DEVICES INC COM 032654105 1549 8817 SH SOLE 0 0 8817 ANSYS INC COM 03662Q105 4205 10483 SH 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7804 19616 SH SOLE 0 0 19616 ISHARES GOLD TR ISHARES NEW 464285204 3981 114366 SH SOLE 0 0 114366 ISHARES INC MSCI EMERG MRKT 464286533 5886 93698 SH SOLE 0 0 93698 ISHARES TR 0-5 YR TIPS ETF 46429B747 7075 66826 SH SOLE 0 0 66826 ISHARES TR 1 3 YR TREAS BD 464287457 5804 67855 SH SOLE 0 0 67855 ISHARES TR 20 YR TR BD ETF 464287432 3967 26770 SH SOLE 0 0 26770 ISHARES TR CORE S&P MCP ETF 464287507 506 1788 SH SOLE 0 0 1788 ISHARES TR CORE S&P SCP ETF 464287804 17848 155870 SH SOLE 0 0 155870 ISHARES TR CORE S&P TTL STK 464287150 61220 572258 SH SOLE 0 0 572258 ISHARES TR CORE S&P500 ETF 464287200 982 2060 SH SOLE 0 0 2060 ISHARES TR CORE US AGGBD ET 464287226 621 5443 SH SOLE 0 0 5443 ISHARES TR CRE U S REIT ETF 464288521 4408 65224 SH SOLE 0 0 65224 ISHARES TR FALN ANGLS USD 46435G474 7438 248191 SH SOLE 0 0 248191 ISHARES TR IBONDS DEC 46435U697 650 24252 SH SOLE 0 0 24252 ISHARES TR ISHARES SEMICDTR 464287523 397 732 SH SOLE 0 0 732 ISHARES TR MSCI ACWI EX US 464288240 753 13559 SH 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SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 584 7582 SH SOLE 0 0 7582 SHERWIN WILLIAMS CO COM 824348106 1833 5207 SH SOLE 0 0 5207 SHOPIFY INC CL A 82509L107 300 218 SH SOLE 0 0 218 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 532 1465 SH SOLE 0 0 1465 SPDR GOLD TR GOLD SHS 78463V107 5443 31838 SH SOLE 0 0 31838 SPDR S&P 500 ETF TR TR UNIT 78462F103 1232 2594 SH SOLE 0 0 2594 SPDR SER TR NUVEEN BBG BRCLY 78464A284 3761 62612 SH SOLE 0 0 62612 SPDR SER TR PORTFOLIO S&P500 78464A854 26451 473780 SH SOLE 0 0 473780 SPDR SER TR PRTFLO S&P500 GW 78464A409 34867 481131 SH SOLE 0 0 481131 SPDR SER TR PRTFLO S&P500 VL 78464A508 15197 361853 SH SOLE 0 0 361853 SPDR SER TR S&P 400 MDCP GRW 78464A821 3223 39538 SH SOLE 0 0 39538 SPOTIFY TECHNOLOGY S A SHS L8681T102 247 1059 SH SOLE 0 0 1059 SQUARE INC CL A 852234103 623 3860 SH SOLE 0 0 3860 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 1865 38198 SH SOLE 0 0 38198 STARBUCKS CORP COM 855244109 1906 16296 SH SOLE 0 0 16296 STRATEGY SHS NS 7HANDL 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1949 SH SOLE 0 0 1949 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 395 905 SH SOLE 0 0 905 VANGUARD INDEX FDS TOTAL STK MKT 922908769 514 2131 SH SOLE 0 0 2131 VANGUARD INDEX FDS VALUE ETF 922908744 809 5503 SH SOLE 0 0 5503 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 12179 198747 SH SOLE 0 0 198747 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7626 154195 SH SOLE 0 0 154195 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 321 4711 SH SOLE 0 0 4711 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 26367 512991 SH SOLE 0 0 512991 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3984 72557 SH SOLE 0 0 72557 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 791 8532 SH SOLE 0 0 8532 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 23670 356104 SH SOLE 0 0 356104 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 47722 903149 SH SOLE 0 0 903149 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 27312 336110 SH SOLE 0 0 336110 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 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