0001085146-24-001568.txt : 20240312 0001085146-24-001568.hdr.sgml : 20240312 20240312133116 ACCESSION NUMBER: 0001085146-24-001568 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20240312 DATE AS OF CHANGE: 20240312 EFFECTIVENESS DATE: 20240312 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EXECUTIVE WEALTH GROUP LLC CENTRAL INDEX KEY: 0002014165 ORGANIZATION NAME: IRS NUMBER: 821117744 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24014 FILM NUMBER: 24741329 BUSINESS ADDRESS: STREET 1: 3435 CARILLON POINT CITY: KIRKLAND STATE: WA ZIP: 98033 BUSINESS PHONE: 425-448-4988 MAIL ADDRESS: STREET 1: 3435 CARILLON POINT CITY: KIRKLAND STATE: WA ZIP: 98033 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002014165 XXXXXXXX 12-31-2017 12-31-2017 false EXECUTIVE WEALTH GROUP LLC

3435 CARILLON POINT KIRKLAND WA 98033

13F HOLDINGS REPORT 028-24014 000283103 801-108940 N Sherry Nelson 425-448-4988 /s/Sherry Nelson Kirkland WA 03-12-2024 0 35 111909055 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 414749 5270 SH SOLE 0 0 5270 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 232781 1350 SH SOLE 0 0 1350 AMAZON COM INC COM 023135106 2286314 1955 SH SOLE 0 0 1955 AMGEN INC COM 031162100 368155 2117 SH SOLE 0 0 2117 APPLE INC COM 037833100 729208 4309 SH SOLE 0 0 4309 BOEING CO COM 097023105 16607199 56313 SH SOLE 0 0 56313 INTEL CORP COM 458140100 256267 5552 SH SOLE 0 0 5552 ISHARES TR CHINA LG-CAP ETF 464287184 7552471 163580 SH SOLE 0 0 163580 ISHARES TR GLOBAL TECH ETF 464287291 2545664 16567 SH SOLE 0 0 16567 ISHARES TR MSCI EAFE ETF 464287465 1361207 19360 SH SOLE 0 0 19360 ISHARES TR NATIONAL MUN ETF 464288414 888127 8020 SH SOLE 0 0 8020 MICROSOFT CORP COM 594918104 2348126 27451 SH SOLE 0 0 27451 MORGAN STANLEY COM NEW 617446448 221223 4216 SH SOLE 0 0 4216 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 240491 1544 SH SOLE 0 0 1544 PROSHARES TR PSHS ULT S&P 500 74347R107 229803 2100 SH SOLE 0 0 2100 PROSHARES TR SHRT 20+YR TRE 74347X849 406738 18598 SH SOLE 0 0 18598 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 3297765 30766 SH SOLE 0 0 30766 STARBUCKS CORP COM 855244109 1563995 27233 SH SOLE 0 0 27233 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 4175589 51190 SH SOLE 0 0 51190 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2869324 25681 SH SOLE 0 0 25681 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8840907 64415 SH SOLE 0 0 64415 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1932034 42083 SH SOLE 0 0 42083 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 7146166 120814 SH SOLE 0 0 120814 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 610673 8377 SH SOLE 0 0 8377 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4208010 48152 SH SOLE 0 0 48152 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 218636 2143 SH SOLE 0 0 2143 VANGUARD STAR FD VG TL INTL STK F 921909768 389660 6859 SH SOLE 0 0 6859 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 10964022 244405 SH SOLE 0 0 244405 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7632756 89136 SH SOLE 0 0 89136 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1484585 9518 SH SOLE 0 0 9518 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 7730732 110376 SH SOLE 0 0 110376 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8103281 52571 SH SOLE 0 0 52571 VANGUARD WORLD FDS INF TECH ETF 92204A702 2305437 13995 SH SOLE 0 0 13995 VISA INC COM CL A 92826C839 1098648 9636 SH SOLE 0 0 9636 WISDOMTREE TR US HIGH DIVIDEND 97717W208 648312 8900 SH SOLE 0 0 8900