0001085146-24-001569.txt : 20240312 0001085146-24-001569.hdr.sgml : 20240312 20240312133149 ACCESSION NUMBER: 0001085146-24-001569 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 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: 24741330 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 03-31-2018 03-31-2018 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 116121891 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 455431 7621 SH SOLE 0 0 7621 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 247779 1350 SH SOLE 0 0 1350 AMAZON COM INC COM 023135106 2829550 1955 SH SOLE 0 0 1955 AMGEN INC COM 031162100 360914 2117 SH SOLE 0 0 2117 APPLE INC COM 037833100 617434 3680 SH SOLE 0 0 3680 BOEING CO COM 097023105 18416986 56170 SH SOLE 0 0 56170 INTEL CORP COM 458140100 289786 5564 SH SOLE 0 0 5564 ISHARES TR CHINA LG-CAP ETF 464287184 7726037 163549 SH SOLE 0 0 163549 ISHARES TR GLOBAL TECH ETF 464287291 2613373 16506 SH SOLE 0 0 16506 ISHARES TR MSCI EAFE ETF 464287465 1346641 19326 SH SOLE 0 0 19326 ISHARES TR NATIONAL MUN ETF 464288414 876178 8043 SH SOLE 0 0 8043 MICROSOFT CORP COM 594918104 2410522 26411 SH SOLE 0 0 26411 MORGAN STANLEY COM NEW 617446448 228553 4236 SH SOLE 0 0 4236 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 247238 1544 SH SOLE 0 0 1544 PROSHARES TR PSHS ULT S&P 500 74347R107 221508 2100 SH SOLE 0 0 2100 PROSHARES TR SHRT 20+YR TRE 74347X849 422175 18598 SH SOLE 0 0 18598 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 3475732 31401 SH SOLE 0 0 31401 STARBUCKS CORP COM 855244109 1582416 27335 SH SOLE 0 0 27335 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 4094006 51220 SH SOLE 0 0 51220 VANGUARD GROUP DIV APP ETF 921908844 217396 2151 SH SOLE 0 0 2151 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2969804 26621 SH SOLE 0 0 26621 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9041769 66621 SH SOLE 0 0 66621 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2401062 51108 SH SOLE 0 0 51108 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 7657887 131692 SH SOLE 0 0 131692 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 612062 8390 SH SOLE 0 0 8390 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4085927 48160 SH SOLE 0 0 48160 VANGUARD STAR FD VG TL INTL STK F 921909768 387876 6859 SH SOLE 0 0 6859 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 11039625 249483 SH SOLE 0 0 249483 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7684172 93153 SH SOLE 0 0 93153 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1512975 9538 SH SOLE 0 0 9538 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 7735435 111349 SH SOLE 0 0 111349 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8106158 52799 SH SOLE 0 0 52799 VANGUARD WORLD FDS INF TECH ETF 92204A702 2443458 14289 SH SOLE 0 0 14289 VISA INC COM CL A 92826C839 1152817 9637 SH SOLE 0 0 9637 WISDOMTREE TR US HIGH DIVIDEND 97717W208 611209 8973 SH SOLE 0 0 8973