0001085146-24-001572.txt : 20240312 0001085146-24-001572.hdr.sgml : 20240312 20240312133210 ACCESSION NUMBER: 0001085146-24-001572 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 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: 24741333 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 12-31-2018 12-31-2018 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 32 105928732 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 2954375 1967 SH SOLE 0 0 1967 AMGEN INC COM 031162100 412126 2117 SH SOLE 0 0 2117 APPLE INC COM 037833100 577186 3659 SH SOLE 0 0 3659 BOEING CO COM 097023105 14202173 44038 SH SOLE 0 0 44038 GLOBAL EAGLE ENTMT INC COM 37951D102 79640 35713 SH SOLE 0 0 35713 INTEL CORP COM 458140100 262920 5602 SH SOLE 0 0 5602 INVESCO QQQ TR UNIT SER 1 46090E103 240200 1557 SH SOLE 0 0 1557 ISHARES TR CHINA LG-CAP ETF 464287184 6391100 163539 SH SOLE 0 0 163539 ISHARES TR GLOBAL TECH ETF 464287291 2327819 16162 SH SOLE 0 0 16162 ISHARES TR MSCI EAFE ETF 464287465 1093826 18609 SH SOLE 0 0 18609 ISHARES TR NATIONAL MUN ETF 464288414 891248 8174 SH SOLE 0 0 8174 MICROSOFT CORP COM 594918104 2837802 27939 SH SOLE 0 0 27939 PROSHARES TR SHRT 20+YR TRE 74347X849 417537 18648 SH SOLE 0 0 18648 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 2846095 33558 SH SOLE 0 0 33558 STARBUCKS CORP COM 855244109 1781958 27670 SH SOLE 0 0 27670 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 3976835 50206 SH SOLE 0 0 50206 VANGUARD GROUP DIV APP ETF 921908844 211905 2163 SH SOLE 0 0 2163 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2681158 26863 SH SOLE 0 0 26863 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8934013 69999 SH SOLE 0 0 69999 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2230227 58536 SH SOLE 0 0 58536 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 6713815 138088 SH SOLE 0 0 138088 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 522672 8621 SH SOLE 0 0 8621 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3913729 47233 SH SOLE 0 0 47233 VANGUARD STAR FD VG TL INTL STK F 921909768 1152371 24404 SH SOLE 0 0 24404 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8858704 238779 SH SOLE 0 0 238779 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7948768 101920 SH SOLE 0 0 101920 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1356498 9012 SH SOLE 0 0 9012 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 7028897 118411 SH SOLE 0 0 118411 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8508556 52980 SH SOLE 0 0 52980 VANGUARD WORLD FDS INF TECH ETF 92204A702 2702052 16196 SH SOLE 0 0 16196 VISA INC COM CL A 92826C839 1272176 9642 SH SOLE 0 0 9642 WISDOMTREE TR US HIGH DIVIDEND 97717W208 600351 9219 SH SOLE 0 0 9219