0001085146-24-001573.txt : 20240312 0001085146-24-001573.hdr.sgml : 20240312 20240312133216 ACCESSION NUMBER: 0001085146-24-001573 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 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: 24741334 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 03-31-2019 03-31-2019 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 36 128351312 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 222640 17179 SH SOLE 0 0 17179 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 246308 1350 SH SOLE 0 0 1350 AMAZON COM INC COM 023135106 3502735 1967 SH SOLE 0 0 1967 AMGEN INC COM 031162100 402197 2117 SH SOLE 0 0 2117 APPLE INC COM 037833100 697724 3673 SH SOLE 0 0 3673 BOEING CO COM 097023105 25464118 66761 SH SOLE 0 0 66761 COSTCO WHSL CORP NEW COM 22160K105 215230 889 SH SOLE 0 0 889 GLOBAL EAGLE ENTMT INC COM 37951D102 25335 35713 SH SOLE 0 0 35713 INTEL CORP COM 458140100 301555 5616 SH SOLE 0 0 5616 INVESCO QQQ TR UNIT SER 1 46090E103 279751 1557 SH SOLE 0 0 1557 ISHARES TR CHINA LG-CAP ETF 464287184 7239867 163539 SH SOLE 0 0 163539 ISHARES TR GLOBAL TECH ETF 464287291 2764840 16162 SH SOLE 0 0 16162 ISHARES TR MSCI EAFE ETF 464287465 1206967 18609 SH SOLE 0 0 18609 ISHARES TR NATIONAL MUN ETF 464288414 911897 8201 SH SOLE 0 0 8201 MICROSOFT CORP COM 594918104 3300520 27985 SH SOLE 0 0 27985 PROSHARES TR PSHS ULT S&P 500 74347R107 247380 2100 SH SOLE 0 0 2100 PROSHARES TR SHRT 20+YR TRE 74347X849 402838 18728 SH SOLE 0 0 18728 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 3365916 33558 SH SOLE 0 0 33558 STARBUCKS CORP COM 855244109 2066613 27799 SH SOLE 0 0 27799 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 4057957 49987 SH SOLE 0 0 49987 VANGUARD GROUP DIV APP ETF 921908844 237195 2163 SH SOLE 0 0 2163 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3101558 26863 SH SOLE 0 0 26863 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10177526 70330 SH SOLE 0 0 70330 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2492461 58646 SH SOLE 0 0 58646 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 7437907 138741 SH SOLE 0 0 138741 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 568852 8637 SH SOLE 0 0 8637 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4083565 47008 SH SOLE 0 0 47008 VANGUARD STAR FD VG TL INTL STK F 921909768 1269447 24459 SH SOLE 0 0 24459 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 9660813 236379 SH SOLE 0 0 236379 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 8561582 99948 SH SOLE 0 0 99948 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1557151 9032 SH SOLE 0 0 9032 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 7672764 118884 SH SOLE 0 0 118884 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 9172193 53178 SH SOLE 0 0 53178 VANGUARD WORLD FDS INF TECH ETF 92204A702 3256787 16233 SH SOLE 0 0 16233 VISA INC COM CL A 92826C839 1506261 9644 SH SOLE 0 0 9644 WISDOMTREE TR US HIGH DIVIDEND 97717W208 672862 9285 SH SOLE 0 0 9285