0001085146-24-001577.txt : 20240312 0001085146-24-001577.hdr.sgml : 20240312 20240312133243 ACCESSION NUMBER: 0001085146-24-001577 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 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: 24741339 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 03-31-2020 03-31-2020 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 38 104331317 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 255139 28130 SH SOLE 0 0 28130 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 277328 1426 SH SOLE 0 0 1426 ALTRIA GROUP INC COM 02209S103 503395 13018 SH SOLE 0 0 13018 AMAZON COM INC COM 023135106 3835099 1967 SH SOLE 0 0 1967 AMGEN INC COM 031162100 429189 2117 SH SOLE 0 0 2117 APPLE INC COM 037833100 750903 2953 SH SOLE 0 0 2953 BOEING CO COM 097023105 11628698 77972 SH SOLE 0 0 77972 COSTCO WHSL CORP NEW COM 22160K105 254442 892 SH SOLE 0 0 892 GLOBAL EAGLE ENTMT INC COM 37951D102 6580 41725 SH SOLE 0 0 41725 INTEL CORP COM 458140100 306969 5672 SH SOLE 0 0 5672 INVESCO QQQ TR UNIT SER 1 46090E103 298809 1569 SH SOLE 0 0 1569 ISHARES TR CHINA LG-CAP ETF 464287184 6039462 160881 SH SOLE 0 0 160881 ISHARES TR CORE MSCI EURO 46434V738 278100 7500 SH SOLE 0 0 7500 ISHARES TR GLOBAL TECH ETF 464287291 2941671 16131 SH SOLE 0 0 16131 ISHARES TR MSCI EAFE ETF 464287465 1001344 18731 SH SOLE 0 0 18731 ISHARES TR NATIONAL MUN ETF 464288414 945250 8364 SH SOLE 0 0 8364 MICROSOFT CORP COM 594918104 4587870 29091 SH SOLE 0 0 29091 PROSHARES TR SHRT 20+YR TRE 74347X849 278363 17936 SH SOLE 0 0 17936 ROYAL BK CDA COM 780087102 546549 8821 SH SOLE 0 0 8821 SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 2870073 31453 SH SOLE 0 0 31453 STARBUCKS CORP COM 855244109 1855278 28221 SH SOLE 0 0 28221 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4203468 49250 SH SOLE 0 0 49250 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2230246 24633 SH SOLE 0 0 24633 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8935735 69318 SH SOLE 0 0 69318 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2349174 70020 SH SOLE 0 0 70020 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 5344937 123497 SH SOLE 0 0 123497 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 478440 8674 SH SOLE 0 0 8674 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4028541 46257 SH SOLE 0 0 46257 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 223673 2163 SH SOLE 0 0 2163 VANGUARD STAR FDS VG TL INTL STK F 921909768 967671 23062 SH SOLE 0 0 23062 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7786631 233552 SH SOLE 0 0 233552 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6687263 94520 SH SOLE 0 0 94520 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1324932 9115 SH SOLE 0 0 9115 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 5982783 117957 SH SOLE 0 0 117957 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8702104 52394 SH SOLE 0 0 52394 VANGUARD WORLD FDS INF TECH ETF 92204A702 3343221 15777 SH SOLE 0 0 15777 VISA INC COM CL A 92826C839 1554653 9649 SH SOLE 0 0 9649 WISDOMTREE TR US HIGH DIVIDEND 97717W208 297334 5253 SH SOLE 0 0 5253