Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EXECUTIVE WEALTH GROUP LLC | 04-11-2024 | 03-31-2024 | 57 | 480,425,360 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOEING CO | COM | 1 | $55,794,852 | 276,131 | 0.01 | 0.01 | 192,190 | 228.96 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $46,413,517 | 185,069 | 0.01 | 0.01 | 123,303 | 199.63 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 3 | $37,934,059 | 143,595 | 0.01 | 0.01 | 95,603 | 199.21 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4 | $33,994,099 | 292,300 | 0.01 | 0.01 | 194,672 | 199.40 | 03-31-2024 |
