Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EXECUTIVE WEALTH MANAGEMENT LLC | 01-26-2024 | 12-31-2023 | 215 | 1,062,658,135 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 351 | $400,747 | 1,689 | 0.00 | 0.00 | 9 | 0.54 | 12-31-2023 |
| ISHARES TR | US SML CAP EQT | 352 | $364,892 | 6,203 | 0.00 | 0.00 | 85 | 1.39 | 12-31-2023 |
| STRATEGY SHS | NS 7HANDL IDX | 353 | $362,436 | 17,525 | 0.00 | 0.00 | 57 | 0.33 | 12-31-2023 |
| ASML HOLDING N V | N Y REGISTRY SHS | 354 | $357,253 | 471 | 0.00 | 0.00 | 74 | 18.64 | 12-31-2023 |
