Instuitional Investor - Executive Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Executive Wealth Management, Llc
Portfolio Value $1,062,658,135
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 531,017 $55,878,934 5.25%
2.
Vanguard Scottsdale Funds
919,044 $42,606,882 4%
3.
Goldman Sachs Etf Tr
911,339 $42,204,307 3.97%
4. AAPL 214,619 $41,320,779 3.88%
5.
Goldman Sachs Etf Tr
1,127,867 $36,836,166 3.46%