Executive Wealth Management, LLC 13F Holdings
CIK 0001542611 · BRIGHTON, MI
As of Dec 31, 2024, Executive Wealth Management, LLC reported 378 positions worth
CIK 0001542611 · BRIGHTON, MI
As of Dec 31, 2024, Executive Wealth Management, LLC reported 378 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 514,748 | $66.2M | 5.26% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 1,117,489 | $50.7M | 4.02% |
| GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | GIGB | — | 1,096,357 | $49.4M | 3.92% |
| APPLE INC | AAPL | Technology | 192,771 | $48.3M | 3.83% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 601,518 | $34.9M | 2.77% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 395,775 | $34.8M | 2.76% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 1,013,074 | $33.8M | 2.68% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 424,125 | $29.2M | 2.32% |
| NVIDIA CORP | NVDA | Technology | 185,241 | $24.9M | 1.97% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 386,896 | $23.7M | 1.88% |
| MICROSOFT CORP | MSFT | Technology | 54,932 | $23.2M | 1.84% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 248,963 | $22.1M | 1.75% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 185,259 | $21.3M | 1.69% |
| ANGEL OAK FUNDS TRUST | — | — | 1,029,005 | $21.2M | 1.68% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 266,347 | $20.8M | 1.65% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 142,862 | 8.2M | 1.45% |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | JHMM | — | 293,826 | 7.6M | 1.39% |
| META PLATFORMS INC | META | Communication Services | 29,918 | 7.5M | 1.39% |
| BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | XONE | — | 322,194 | 6.0M | 1.27% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 74,956 | 5.8M | 1.25% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 257,522 | 5.1M | 1.20% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 278,719 | 4.3M | 1.13% |
| AMAZON.COM INC | AMZN | Equity | 59,738 | 3.1M | 1.04% |
| SPDR GOLD TRUST | GQ9 | — | 54,019 | 3.1M | 1.04% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 49,221 | 1.8M | 0.94% |