Executive Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Brighton, MI
CIK
0001542611
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 215 1,062,658 ITOT, VMBS, GIGB, AAPL 13F-HR 1/26/2024 000154261124000001
Q3 2023 199 965,814 VMBS, GIGB, AAPL, ITOT 13F-HR 11/7/2023 000154261123000009
Q2 2023 199 966,239 ITOT, VMBS, GIGB, AAPL 13F-HR 8/2/2023 000154261123000006
Q1 2023 195 901,324 VMBS, GIGB, AAPL, GSIE RESTATEMENT 5/11/2023 000154261123000005
Q4 2022 189 814,279 VMBS, GIGB, USMV, ITOT 13F-HR 2/13/2023 000154261123000001
Q3 2022 175 717,851 VMBS, USMV, GIGB, AAPL 13F-HR 11/10/2022 000154261122000006
Q2 2022 181 743,659 VMBS, GIGB, VTIP, VGIT 13F-HR 7/26/2022 000154261122000004
Q1 2022 189 921,601 USMV, VMBS, AAPL, GIGB 13F-HR 4/13/2022 000154261122000003
Q4 2021 198 1,004,577 ITOT, VMBS, AAPL, SPYG 13F-HR 2/3/2022 000154261122000001
Q3 2021 185 905,894 ITOT, VMBS, SPYG, VCSH 13F-HR 10/27/2021 000154261121000004
Q2 2021 191 912,028 ITOT, VMBS, SPYG, VCSH 13F-HR 7/26/2021 000154261121000003
Q1 2021 188 852,027 ITOT, VMBS, VCSH, USMV 13F-HR 5/3/2021 000154261121000002
Q4 2020 175 813,603 ITOT, USMV, VMBS, SHY 13F-HR 2/4/2021 000154261121000001
Q3 2020 153 722,809 USMV, ITOT, VMBS, SHY 13F-HR 10/23/2020 000154261120000004
Q2 2020 131 665,391 SHY, VCSH, USMV, VMBS 13F-HR 7/27/2020 000154261120000003
Q1 2020 123 562,831 SHY, VCSH, VMBS, VGIT 13F-HR 4/27/2020 000154261120000002
Q4 2019 148 730,867 SPLG, GIGB, VMBS, VGIT 13F-HR 1/23/2020 000154261120000001
Q3 2019 133 659,540 SPLG, GIGB, VGIT, VMBS RESTATEMENT 11/21/2019 000154261119000007
Q2 2019 933 706,878 SPLG, GIGB, VGIT, VMBS 13F-HR 8/1/2019 000154261119000005
Q1 2019 866 559,719 BND, SPLG, ITOT, USMV 13F-HR 5/2/2019 000154261119000004
Q4 2018 959 567,513 BND, SPLG, USMV, ITOT 13F-HR 2/19/2019 000154261119000003
Additional filings from Executive Wealth Management, LLC that have since been restated