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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Executive Wealth Management, LLC INSTITUTION : Executive Wealth Management, LLC
Executive Wealth Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-27) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (1 3 YR TREAS BD) SHY 106,072,000 1,223,870 18.84%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 53,559,000 677,106 9.51%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 41,136,000 754,805 7.30%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 40,928,000 580,140 7.27%
ISHARES TR    (MSCI MIN VOL ETF) USMV 34,025,000 629,985 6.04%
APPLE INC    (COM) AAPL 15,737,000 61,886 2.79%
ISHARES TR    (CORE S&P TTL STK) ISI 14,972,000 261,715 2.66%
INVESCO EXCHANGE-TRADED FD T    (S&P SMLCP LOW) 13,912,000 419,794 2.47%
ISHARES TR    (CORE US AGGBD ET) AGG 11,139,000 96,554 1.97%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 9,497,000 111,282 1.68%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 8,467,000 119,679 1.50%
MICROSOFT CORP    (COM) MSFT 7,301,000 46,296 1.29%
FACEBOOK INC    (CL A) FB 7,213,000 43,246 1.28%
GOLDMAN SACHS ETF TR    (ACTIVEBETA INT) 7,117,000 308,653 1.26%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 6,093,000 98,208 1.08%
LATTICE STRATEGIES TR    (HARTFORD MLT ETF) 6,062,000 275,056 1.07%
EQUINIX INC    (COM) EQIX 5,794,000 9,278 1.02%
UNITED PARCEL SERVICE INC    (CL B) UPS 4,766,000 51,022 0.84%
CROWN CASTLE INTL CORP NEW    (COM) CCI 4,368,000 30,251 0.77%
PEPSICO INC    (COM) PEP 4,339,000 36,130 0.77%


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MAJOR GURUS:
Warren Buffett
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George Soros

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