Instuitional Investor - Gutierrez Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Gutierrez Wealth Advisory, Llc |
| Portfolio Value | $159,187,735 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 28,240 | $17,710,094 | 11.13% | |
| 2. | Capital Group Growth Etf | 319,254 | $14,197,202 | 8.92% | |
| 3. | Capital Group Dividend Value | 324,917 | $14,179,358 | 8.91% | |
| 4. | Vanguard Tax-Managed Fds | 212,251 | $13,259,301 | 8.33% | |
| 5. | Vanguard Malvern Fds - CORE BD ETF | 121,758 | $9,484,354 | 5.96% |
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