Instuitional Investor - Gutierrez Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Gutierrez Wealth Advisory, Llc |
| Portfolio Value | $121,231,750 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 30,401 | $16,380,377 | 13.51% | |
| 2. | Capital Group Growth Etf | 346,473 | $12,878,377 | 10.62% | |
| 3. | Capital Group Dividend Value | 349,573 | $12,325,949 | 10.16% | |
| 4. | Vanguard Tax-Managed Fds | 209,696 | $10,027,658 | 8.27% | |
| 5. | Vanguard Index Fds | 42,952 | $8,160,085 | 6.73% |
