Instuitional Investor - Gutierrez Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Gutierrez Wealth Advisory, Llc |
| Portfolio Value | $123,191,457 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 30,464 | $15,655,877 | 12.71% | |
| 2. | Capital Group Dividend Value | 367,579 | $13,100,533 | 10.63% | |
| 3. | Capital Group Growth Etf | 357,730 | $12,252,252 | 9.95% | |
| 4. | Vanguard Tax-Managed Fds | 215,480 | $10,952,827 | 8.89% | |
| 5. | Capital Grp Fixed Incm Etf T | 336,418 | $9,022,740 | 7.32% |
