Instuitional Investor - Gutierrez Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Gutierrez Wealth Advisory, Llc |
| Portfolio Value | $149,159,692 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 29,878 | $16,971,841 | 11.38% | |
| 2. | Capital Group Growth Etf | 347,156 | $14,111,885 | 9.46% | |
| 3. | Capital Group Dividend Value | 342,952 | $13,543,176 | 9.08% | |
| 4. | Vanguard Tax-Managed Fds | 218,193 | $12,439,188 | 8.34% | |
| 5. | Vanguard Malvern Fds - CORE BD ETF | 112,717 | $8,744,601 | 5.86% |
