Instuitional Investor - Gutierrez Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Gutierrez Wealth Advisory, Llc |
| Portfolio Value | $156,343,869 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 29,511 | $18,071,813 | 11.56% | |
| 2. | Capital Group Dividend Value | 346,000 | $14,542,370 | 9.3% | |
| 3. | Capital Group Growth Etf | 327,133 | $14,367,679 | 9.19% | |
| 4. | Vanguard Tax-Managed Fds | 204,901 | $12,277,685 | 7.85% | |
| 5. | Vanguard Malvern Fds - CORE BD ETF | 119,023 | $9,332,610 | 5.97% |
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