Instuitional Investor - Gutierrez Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Gutierrez Wealth Advisory, Llc |
| Portfolio Value | $160,953,550 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 27,657 | $16,526,616 | 10.27% | |
| 2. | Capital Group Dividend Value | 332,104 | $14,127,708 | 8.78% | |
| 3. | Vanguard Tax-Managed Fds | 209,346 | $13,414,901 | 8.33% | |
| 4. | Capital Group Growth Etf | 325,704 | $13,090,017 | 8.13% | |
| 5. | Vanguard Malvern Fds - CORE BD ETF | 124,728 | $9,651,447 | 6% |
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