Instuitional Investor - Gutierrez Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Gutierrez Wealth Advisory, Llc |
| Portfolio Value | $173,047,396 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 26,716 | $18,348,826 | 10.6% | |
| 2. | Capital Group Dividend Value | 315,024 | $15,524,400 | 8.97% | |
| 3. | Capital Group Growth Etf | 314,234 | $14,831,806 | 8.57% | |
| 4. | Vanguard Tax-Managed Fds | 204,214 | $14,550,240 | 8.41% | |
| 5. | Vanguard Index Fds - EXTEND MKT ETF | 42,607 | $10,490,193 | 6.06% |
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