Gutierrez Wealth Advisory, LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$121.2B
Holdings
45
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 30,401 | $16.4B | 13.51% | |
| 2 | CGGRCAPITAL GROUP GROWTH ETF | 346,473 | $12.9B | 10.62% | |
| 3 | CGDGCAPITAL GROUP DIVIDEND VALUE | 349,573 | $12.3B | 10.17% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 209,696 | $10.0B | 8.27% | |
| 5 | VXFVANGUARD INDEX FDS | 42,952 | $8.2B | 6.73% | |
| 6 | VCRBVANGUARD MALVERN FDS | 106,978 | $8.1B | 6.69% | |
| 7 | CGMUCAPITAL GRP FIXED INCM ETF T | 297,998 | $8.0B | 6.62% | |
| 8 | CGXUCAPITAL GROUP INTL FOCUS EQT | 314,627 | $7.8B | 6.40% | |
| 9 | CGGOCAPITAL GROUP GBL GROWTH EQT | 197,556 | $5.8B | 4.76% | |
| 10 | VTEBVANGUARD MUN BD FDS | 78,000 | $3.9B | 3.23% | |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 78,172 | $3.4B | 2.84% | |
| 12 | WMTWALMART INC | 37,854 | $3.4B | 2.82% | |
| 13 | CGHMCAPITAL GRP FIXED INCM ETF T | 128,661 | $3.3B | 2.68% | |
| 14 | MUBISHARES TR | 30,507 | $3.3B | 2.68% | |
| 15 | METAMETA PLATFORMS INC | 4,470 | $2.6B | 2.16% | |
| 16 | VTIVANGUARD INDEX FDS | 3,714 | $1.1B | 0.89% | |
| 17 | MSFTMICROSOFT CORP | 1,795 | $756.3M | 0.62% | |
| 18 | AVGOBROADCOM INC | 2,861 | $663.1M | 0.55% | |
| 19 | HOMBHOME BANCSHARES INC | 20,455 | $578.9M | 0.48% | |
| 20 | IVWISHARES TR | 5,361 | $544.3M | 0.45% | |
| 21 | VTVANGUARD INTL EQUITY INDEX F | 4,567 | $536.6M | 0.44% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,088 | $493.2M | 0.41% | |
| 23 | DEDEERE & CO | 1,119 | $474.0M | 0.39% | |
| 24 | AAPLAPPLE INC | 1,783 | $446.5M | 0.37% | |
| 25 | VXUSVANGUARD STAR FDS | 7,144 | $421.0M | 0.35% | |
| 26 | WPCWP CAREY INC | 7,528 | $410.1M | 0.34% | |
| 27 | IWOISHARES TR | 1,373 | $395.1M | 0.33% | |
| 28 | TCAFT ROWE PRICE ETF INC | 11,079 | $368.6M | 0.30% | |
| 29 | EFAISHARES TR | 4,833 | $365.4M | 0.30% | |
| 30 | IVVISHARES TR | 592 | $348.6M | 0.29% | |
| 31 | AMLPALPS ETF TR | 7,070 | $340.5M | 0.28% | |
| 32 | OEFISHARES TR | 1,159 | $334.7M | 0.28% | |
| 33 | AMGNAMGEN INC | 1,219 | $317.8M | 0.26% | |
| 34 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,589 | $313.9M | 0.26% | |
| 35 | ITOTISHARES TR | 2,384 | $306.7M | 0.25% | |
| 36 | GOOGALPHABET INC | 1,459 | $277.7M | 0.23% | |
| 37 | FDXFEDEX CORP | 935 | $263.2M | 0.22% | |
| 38 | 4I1PHILIP MORRIS INTL INC | 2,184 | $262.8M | 0.22% | |
| 39 | LLYELI LILLY & CO | 327 | $252.3M | 0.21% | |
| 40 | AMZNAMAZON COM INC | 1,114 | $244.4M | 0.20% | |
| 41 | IBMINTERNATIONAL BUSINESS MACHS | 1,057 | $232.4M | 0.19% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 454 | $229.7M | 0.19% | |
| 43 | NVDANVIDIA CORPORATION | 1,668 | $224.0M | 0.18% | |
| 44 | SAPSAP SE | 883 | $217.4M | 0.18% | |
| 45 | VOVANGUARD INDEX FDS | 770 | $203.4M | 0.17% |