Gutierrez Wealth Advisory, LLC
- SEC CIK
- 0001965923
- 最新申報
- 2026/8/3
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/4/16 申報。只含多頭部位。
- 持股檔數
- 45
- 2024 年第 3 季沒有申報
- 總值
- $1.21 億
- 2024 年第 3 季沒有申報
Gutierrez Wealth Advisory, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 30,401 | $1,638 萬 | 13.5% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 346,473 | $1,288 萬 | 10.6% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 349,573 | $1,233 萬 | 10.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 209,696 | $1,003 萬 | 8.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 42,953 | $816.0 萬 | 6.7% | – | – | – |
| Vanguard Malvern FDS922020748 | CORE BD ETF | 106,978 | $811.0 萬 | 6.7% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 297,999 | $802.2 萬 | 6.6% | – | – | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 314,627 | $776.2 萬 | 6.4% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 197,556 | $577.3 萬 | 4.8% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 78,000 | $391.0 萬 | 3.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 78,172 | $344.3 萬 | 2.8% | – | – | – |
| WMTWalmart Inc. | Stock | 37,854 | $342.0 萬 | 2.8% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 128,661 | $325.3 萬 | 2.7% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,507 | $325.1 萬 | 2.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,471 | $261.8 萬 | 2.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,714 | $107.6 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,794 | $75.6 萬 | 0.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,860 | $66.3 萬 | 0.5% | – | – | 歷史 |
| HOMBHome Bancshares Inc | COM | 20,455 | $57.9 萬 | 0.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,361 | $54.4 萬 | 0.4% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 4,567 | $53.7 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,088 | $49.3 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,119 | $47.4 萬 | 0.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,783 | $44.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,144 | $42.1 萬 | 0.3% | – | – | – |
| WPCW. P. Carey Inc. | COM | 7,528 | $41.0 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,373 | $39.5 萬 | 0.3% | – | – | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 11,079 | $36.9 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,833 | $36.5 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 592 | $34.9 萬 | 0.3% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 7,070 | $34.0 萬 | 0.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,159 | $33.5 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 1,219 | $31.8 萬 | 0.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,589 | $31.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,384 | $30.7 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,458 | $27.8 萬 | 0.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 935 | $26.3 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,184 | $26.3 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 327 | $25.2 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,114 | $24.4 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,057 | $23.2 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 454 | $23.0 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,668 | $22.4 萬 | 0.2% | – | – | 歷史 |
| SAPSAP SE | ADR | 883 | $21.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 770 | $20.3 萬 | 0.2% | – | – | – |