The Analysis of Gutierrez Wealth Advisory, LLC's Holdings
Currently, Gutierrez Wealth Advisory, LLC holds 62 types of securities in its portfolio with a total value $159.2M. In the most recent quarter, they have increased their positions in DFAU (+13.0K shares, valued at $609.2K), CGMU (+19.3K shares, valued at $527.5K), CGHM (+20.6K shares, valued at $524.4K); decreased their positions in CGDV (-21.1K shares, valued at $920.1K), N/A (-1.3K shares, valued at $797.1K), VTES (-7.2K shares, valued at $728.0K); initiated new positions in N/A (+15.1K shares, valued at $383.3K), N/A (+876 shares, valued at $274.3K), VSDB (+2.9K shares, valued at $222.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGGR CAPITAL GROUP GROWTH ETF319.3K shares-2.41%2025-12-312026-02-06
CGDV CAPITAL GROUP DIVIDEND VALUE324.9K shares-6.09%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS212.3K shares3.59%2025-12-312026-02-06 VCRB VANGUARD MALVERN FDS121.8K shares2.30%2025-12-312026-02-06 VXF VANGUARD INDEX FDS43.6K shares-1.46%2025-12-312026-02-06 CGXU CAPITAL GROUP INTL FOCUS EQT295.1K shares-1.33%2025-12-312026-02-06 CGGO CAPITAL GROUP GBL GROWTH EQT226.8K shares4.28%2025-12-312026-02-06 CGMU CAPITAL GRP FIXED INCM ETF T283.2K shares7.30%2025-12-312026-02-06 VTEB VANGUARD MUN BD FDS136.1K shares-0.98%2025-12-312026-02-06 CGHM CAPITAL GRP FIXED INCM ETF T219.9K shares10.32%2025-12-312026-02-06 MUB ISHARES TR50.4K shares2.39%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F81.7K shares-0.32%2025-12-312026-02-06 VCRM VANGUARD MUN BD FDS54.8K shares0.99%2025-12-312026-02-06 META META PLATFORMS INC4.3K shares-2.20%2025-12-312026-02-06 WMT WALMART INC17.7K shares-5.57%2025-12-312026-02-06 ACWX ISHARES TR20.1K shares1.45%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS6.1K shares0.80%2025-12-312026-02-06 VTI VANGUARD INDEX FDS3.6K shares1.58%2025-12-312026-02-06 VOOG VANGUARD ADMIRAL FDS INC2.7K shares0.11%2025-12-312026-02-06 AAPL APPLE INC4.2K shares-4.18%2025-12-312026-02-06 IVV ISHARES TR1.4K shares19.22%2025-12-312026-02-06 DFAU DIMENSIONAL ETF TRUST20.6K shares171.64%2025-12-312026-02-06 HOMB HOME BANCSHARES INC34.6K shares0.74%2025-12-312026-02-06 IWB ISHARES TR2.3K shares0.30%2025-12-312026-02-06 VTES VANGUARD WELLINGTON FD8.3K shares-46.32%2025-12-312026-02-06 TCAF T ROWE PRICE ETF INC17.7K shares0.48%2025-12-312026-02-06 ACWI ISHARES TR4.7K shares0.89%2025-12-312026-02-06 ITM VANECK ETF TRUST13.8K shares48.86%2025-12-312026-02-06 CGCP CAPITAL GRP FIXED INCM ETF T28.5K shares199.62%2025-12-312026-02-06 CGDG CAPITAL GROUP DIVIDEND GROWE15.9K shares34.17%2025-12-312026-02-06 IVW ISHARES TR4.6K shares-16.11%2025-12-312026-02-06 DE DEERE & CO1.1K shares1.15%2025-12-312026-02-06 CGMS CAPITAL GRP FIXED INCM ETF T19.1K shares82.70%2025-12-312026-02-06 CGCB CAPITAL GRP FIXED INCM ETF T19.8K shares1.18%2025-12-312026-02-06 AMGN AMGEN INC1.4K shares1.42%2025-12-312026-02-06 BROADCOM INC BROADCOM INC1.3K shares-31.15%2025-12-312026-02-06 VXUS VANGUARD STAR FDS5.8K shares-6.64%2025-12-312026-02-06 IWO ISHARES TR1.3K shares0.23%2025-12-312026-02-06 MSFT MICROSOFT CORP880 shares-15.38%2025-12-312026-02-06 CGIC CAPITAL GROUP INTERNATIONAL12.8K shares0.75%2025-12-312026-02-06 SCHF SCHWAB STRATEGIC TR17.1K shares2.84%2025-12-312026-02-06 OEF ISHARES TR1.2K shares0.26%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS1.3K shares8.68%2025-12-312026-02-06 IWM ISHARES TR1.5K shares0.33%2025-12-312026-02-06 VSDM VANGUARD MUN BD FDS4.8K shares12.93%2025-12-312026-02-06 WPC WP CAREY INC5.6K shares0.54%2025-12-312026-02-06 ITOT ISHARES TR2.4K shares0.33%2025-12-312026-02-06 VT VANGUARD INTL EQUITY INDEX F2.5K shares16.60%2025-12-312026-02-06 NVDA NVIDIA CORPORATION1.8K shares-10.95%2025-12-312026-02-06 ALPHABET INC ALPHABET INC1.1K shares-4.76%2025-12-312026-02-06 ALPS ETF TR ALPS ETF TR7.1K shares0.00%2025-12-312026-02-06 ALPHABET INC ALPHABET INC876 sharesnew addition2025-12-312026-02-06 TSM TAIWAN SEMICONDUCTOR MFG LTD871 shares-26.75%2025-12-312026-02-06 VOOV VANGUARD ADMIRAL FDS INC1.1K shares0.44%2025-12-312026-02-06 VUG VANGUARD INDEX FDS473 shares0.21%2025-12-312026-02-06 VSDB VANGUARD MALVERN FDS2.9K sharesnew addition2025-12-312026-02-06 IJH ISHARES TR3.4K shares0.24%2025-12-312026-02-06 VO VANGUARD INDEX FDS764 shares0.26%2025-12-312026-02-06 DROPBOX INC DROPBOX INC13.0K sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available