Titelia

Holdings of Gutierrez Wealth Advisory, LLC

62 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 70.9 % of the equity sleeve

Sector breakdown

  • Funds 13.4 %
  • Communication 1.7 %
  • Technology 1.6 %
  • Consumer staples 1.0 %
  • Industrials 0.6 %
  • Health care 0.5 %
  • Financials 0.5 %
  • Unattributed 80.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US61152.5M $99.82 %
2TW1273.9K $0.18 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 27,65716.5M $
2Capital Group Dividend Value ETF 332,10414.1M $
3Vanguard FTSE Developed Markets ETF 209,34613.4M $
4Capital Group Growth ETF 325,70413.1M $
5Vanguard Core Bond ETF 124,7289.7M $
6Vanguard Extended Market ETF 43,3008.9M $
7Capital Group International Focus Equity ETF 295,4408.7M $
8CAPITAL GROUP MUNICIPAL INCOME ETF 313,0438.5M $
9Capital Group Global Growth Equity ETF 237,2857.9M $
10Vanguard Tax-Exempt Bond Index ETF 149,2247.4M $
11CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 223,1205.6M $
12iShares National Muni Bond ETF 51,6065.5M $
13Vanguard International Equity Index Funds 81,0004.4M $
14Meta Platforms Inc 4,2122.4M $
15Vanguard Total Stock Market ETF 4,9891.6M $
16Walmart Inc 12,5561.6M $
17iShares Trust 20,1401.4M $
18VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 6,1011.3M $
19Vanguard S&P 500 Growth ETF 3,1571.3M $
20Home BancShares Inc/AR 34,755935.9K $
21iShares Core S&P 500 ETF 1,431934.6K $
22Apple Inc 3,640923.9K $
23Capital Group Core Plus Income ETF 38,552861.3K $
24Vanguard Short-Term Tax-Exempt Bond ETF 8,338843.3K $
25iShares Trust 2,349837.6K $
26Capital Group Core Bond ETF 26,915706.8K $
27Berkshire Hathaway Inc 1,435687.7K $
28CAPITAL GROUP DIVIDEND GROWERS ETF 19,064684.4K $
29Deere & Co 1,155650.6K $
30iShares Trust 4,650643.4K $
31VanEck ETF Trust 13,698636K $
32Amgen Inc 1,478520.1K $
33iShares Trust 4,463504.8K $
34Vanguard Total World Stock ETF 3,637503K $
35Vanguard Total International S 5,823449K $
36T. Rowe Price Capital Appreciation Equity ETF 12,331438.8K $
37Schwab International Equity ETF 17,106423.4K $
38iShares Russell 2000 Growth ETF 1,328416.8K $
39iShares Russell 2000 ETF 1,504373K $
40Ishares S&p 100 Etf 1,170372.2K $
41ALPS ETF Trust 7,070372.2K $
42Broadcom Inc 1,193369.5K $
43Dimensional International Core 9,839349.6K $
44WP Carey Inc 5,084345.5K $
45iShares Core S&P Total U.S. Stock Market ETF 2,424345.2K $
46Vanguard Growth ETF 750327.6K $
47International Business Machines Corp. 1,289312.3K $
48NVIDIA Corp 1,714298.8K $
49State Street SPDR Portfolio Developed World ex-US ETF 6,236284.7K $
50Vanguard Whitehall Funds 2,947277.7K $
51Schwab International Dividend Equity ETF 8,736276.6K $
52Taiwan Semiconductor Manufacturing Co Ltd 810273.9K $
53Alphabet Inc 911261.5K $
54Dimensional U S Small Cap ETF 3,663260.5K $
55Vanguard S&P 500 Value ETF 1,146233.6K $
56iShares Core S&P Mid-Cap ETF 3,370227.6K $
57Vanguard Russell 3000 789226.9K $
58Vanguard Mid-Cap ETF 767220.3K $
59Microsoft Corp 594220K $
60Johnson & Johnson 838204.8K $
61FedEx Corp 569202.5K $
62iShares Core S&P Small-Cap ETF 1,627202.3K $