Long-term investor
Gutierrez Wealth Advisory, LLC @gutierrezwealthadvisoryl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965923).
Record
- Tracked since 2025-12-31 (261 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 10.6% · long · since 2025-12-31
- CGDV · 9.0% · long · since 2025-12-31
- CGGR · 8.6% · long · since 2025-12-31
- VEA · 8.4% · long · since 2025-12-31
- VXF · 6.1% · long · since 2025-12-31
- CGXU · 5.7% · long · since 2025-12-31
- VCRB · 5.6% · long · since 2025-12-31
- CGGO · 5.4% · long · since 2025-12-31
- VTEB · 4.5% · long · since 2025-12-31
- CGMU · 4.3% · long · since 2025-12-31
- CGHM · 3.6% · long · since 2025-12-31
- VWO · 2.7% · long · since 2025-12-31