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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001965923

Gutierrez Wealth Advisory, LLC

LITTLE ROCK, AR · File #028-24896

Latest AUM
$159.2M
Positions
100
Top-10 Concentration
63.8%
Filings
6

Sector Allocation

Technology
1.5%$2.4M
Financials
0.8%$1.3M
Industrials
0.3%$533,008
Healthcare
0.3%$467,936

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836323,159$14.5M9.66%
2CAPITAL GROUP GROWTH ETF14020G101314,104$14.0M9.29%
3CAPITAL GROUP DIVIDEND VALUE14020W106305,522$13.3M8.87%
4VANGUARD TAX-MANAGED FDS921943858167,223$10.4M6.95%
5VANGUARD MALVERN FDS922020748114,888$8.9M5.95%
6CAPITAL GROUP INTL FOCUS EQT14019W109295,090$8.7M5.80%
7CAPITAL GROUP GBL GROWTH EQT14020X104223,770$7.8M5.16%
8VANGUARD MUN BD FDS922907746135,777$6.8M4.54%
9VANGUARD INDEX FDS92290865232,330$6.8M4.50%
10CAPITAL GRP FIXED INCM ETF T14020Y805179,737$4.6M3.05%
11CAPITAL GRP FIXED INCM ETF T14020Y201157,675$4.3M2.87%
12ISHARES TR46428841439,053$4.2M2.78%
13VANGUARD INTL EQUITY INDEX F92204285867,134$3.6M2.40%
14VANGUARD MUN BD FDS92290771246,767$3.5M2.35%
15CAPITAL GRP FIXED INCM ETF T14020Y201125,482$3.4M2.29%
16VANGUARD INDEX FDS9229083635,081$3.2M2.12%
17VANGUARD TAX-MANAGED FDS92194385845,028$2.8M1.87%
18META PLATFORMS INCMETA4,053$2.7M1.78%
19VANGUARD INDEX FDS92290865211,262$2.4M1.57%
20WALMART INCWMT17,670$2.0M1.31%