Instuitional Investor - Cliftonlarsonallen Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cliftonlarsonallen Wealth Advisors, Llc |
| Portfolio Value | $6,615,911,095 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 2,096,375 | $1,314,699,581 | 19.87% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 8,910,347 | $668,721,512 | 10.11% | |
| 3. | Vanguard Tax-Managed Fds | 7,957,746 | $497,120,420 | 7.51% | |
| 4. | Spdr Series Trust | 15,211,308 | $391,691,170 | 5.92% | |
| 5. | Vanguard Mun Bd Fds | 5,599,510 | $281,599,339 | 4.26% |
Hedge Fund Resource Center 
