Instuitional Investor - Cliftonlarsonallen Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cliftonlarsonallen Wealth Advisors, Llc |
| Portfolio Value | $5,159,981,707 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 1,571,491 | $846,734,973 | 16.4% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 7,673,847 | $514,377,983 | 9.96% | |
| 3. | Vanguard Tax-Managed Fds | 7,554,283 | $361,245,800 | 7% | |
| 4. | Spdr Series Trust | 12,821,067 | $320,398,456 | 6.2% | |
| 5. | Vanguard Mun Bd Fds | 3,837,927 | $192,395,302 | 3.72% |
