Instuitional Investor - Cliftonlarsonallen Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cliftonlarsonallen Wealth Advisors, Llc |
| Portfolio Value | $4,020,637,930 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 1,149,698 | $502,188,000 | 12.49% | |
| 2. | Vanguard Tax-Managed Fds | 5,749,936 | $275,421,943 | 6.85% | |
| 3. | Invesco Exchange Traded Fd T | 3,493,947 | $188,952,662 | 4.69% | |
| 4. | Spdr Series Trust | 7,003,413 | $179,567,514 | 4.46% | |
| 5. | Ishares Tr | 2,213,435 | $155,715,135 | 3.87% |
