Instuitional Investor - Cliftonlarsonallen Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cliftonlarsonallen Wealth Advisors, Llc |
| Portfolio Value | $5,361,813,900 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 1,816,302 | $933,415,673 | 17.41% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 7,723,962 | $512,407,669 | 9.56% | |
| 3. | Vanguard Tax-Managed Fds | 7,190,319 | $365,483,924 | 6.82% | |
| 4. | Spdr Series Trust | 11,745,372 | $299,976,795 | 5.59% | |
| 5. | Vanguard Mun Bd Fds | 4,630,555 | $229,768,139 | 4.29% |
