Instuitional Investor - Cliftonlarsonallen Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cliftonlarsonallen Wealth Advisors, Llc |
| Portfolio Value | $6,336,336,772 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 2,019,365 | $1,236,618,992 | 19.52% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 8,413,908 | $616,655,317 | 9.73% | |
| 3. | Vanguard Tax-Managed Fds | 7,726,166 | $462,951,848 | 7.31% | |
| 4. | Spdr Series Trust | 14,165,317 | $366,173,441 | 5.78% | |
| 5. | Vanguard Mun Bd Fds | 5,366,870 | $268,719,165 | 4.24% |
Hedge Fund Resource Center 
