Instuitional Investor - Cliftonlarsonallen Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cliftonlarsonallen Wealth Advisors, Llc |
| Portfolio Value | $5,961,318,382 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 1,985,564 | $1,127,859,887 | 18.92% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 8,043,049 | $573,147,640 | 9.61% | |
| 3. | Vanguard Tax-Managed Fds | 7,576,249 | $431,921,953 | 7.25% | |
| 4. | Spdr Series Trust | 12,634,914 | $323,453,787 | 5.43% | |
| 5. | Vanguard Mun Bd Fds | 5,046,259 | $247,418,097 | 4.15% |
