Instuitional Investor - Cliftonlarsonallen Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cliftonlarsonallen Wealth Advisors, Llc |
| Portfolio Value | $7,607,052,559 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 2,353,485 | $1,616,396,810 | 21.25% | |
| 2. | Vanguard Tax-Managed Fds | 11,054,365 | $787,623,509 | 10.35% | |
| 3. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 7,364,726 | $663,561,786 | 8.72% | |
| 4. | Vanguard Mun Bd Fds | 6,394,230 | $323,420,130 | 4.25% | |
| 5. | Spdr Series Trust | 5,022,048 | $289,621,490 | 3.81% |
Hedge Fund Resource Center 
