Instuitional Investor - Cliftonlarsonallen Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cliftonlarsonallen Wealth Advisors, Llc
Portfolio Value $2,357,520,429
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguardindexfds - S&P500ETFSHS
2,297,214 $1,372,700,187 20.1%
2.
Vanguardtax-Managedfds
10,869,572 $696,522,144 10.2%
3.
Invescoexchangetradedfdt - S&P500QUALITY
7,350,884 $552,712,994 8.09%
4.
Vanguardmunbdfds
6,316,714 $315,140,839 4.62%
5.
Spdr Series Trust
9,329,661 $239,025,927 3.5%