Instuitional Investor - Cliftonlarsonallen Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cliftonlarsonallen Wealth Advisors, Llc |
| Portfolio Value | $2,357,520,429 |
Top 13F Holdings
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% |