CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Institutional Filer | ▲ 11.41% | $7.61B | 253 |
Current Portfolio Holdings
Showing all 253 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 2.4M | $1.62B | 21.25% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 11.1M | $787.6M | 10.35% |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 7.4M | $663.6M | 8.72% |
| 4 | VTEB | VANGUARD MUN BD FDS | — | 6.4M | $323.4M | 4.25% |
| 5 | SPSM | SPDR SERIES TRUST | — | 5.0M | $289.6M | 3.81% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4.2M | $252.2M | 3.31% |
| 7 | SPAB | SPDR SERIES TRUST | — | 9.8M | $249.8M | 3.28% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | — | 4.2M | $247.5M | 3.25% |
| 9 | MBB | ISHARES TR | — | 2.0M | $185.0M | 2.43% |
| 10 | NOBL | PROSHARES TR | — | 2.7M | $150.9M | 1.98% |
| 11 | SPIB | SPDR SERIES TRUST | — | 4.5M | $148.9M | 1.96% |
| 12 | FLMI | FRANKLIN TEMPLETON ETF TR | — | 5.2M | $131.4M | 1.73% |
| 13 | BINC | BLACKROCK ETF TRUST II | — | 2.2M | $115.6M | 1.52% |
| 14 | SPYG | SPDR SERIES TRUST | — | 912K | $108.5M | 1.43% |
| 15 | IVW | ISHARES TR | — | 762K | $104.8M | 1.38% |
Showing 1 to 15 of 253 holdings