HoldingsChannel.com
Cliftonlarsonallen Wealth Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (MUB) 814,523 +79,197 $92,114
     MUB814,523+79,197$92,114
ISHARES TR (IEFA) 1,439,966 +82,136 $88,414
     IEFA1,439,966+82,136$88,414
ISHARES TR (AGG) 789,602 +43,374 $87,922
     AGG789,602+43,374$87,922
ISHARES TR (IVW) 403,861 +20,016 $72,388
     IVW403,861+20,016$72,388
ISHARES TR (IVE) 620,037 +40,215 $72,278
     IVE620,037+40,215$72,278
ISHARES TR (IJH) 184,175 +7,770 $35,778
     IJH184,175+7,770$35,778
SCHWAB STRATEGIC TR 370,767 -9,572 $30,852
     SCHG370,767-9,572$30,852
ISHARES INC (IEMG) 589,621 +31,189 $30,330
     IEMG589,621+31,189$30,330
ISHARES TR (ITOT) 426,796 -5,285 $28,437
     ITOT426,796-5,285$28,437
SCHWAB STRATEGIC TR 401,570 +18,060 $28,323
     SCHB401,570+18,060$28,323
SCHWAB STRATEGIC TR 493,637 -6,235 $27,713
     SCHV493,637-6,235$27,713
ISHARES TR (SUB) 228,248 -17,050 $24,320
     SUB228,248-17,050$24,320
ISHARES TR (EMB) 180,092 +9,425 $20,403
     EMB180,092+9,425$20,403
SCHWAB STRATEGIC TR 348,576 +26,261 $18,475
     SCHZ348,576+26,261$18,475
ISHARES TR (FLOT) 358,519 +1,887 $18,259
     FLOT358,519+1,887$18,259
PROSHARES TR (NOBL) 259,646 +129,289 $18,012
     NOBL259,646+129,289$18,012
ISHARES TR (IJR) 218,938 +17,667 $17,138
     IJR218,938+17,667$17,138
ISHARES TR (HDV) 166,957 +6,366 $15,777
     HDV166,957+6,366$15,777
SPDR INDEX SHS FDS (CWI) 389,499 +19,134 $14,283
     CWI389,499+19,134$14,283
ISHARES TR (IXUS) 239,853 +20,551 $14,065
     IXUS239,853+20,551$14,065
ISHARES TR (IVV) 46,883 +17,088 $13,819
     IVV46,883+17,088$13,819
ISHARES INC (EMHY) 285,144 +6,926 $13,627
     EMHY285,144+6,926$13,627
ISHARES TR (HYG) 144,677 +2,713 $12,613
     HYG144,677+2,713$12,613
ISHARES TR (IGSB) 210,943 +34,721 $11,273
     IGSB210,943+34,721$11,273
SPDR SERIES TRUST (TFI) 172,315 -1,247 $8,640
     TFI172,315-1,247$8,640
ISHARES TR (SHY) 92,268 +7,225 $7,822
     SHY92,268+7,225$7,822
VANGUARD TAX MANAGED INTL FD (VEA) 178,082 +3,015 $7,428
     VEA178,082+3,015$7,428
ISHARES TR (HEFA) 235,674 +3,222 $7,028
     HEFA235,674+3,222$7,028
SPDR SERIES TRUST (SDY) 58,433 -7,826 $5,895
     SDY58,433-7,826$5,895
ISHARES TR (IWF) 36,918 +347 $5,809
     IWF36,918+347$5,809
ISHARES TR (EFA) 76,177 +15,086 $5,007
     EFA76,177+15,086$5,007
ISHARES TR (USIG) 82,744 +24,620 $4,722
     USIG82,744+24,620$4,722
ISHARES TR (IWD) 36,822 -628 $4,684
     IWD36,822-628$4,684
ISHARES TR (IXC) 141,092 -33,548 $4,581
     IXC141,092-33,548$4,581
ISHARES TR (GOVT) 175,349 +51,901 $4,527
     GOVT175,349+51,901$4,527
SPDR SERIES TRUST (SHM) 90,278 +30,719 $4,417
     SHM90,278+30,719$4,417
NUVEEN QUALITY MUNCP INCOME 312,722 +45,440 $4,378
     NAD312,722+45,440$4,378
SPDR S&P 500 ETF TR (SPY) 13,951 +13,951 $4,088
     SPY13,951+13,951$4,088
WISDOMTREE TR 107,365 -5,480 $3,887
     DON107,365-5,480$3,887
ISHARES TR (IBMJ) 149,767 +17,291 $3,861
     IBMJ149,767+17,291$3,861
SPDR SERIES TRUST (IBND) 109,964 +5,723 $3,760
     IBND109,964+5,723$3,760
ISHARES TR (PFF) 99,393 +65,975 $3,663
     PFF99,393+65,975$3,663
ISHARES TR (OEF) 27,175 -202 $3,522
     OEF27,175-202$3,522
ISHARES TR (IBMI) 137,700 +14,146 $3,518
     IBMI137,700+14,146$3,518
INVESCO EXCHANGE TRADED FD T (PRFZ) 27,237 -452 $3,478
     PRFZ27,237-452$3,478
NUVEEN MUN HIGH INCOME OPP F 248,321 +2,435 $3,467
     NMZ248,321+2,435$3,467
INNOVATOR ETFS TR (FFTY) 97,705 +732 $3,350
     FFTY97,705+732$3,350
VANGUARD INDEX FDS (VUG) 20,258 +139 $3,310
     VUG20,258+139$3,310
VANGUARD INDEX FDS (VTV) 29,341 +3,204 $3,255
     VTV29,341+3,204$3,255
SCHWAB STRATEGIC TR 101,029 -10,819 $3,242
     SCHF101,029-10,819$3,242

See Full List: All Stocks Held By Cliftonlarsonallen Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cliftonlarsonallen Wealth Advisors LLC

Size ($ in 1000's)
At 06/30/2019: $997,411
At 03/31/2019: $914,420

Cliftonlarsonallen Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cliftonlarsonallen Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Cliftonlarsonallen Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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