HoldingsChannel.com
Cliftonlarsonallen Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IEFA) 1,734,339 +117,247 $113,148
     IEFA1,734,339+117,247$113,148
ISHARES TR (AGG) 973,592 +89,303 $109,403
     AGG973,592+89,303$109,403
ISHARES TR (MUB) 944,243 +35,246 $107,559
     MUB944,243+35,246$107,559
ISHARES TR (IVE) 741,747 +51,810 $96,494
     IVE741,747+51,810$96,494
ISHARES TR (IVW) 480,846 +36,834 $93,111
     IVW480,846+36,834$93,111
ISHARES TR (IJH) 217,637 +11,418 $44,794
     IJH217,637+11,418$44,794
SCHWAB STRATEGIC TR 507,415 +23,555 $39,010
     SCHB507,415+23,555$39,010
ISHARES TR (SUB) 362,223 +82,822 $38,678
     SUB362,223+82,822$38,678
ISHARES INC (IEMG) 692,465 +46,429 $37,227
     IEMG692,465+46,429$37,227
PROSHARES TR (NOBL) 435,452 +111,427 $32,916
     NOBL435,452+111,427$32,916
SCHWAB STRATEGIC TR 346,336 -17,180 $32,178
     SCHG346,336-17,180$32,178
SCHWAB STRATEGIC TR 463,378 -25,391 $27,858
     SCHV463,378-25,391$27,858
SCHWAB STRATEGIC TR 471,192 +56,467 $25,176
     SCHZ471,192+56,467$25,176
ISHARES TR (EMB) 211,443 +12,736 $24,223
     EMB211,443+12,736$24,223
ISHARES TR (ITOT) 321,350 -91,971 $23,359
     ITOT321,350-91,971$23,359
ISHARES TR (IJR) 272,273 +21,891 $22,830
     IJR272,273+21,891$22,830
ISHARES TR (IVV) 66,069 +7,837 $21,356
     IVV66,069+7,837$21,356
SPDR INDEX SHS FDS (CWI) 760,773 +50,270 $19,605
     CWI760,773+50,270$19,605
ISHARES TR (IXUS) 288,701 +16,185 $17,871
     IXUS288,701+16,185$17,871
SPDR SERIES TRUST (TFI) 252,621 +19,666 $12,778
     TFI252,621+19,666$12,778
ISHARES TR (FLOT) 217,076 -132,669 $11,054
     FLOT217,076-132,669$11,054
APPLE INC 36,545 -2,440 $10,731
     AAPL36,545-2,440$10,731
ISHARES TR (HDV) 99,903 -54,982 $9,797
     HDV99,903-54,982$9,797
VANGUARD TAX MANAGED INTL FD (VEA) 182,231 +8,735 $8,029
     VEA182,231+8,735$8,029
ISHARES TR (PFF) 210,072 +81,280 $7,897
     PFF210,072+81,280$7,897
ISHARES TR (USIG) 133,384 +20,663 $7,776
     USIG133,384+20,663$7,776
ISHARES TR (GOVT) 279,301 +48,817 $7,245
     GOVT279,301+48,817$7,245
ISHARES TR (IWF) 40,927 +3,562 $7,200
     IWF40,927+3,562$7,200
ISHARES TR (DGRO) 169,621 +121,003 $7,136
     DGRO169,621+121,003$7,136
MICROSOFT CORP 43,418 +5,699 $6,847
     MSFT43,418+5,699$6,847
ISHARES TR (SHY) 76,677 -22,455 $6,489
     SHY76,677-22,455$6,489
SPDR SERIES TRUST (SDY) 58,594 +20 $6,303
     SDY58,594+20$6,303
ISHARES TR (SHYG) 130,238 +130,238 $6,047
     SHYG130,238+130,238$6,047
VANECK VECTORS ETF TRUST (SHYD) 223,204 +188,628 $5,625
     SHYD223,204+188,628$5,625
ISHARES TR (IBMJ) 213,819 +4,180 $5,508
     IBMJ213,819+4,180$5,508
NUVEEN QUALITY MUNCP INCOME 367,141 +45,330 $5,360
     NAD367,141+45,330$5,360
SPDR S&P 500 ETF TR (SPY) 16,385 -2,087 $5,274
     SPY16,385-2,087$5,274
SPDR SERIES TRUST (IBND) 146,012 +13,379 $4,988
     IBND146,012+13,379$4,988
ISHARES TR (IWD) 35,957 +434 $4,907
     IWD35,957+434$4,907
ISHARES INC (DVYE) 119,802 +93,364 $4,866
     DVYE119,802+93,364$4,866
ISHARES TR (EFA) 67,413 -7,573 $4,681
     EFA67,413-7,573$4,681
SCHWAB STRATEGIC TR 131,346 -2,656 $4,417
     SCHF131,346-2,656$4,417
SPDR SERIES TRUST (SHM) 87,113 -16,726 $4,278
     SHM87,113-16,726$4,278
ISHARES TR (IGSB) 78,728 -106,832 $4,222
     IGSB78,728-106,832$4,222
ISHARES TR (MBB) 35,587 +14,725 $3,845
     MBB35,587+14,725$3,845
NUVEEN AMT FREE QLTY MUN INC 264,408 +62,326 $3,802
     NEA264,408+62,326$3,802
VANGUARD INDEX FDS (VUG) 20,829 +210 $3,794
     VUG20,829+210$3,794
ISHARES TR (HEZU) 119,156 +92,597 $3,787
     HEZU119,156+92,597$3,787
VANGUARD INDEX FDS (VTV) 30,476 +288 $3,653
     VTV30,476+288$3,653
INVESCO EXCHANGE TRADED FD T (PRFZ) 26,670 +301 $3,646
     PRFZ26,670+301$3,646

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 12/31/2019: $1,258,898
At 09/30/2019: $1,145,240

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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