HoldingsChannel.com
Cliftonlarsonallen Wealth Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (MUB) 908,997 +94,474 $103,717
     MUB908,997+94,474$103,717
ISHARES TR (AGG) 884,289 +94,687 $100,075
     AGG884,289+94,687$100,075
ISHARES TR (IEFA) 1,617,092 +177,126 $98,756
     IEFA1,617,092+177,126$98,756
ISHARES TR (IVE) 689,937 +69,900 $82,199
     IVE689,937+69,900$82,199
ISHARES TR (IVW) 444,012 +40,151 $79,935
     IVW444,012+40,151$79,935
ISHARES TR (IJH) 206,219 +22,044 $39,848
     IJH206,219+22,044$39,848
SCHWAB STRATEGIC TR 483,860 +82,290 $34,364
     SCHB483,860+82,290$34,364
ISHARES INC (IEMG) 646,036 +56,415 $31,669
     IEMG646,036+56,415$31,669
SCHWAB STRATEGIC TR 363,516 -7,251 $30,539
     SCHG363,516-7,251$30,539
ISHARES TR (SUB) 279,401 +51,153 $29,767
     SUB279,401+51,153$29,767
SCHWAB STRATEGIC TR 488,769 -4,868 $27,728
     SCHV488,769-4,868$27,728
ISHARES TR (ITOT) 413,321 -13,475 $27,721
     ITOT413,321-13,475$27,721
PROSHARES TR (NOBL) 324,025 +64,379 $23,194
     NOBL324,025+64,379$23,194
ISHARES TR (EMB) 198,707 +18,615 $22,523
     EMB198,707+18,615$22,523
SCHWAB STRATEGIC TR 414,725 +66,149 $22,333
     SCHZ414,725+66,149$22,333
ISHARES TR (IJR) 250,382 +31,444 $19,490
     IJR250,382+31,444$19,490
ISHARES TR (FLOT) 349,745 -8,774 $17,826
     FLOT349,745-8,774$17,826
ISHARES TR (IVV) 58,232 +11,349 $17,383
     IVV58,232+11,349$17,383
SPDR INDEX SHS FDS (CWI) 710,503 +321,004 $17,080
     CWI710,503+321,004$17,080
ISHARES TR (IXUS) 272,516 +32,663 $15,741
     IXUS272,516+32,663$15,741
ISHARES TR (HDV) 154,885 -12,072 $14,584
     HDV154,885-12,072$14,584
SPDR SERIES TRUST (TFI) 232,955 +60,640 $11,809
     TFI232,955+60,640$11,809
ISHARES INC (EMHY) 242,912 -42,232 $11,293
     EMHY242,912-42,232$11,293
ISHARES TR (HYG) 122,980 -21,697 $10,720
     HYG122,980-21,697$10,720
ISHARES TR (IGSB) 185,560 -25,383 $9,959
     IGSB185,560-25,383$9,959
APPLE INC 38,985 +22,821 $8,731
     AAPL38,985+22,821$8,731
ISHARES TR (SHY) 99,132 +6,864 $8,408
     SHY99,132+6,864$8,408
VANGUARD TAX MANAGED INTL FD (VEA) 173,496 -4,586 $7,127
     VEA173,496-4,586$7,127
ISHARES TR (USIG) 112,721 +29,977 $6,569
     USIG112,721+29,977$6,569
ISHARES TR (GOVT) 230,484 +55,135 $6,067
     GOVT230,484+55,135$6,067
SPDR SERIES TRUST (SDY) 58,574 +141 $6,010
     SDY58,574+141$6,010
ISHARES TR (IWF) 37,365 +447 $5,965
     IWF37,365+447$5,965
ISHARES TR (HEFA) 198,509 -37,165 $5,943
     HEFA198,509-37,165$5,943
SPDR S&P 500 ETF TR (SPY) 18,472 +4,521 $5,482
     SPY18,472+4,521$5,482
ISHARES TR (IBMJ) 209,639 +59,872 $5,404
     IBMJ209,639+59,872$5,404
MICROSOFT CORP 37,719 +18,488 $5,244
     MSFT37,719+18,488$5,244
SPDR SERIES TRUST (SHM) 103,839 +13,561 $5,087
     SHM103,839+13,561$5,087
ISHARES TR (EFA) 74,986 -1,191 $4,890
     EFA74,986-1,191$4,890
ISHARES TR (PFF) 128,792 +29,399 $4,834
     PFF128,792+29,399$4,834
NUVEEN QUALITY MUNCP INCOME 321,811 +9,089 $4,621
     NAD321,811+9,089$4,621
ISHARES TR (IWD) 35,523 -1,299 $4,556
     IWD35,523-1,299$4,556
SPDR SERIES TRUST (IBND) 132,633 +22,669 $4,417
     IBND132,633+22,669$4,417
SCHWAB STRATEGIC TR 134,002 +32,973 $4,269
     SCHF134,002+32,973$4,269
WISDOMTREE TR 107,365 UNCH $3,898
     DON107,365UNCH$3,898
ISHARES TR (IXC) 124,148 -16,944 $3,794
     IXC124,148-16,944$3,794
ISHARES TR (IBMI) 143,685 +5,985 $3,668
     IBMI143,685+5,985$3,668
ISHARES TR (IBMK) 135,154 +16,667 $3,533
     IBMK135,154+16,667$3,533
NUVEEN MUN HIGH INCOME OPP F 245,363 -2,958 $3,504
     NMZ245,363-2,958$3,504
VANGUARD INDEX FDS (VUG) 20,619 +361 $3,429
     VUG20,619+361$3,429
VANGUARD INDEX FDS (VTV) 30,188 +847 $3,370
     VTV30,188+847$3,370

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 09/30/2019: $1,145,240
At 06/30/2019: $997,411

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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