$637 Million is the total value of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's 100 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHM | New | SPDR SER TRnuvn br sht muni | $4,263,000 | – | 87,317 | +100.0% | 0.67% | – |
| IGIB | New | ISHARES TRinterm cr bd etf | $2,321,000 | – | 21,163 | +100.0% | 0.36% | – |
| TFI | New | SPDR SER TRnuvn brcly muni | $1,083,000 | – | 21,956 | +100.0% | 0.17% | – |
| PG | New | PROCTER & GAMBLE CO | $850,000 | – | 10,328 | +100.0% | 0.13% | – |
| USCI | New | UNITED STS COMMODITY INDEX F | $616,000 | – | 15,238 | +100.0% | 0.10% | – |
| IBND | New | SPDR SERIES TRUSTbrcly intl crp | $557,000 | – | 16,939 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 41 | Q3 2023 | 8.3% |
| Schwab US Large Cap Growth ETF | 40 | Q3 2023 | 18.0% |
| Schwab US Large Cap Value ETF | 40 | Q3 2023 | 17.1% |
| ISHARES TR | 40 | Q3 2023 | 7.4% |
| ISHARES TR | 40 | Q3 2023 | 7.7% |
| VANGUARD TAX-MANAGED INTL FD | 40 | Q3 2023 | 8.3% |
| ISHARES TR | 40 | Q3 2023 | 4.0% |
| SPDR S&P Dividend | 40 | Q3 2023 | 9.1% |
| SCHWAB STRATEGIC TR | 40 | Q3 2023 | 8.1% |
| iShares Tr S&P Mid Cap 600 Index | 40 | Q3 2023 | 2.6% |
View CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-13 |
| X-17A-5 | 2023-03-31 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-27 |
View CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.