$894 Million is the total value of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's 132 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| F | Exit | FORD MTR CO DEL | $0 | – | -18,646 | -100.0% | -0.03% | – |
| HCP | Exit | HCP INC | $0 | – | -10,422 | -100.0% | -0.04% | – |
| GGP | Exit | GENERAL GROWTH PPTYS INC | $0 | – | -21,085 | -100.0% | -0.06% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -10,611 | -100.0% | -0.08% | – |
| SE | Exit | SPECTRA ENERGY CORP | $0 | – | -17,207 | -100.0% | -0.08% | – |
| AGZD | Exit | WISDOMTREE TRbrclys intrt hed | $0 | – | -16,777 | -100.0% | -0.09% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -11,386 | -100.0% | -0.13% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -10,936 | -100.0% | -0.14% | – |
| HYMB | Exit | SPDR SERIES TRUSTnuv hghyld mun | $0 | – | -114,942 | -100.0% | -0.74% | – |
| IEI | Exit | ISHARES TR3-7 yr tr bd etf | $0 | – | -56,475 | -100.0% | -0.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-01
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.