$2.44 Billion is the total value of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's 302 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LEO | Exit | BNY MELLON STRATEGIC MUNS IN | $0 | – | -25,184 | -100.0% | -0.01% | – |
| MIE | Exit | COHEN & STEERS MLP INCOME & | $0 | – | -67,000 | -100.0% | -0.01% | – |
| IAU | Exit | GOLD TRishares | $0 | – | -25,819 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 44 | Q2 2024 | 8.3% |
| Schwab US Large Cap Growth ETF | 43 | Q2 2024 | 18.0% |
| Schwab US Large Cap Value ETF | 43 | Q2 2024 | 17.1% |
| ISHARES TR | 43 | Q2 2024 | 7.4% |
| ISHARES TR | 43 | Q2 2024 | 7.7% |
| VANGUARD TAX-MANAGED INTL FD | 43 | Q2 2024 | 8.3% |
| ISHARES TR | 43 | Q2 2024 | 4.0% |
| SPDR S&P Dividend | 43 | Q2 2024 | 9.1% |
| SCHWAB STRATEGIC TR | 43 | Q2 2024 | 8.1% |
| iShares Tr S&P Mid Cap 600 Index | 43 | Q2 2024 | 2.6% |
View CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| X-17A-5/A | 2024-06-18 |
| X-17A-5 | 2024-06-18 |
| 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 |
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.