CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q4 2020 Filing

Filed January 14, 2021

Portfolio Value

$2.0T

Holdings

162

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (162 positions)

StockValue
QUALISHARES TR
$132.0M
MUBISHARES TR
$118.2M
AQLTISHARES TR
$111.6M
AGGISHARES TR
$109.1M
IVWISHARES TR
$96.7M
IVEISHARES TR
$92.1M
VOOVANGUARD INDEX FDS
$88.3M
VEUVANGUARD INTL EQUITY INDEX F
$72.0M
JPSTJ P MORGAN EXCHANGE-TRADED F
$63.5M
NOBLPROSHARES TR
$52.9M
SCHBSCHWAB STRATEGIC TR
$50.5M
IQLTISHARES TR
$48.9M
VIGVANGUARD SPECIALIZED FUNDS
$47.5M
IJHISHARES TR
$46.6M
IEMGISHARES INC
$39.9M
JMSTJ P MORGAN EXCHANGE-TRADED F
$38.0M
VTEBVANGUARD MUN BD FDS
$37.7M
IVVISHARES TR
$33.6M
VGLTVANGUARD SCOTTSDALE FDS
$33.1M
SCHGSCHWAB STRATEGIC TR
$32.0M
VGKVANGUARD INTL EQUITY INDEX F
$29.1M
VCITVANGUARD SCOTTSDALE FDS
$28.3M
IJRISHARES TR
$28.1M
SCHZSCHWAB STRATEGIC TR
$26.8M
SCHVSCHWAB STRATEGIC TR
$26.0M
CWISPDR INDEX SHS FDS
$24.9M
EMBISHARES TR
$23.0M
IXUSISHARES TR
$22.9M
VCLTVANGUARD SCOTTSDALE FDS
$22.3M
ITOTISHARES TR
$21.3M
EFAVISHARES TR
$19.2M
TFISPDR SER TR
$19.1M
VEAVANGUARD TAX-MANAGED INTL FD
$18.9M
AAPLAPPLE INC
$18.7M
SPYGSPDR SER TR
$18.6M
ICSHISHARES TR
$18.3M
SPLVINVESCO EXCH TRADED FD TR II
$18.1M
SCHFSCHWAB STRATEGIC TR
$11.9M
USIGISHARES TR
$10.2M
AQLTISHARES TR
$10.2M
PFFISHARES TR
$10.0M
DGROISHARES TR
$9.1M
MSFTMICROSOFT CORP
$9.0M
ROKROCKWELL AUTOMATION INC
$8.8M
IWFISHARES TR
$8.7M
USMVISHARES TR
$8.2M
SUBISHARES TR
$7.8M
SDYSPDR SER TR
$7.4M
SPYSPDR S&P 500 ETF TR
$6.5M
IBNDSPDR SER TR
$6.0M
SHYISHARES TR
$5.5M
ISHARES TR
$5.4M
NADNUVEEN QUALITY MUNCP INCOME
$5.3M
IWDISHARES TR
$5.0M
IGSBISHARES TR
$5.0M
FLOTISHARES TR
$4.9M
MBBISHARES TR
$4.7M
EFAISHARES TR
$4.4M
ESGEISHARES INC
$4.3M
VUGVANGUARD INDEX FDS
$4.1M
VTVANGUARD INTL EQUITY INDEX F
$4.1M
ISHARES TR
$3.9M
NMZNUVEEN MUN HIGH INCOME OPPOR
$3.7M
SHYGISHARES TR
$3.6M
XNEAXNUVEEN AMT FREE QLTY MUN INC
$3.4M
VTIVANGUARD INDEX FDS
$3.3M
VTVVANGUARD INDEX FDS
$3.3M
SBACSBA COMMUNICATIONS CORP NEW
$3.3M
IAUISHARES TR
$3.2M
BNDVANGUARD BD INDEX FDS
$3.2M
AQLTISHARES TR
$3.0M
ISHARES TR
$3.0M
IWMISHARES TR
$2.9M
EEMISHARES TR
$2.9M
SHMSPDR SER TR
$2.6M
PGPROCTER AND GAMBLE CO
$2.6M
VWOVANGUARD INTL EQUITY INDEX F
$2.6M
IAUISHARES TR
$2.6M
XLUSELECT SECTOR SPDR TR
$2.5M
SHYDVANECK VECTORS ETF TR
$2.4M
PRFZINVESCO EXCHANGE TRADED FD T
$2.4M
TLTISHARES TR
$2.3M
MHIPIONEER MUN HIGH INCOME TR
$2.3M
DONWISDOMTREE TR
$2.2M
MRKMERCK & CO. INC
$2.2M
IBDPISHARES TR
$2.1M
IBMQISHARES TR
$2.1M
IBDQISHARES TR
$2.0M
PEOEXELON CORP
$2.0M
LQDHISHARES U S ETF TR
$2.0M
XPMAXPIONEER MUN HIGH INCOME ADVA
$2.0M
IBMOISHARES TR
$1.9M
BSVVANGUARD BD INDEX FDS
$1.8M
IBDRISHARES TR
$1.7M
HDVISHARES TR
$1.7M
SCHESCHWAB STRATEGIC TR
$1.7M
AQLTISHARES TR
$1.6M
EMREMERSON ELEC CO
$1.6M
SBUXSTARBUCKS CORP
$1.5M
DVNDEVON ENERGY CORP NEW
$1.5M
Page 1 of 2Next