Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS LLC | 01-16-2024 | 12-31-2023 | 185 | 4,020,637,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $502,188,000 | 1,149,698 | 0.01 | 0.01 | 48,010 | 4.36 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $275,421,943 | 5,749,936 | 0.01 | 0.01 | 294,144 | 5.39 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 3 | $188,952,662 | 3,493,947 | 0.00 | 0.00 | 178,554 | 5.39 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO AGRGTE | 4 | $179,567,514 | 7,003,413 | 0.00 | 0.00 | 188,600 | 2.77 | 12-31-2023 |
