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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI INTL QUALTY | 101 | $2,868,458 | 76,370 | 0.00 | 0.00 | -930 | -1.20 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 102 | $2,748,002 | 42,618 | 0.00 | 0.00 | -1,841 | -4.14 | 12-31-2023 |
| ISHARES TR | IBONDS DEC2026 | 103 | $2,683,968 | 112,300 | 0.00 | 0.00 | 54,809 | 95.33 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 25 | 104 | $2,658,217 | 100,140 | 0.00 | 0.00 | -5,880 | -5.55 | 12-31-2023 |
