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 |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | 201 | $923,445 | 10,975 | 0.00 | 10,975 | +Inf | 12-31-2023 | |
| SPDR SER TR | NUVEEN BLMBRG SH | 202 | $911,547 | 19,074 | 0.00 | 19,074 | +Inf | 12-31-2023 | |
| ISHARES TR | EAFE VALUE ETF | 203 | $908,051 | 17,429 | 0.00 | 0.00 | 2,003 | 12.98 | 12-31-2023 |
| ISHARES TR | USD GRN BOND ETF | 204 | $896,804 | 18,988 | 0.00 | 0.00 | 991 | 5.51 | 12-31-2023 |
