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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFLI TIPS ETF | 301 | $456,093 | 17,837 | 0.00 | 0.00 | -3,017 | -14.47 | 12-31-2023 |
| ISHARES TR | IBONDS DEC 2030 | 302 | $443,945 | 20,515 | 0.00 | 20,515 | +Inf | 12-31-2023 | |
| SPDR SER TR | PRTFLO S&P500 VL | Liquidated | $0 | 0 | 0.00 | 10,136 | +Inf | 12-31-2023 | |
| FORD MTR CO DEL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,579 | 5.03 | 12-31-2023 |
