Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CLIFTONLARSONALLEN WEALTH ADVISORS LLC 01-29-2020 12-31-2019 150 1,258,898,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE MSCI EAFE 1 $113,148,000 1,734,339 8.99 8.62 117,247 7.25 12-31-2019
ISHARES TR CORE US AGGBD ET 2 $109,403,000 973,592 8.69 8.74 89,303 10.10 12-31-2019
ISHARES TR NATIONAL MUN ETF 3 $107,559,000 944,243 8.54 9.06 35,246 3.88 12-31-2019
ISHARES TR S&P 500 VAL ETF 4 $96,494,000 741,747 7.66 7.18 51,810 7.51 12-31-2019
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