CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationminneapolis, MN
- CIK0000944361
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
190 | $5.16B | VOO, SPHQ, VEA, KRE | 13F-HR | Jan 14, 2025 | 000094436125000001 | ||
183 | $4.34B | SPHQ, VEA, KRE, VANGUARD MUN BD FDS | 13F-HR | Oct 15, 2024 | 000094436124000009 | ||
180 | $4.66B | VOO, SPHQ, VEA, KRE | 13F-HR | Jul 12, 2024 | 000094436124000008 | ||
179 | $4.39B | VOO, SPHQ, VEA, KRE | 13F-HR | May 2, 2024 | 000094436124000005 | ||
184 | $4.02B | VOO, VEA, SPHQ, KRE | 13F-HR | Jan 16, 2024 | 000094436124000001 | ||
180 | $3.57B | VOO, VEA, SPHQ, KRE | 13F-HR | Oct 13, 2023 | 000094436123000006 | ||
172 | $3.57B | VOO, VEA, KRE, SPHQ | 13F-HR | Jul 14, 2023 | 000094436123000005 | ||
185 | $3.39B | VOO, VEA, IEFA, VTV | 13F-HR | Apr 13, 2023 | 000094436123000004 | ||
185 | $2.69B | VOO, VEA, IEFA, VLUE | 13F-HR | Jan 19, 2023 | 000094436123000002 | ||
88 | $810.07M | IEFA, VLUE, NOBL, VWO | 13F-HR | Oct 12, 2022 | 000094436122000007 | ||
179 | $2.41B | VOO, VEA, IEFA, MUB | 13F-HR | Jul 8, 2022 | 000094436122000006 | ||
187 | $2.80B | VOO, VEA, IEFA, MUB | 13F-HR | Apr 27, 2022 | 000094436122000005 | ||
173 | $2.74B | VLUE, VEA, MUB, JMST | 13F-HR | Jan 26, 2022 | 000094436122000002 | ||
300 | $2.55B | MUB, VLUE, VEA, IEFA | RESTATEMENT | Nov 2, 2021 | 000094436121000008 | ||
301 | $2.44B | MUB, VEA, VLUE, IEFA | 13F-HR | Jul 21, 2021 | 000094436121000006 | ||
165 | $2.12B | MUB, IEFA, AGG, IVE | 13F-HR | May 24, 2021 | 000094436121000005 | ||
162 | $2.04B | QUAL, MUB, IEFA, AGG | 13F-HR | Jan 14, 2021 | 000094436121000002 | ||
153 | $1.77B | MUB, AGG, QUAL, IEFA | 13F-HR | Oct 13, 2020 | 000094436120000007 | ||
155 | $1.64B | MUB, AGG, IEFA, IVW | 13F-HR | Jul 16, 2020 | 000094436120000006 | ||
149 | $1.26B | IEFA, AGG, MUB, IVE | 13F-HR | Jan 29, 2020 | 000094436120000003 | ||
142 | $1.15B | MUB, AGG, IEFA, IVE | 13F-HR | Oct 7, 2019 | 000094436119000018 | ||
108 | $997.41M | MUB, IEFA, AGG, IVW | 13F-HR | Jul 17, 2019 | 000094436119000014 | ||
108 | $914.42M | IEFA, MUB, AGG, IVW | 13F-HR | Apr 9, 2019 | 000094436119000008 | ||
135 | $1.00B | AGG, IEFA, MUB, IVW | 13F-HR | Jan 22, 2019 | 000094436119000003 | ||
126 | $1.07B | AGG, MUB, IEFA, IVW | 13F-HR | Nov 5, 2018 | 000094436118000010 | ||
127 | $1.02B | MUB, AGG, IEFA, IVW | 13F-HR | Jul 23, 2018 | 000094436118000007 | ||
127 | $1.00B | MUB, AGG, IEFA, IVW | 13F-HR | Apr 26, 2018 | 000094436118000006 | ||
123 | $973.02M | AGG, MUB, IEFA, IVW | 13F-HR | Jan 31, 2018 | 000094436118000003 | ||
131 | $945.21M | AGG, MUB, IEFA, IVW | 13F-HR | Nov 6, 2017 | 000094436117000010 | ||
131 | $895.78M | AGG, MUB, IEFA, IVW | 13F-HR | Aug 1, 2017 | 000094436117000008 | ||
131 | $893.63M | AGG, MUB, IEFA, IVW | 13F-HR | May 1, 2017 | 000094436117000007 | ||
127 | $874.20M | AGG, MUB, IEFA, IVE | 13F-HR | Feb 3, 2017 | 000094436117000004 | ||
125 | $819.55M | AGG, MUB, IEFA, IVW | 13F-HR | Nov 3, 2016 | 000094436116000013 | ||
106 | $691.61M | MUB, AGG, IEFA, IVE | 13F-HR | Aug 9, 2016 | 000094436116000011 | ||
100 | $637.16M | AGG, MUB, IEFA, SCHG | 13F-HR | Apr 27, 2016 | 000094436116000010 | ||
113 | $595.30M | MUB, AGG, SCHG, SCHV | 13F-HR | Feb 1, 2016 | 000094436116000009 | ||
109 | $532.51M | SCHG, MUB, SCHV, AGG | 13F-HR | Oct 27, 2015 | 000094436115000006 | ||
160 | $501.17M | SCHG, SCHV, MUB, VEA | 13F-HR | Jul 29, 2015 | 000094436115000005 | ||
85 | $449.34M | SCHG, SCHV, VEA, 9000020D | 13F-HR | Apr 8, 2015 | 000094436115000003 | ||
77 | $461.82M | SCHG, SCHV, VEA, 9000020D | 13F-HR | Jan 22, 2015 | 000094436115000002 | ||
73 | $467.92M | SCHG, SCHV, VEA, 9000020D | 13F-HR | Oct 17, 2014 | 000094436114000011 | ||
77 | $507.98M | SCHG, SCHV, VEA, KRE | 13F-HR | Jul 16, 2014 | 000094436114000008 | ||
76 | $452.61M | SCHG, SCHV, KRE, VEA | 13F-HR | Apr 11, 2014 | 000094436114000006 | ||
76 | $399.27M | KRE, SCHG, SCHV, DXJ | 13F-HR | Jan 31, 2014 | 000094436114000005 |