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Institutional Investment Manager
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (CIK: 0000944361) incorporated in Minnesota, located at 220 S. Sixth Street, Minneapolis, MN. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q1)
Original 13F HR (0000944361-15-000003) filed in 2015.04.08
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD INDEX FDS 24,161 2,022 0.45%
52 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 67,641 2,040 0.45%
53 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 24,282 2,200 0.49%
54 ISHARES RUSSELL 3000 ETF 17,975 2,226 0.50%
55 FlexShares Global Upstream Nat 76,193 2,273 0.51%
56 VANGUARD INDEX FDS 23,428 2,451 0.55%
57 SCHWAB U.S. LARGE-CAP ETF 50,733 2,515 0.56%
58 ISHARES TR 67,490 2,708 0.60%
59 NUVEEN MUN HIGH INCOME OPPOR 241,567 3,343 0.74%
60 VANGUARD BD INDEX FDS 42,367 3,411 0.76%
61 NUVEEN PERFORMANCE PLUS MUNICIPAL FUND INC 237,411 3,530 0.79%
62 ISHARES TR 29,032 3,533 0.79%
63 US BANCORP DEL 81,859 3,575 0.80%
64 WISDOMTREE TR 44,178 3,803 0.85%
65 ISHARES TR 33,278 3,928 0.87%
66 VANGUARD INTL EQUITY INDEX F 103,863 4,245 0.94%
67 ISHARES TR 29,351 4,461 0.99%
68 ISHARES TR 44,590 4,932 1.10%
69 ISHARES TR 53,514 5,294 1.18%
70 ISHARES TR 54,127 5,579 1.24%
71 ISHARES TR 72,255 6,688 1.49%
72 VANGUARD INTL EQUITY INDEX F 138,567 6,752 1.50%
73 FLEXSHARES TR 278,939 6,803 1.51%
74 ISHARES TR 64,458 7,345 1.63%
75 First Trust Dow Jones Global S 295,770 7,474 1.66%
76 ISHARES TR 130,593 8,380 1.86%
77 Spdr Ser Tr Nuveen Barcl 369,386 8,983 2.00%
78 POWERSHARES ETF TR II 641,199 11,862 2.64%
79 POWERSHARES ETF TRUST 150,925 15,698 3.49%
80 SCHWAB INTERNATIONAL EQUITY ETF 603,043 18,230 4.06%
81 SPDR SER TR 247,590 19,362 4.31%
82 CLAYMORE EXCHANGE TRD FD TR 1,137,680 25,097 5.59%
83 VANGUARD TAX-MANAGED FDS 803,921 32,020 7.13%
84 SCHWAB U.S. LARGE-CAP VALUE ETF 1,696,103 73,390 16.33%
85 SCHWAB U.S. LARGE-CAP GROWTH ETF 1,496,396 80,611 17.94%
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