Cliftonlarsonallen Wealth Advisors, LLC
CIK Number: 0000944361
Main Sectors:
Top Industries:
Filing Date: Apr 17, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 1.82M | +15.58% | 933.42M | 535.45 | 17.41% | Share |
| 2 | SPHQ | Invesco S&P 500... | 72.51 | -0.6% | 7.72M | +0.65% | 512.41M | 55.88 | 9.56% | Share |
| 3 | VEA | Vanguard Develo... | 58.60 | -0.18% | 7.19M | -4.82% | 365.48M | 44.27 | 6.82% | Share |
| 4 | SPAB | SPDR Portfolio ... | 25.55 | -0.31% | 11.75M | -8.39% | 299.98M | 25.39 | 5.59% | Share |
| 5 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 4.63M | +20.65% | 229.77M | 49.96 | 4.29% | Share |
| 6 | SPIB | SPDR Portfolio ... | 33.65 | -0.15% | 5.04M | +30.62% | 167.47M | 32.69 | 3.12% | Share |
| 7 | VIGI | Vanguard Intern... | 88.81 | -0.13% | 1.74M | -9.8% | 144.2M | 77.84 | 2.69% | Share |
| 8 | NOBL | ProShares S&P 5... | 104.33 | -0.96% | 1.27M | +2.38% | 129.55M | 78.63 | 2.42% | Share |
| 9 | SPSM | SPDR Portfolio ... | 44.89 | -1.47% | 3M | +47.87% | 122.44M | 39.52 | 2.28% | Share |
| 10 | VGIT | Vanguard Interm... | 59.64 | -0.22% | 1.96M | +67.72% | 116.72M | 58.69 | 2.18% | Share |
| 11 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 2.53M | +6.90% | 114.34M | 39.49 | 2.13% | Share |
| 12 | IEFA | iShares Core MS... | 85.61 | -0.04% | 1.44M | -35.6% | 108.75M | 61.13 | 2.03% | Share |
| 13 | IVE | iShares S&P 500... | 202.03 | -0.1% | 557.17K | -12.37% | 106.18M | 146.03 | 1.98% | Share |
| 14 | IVW | iShares S&P 500... | 115.82 | +0.14% | 1.08M | -20.35% | 100.38M | 59.53 | 1.87% | Share |
| 15 | MBB | iShares MBS ETF | 93.62 | -0.34% | 941.71K | +2K% | 88.31M | 93.73 | 1.65% | Share |
| 16 | PZA | Invesco Nationa... | 22.20 | -0.27% | 3.7M | +36.95% | 85.25M | 23.52 | 1.59% | Share |
| 17 | MUB | iShares Nationa... | 104.03 | -0.18% | 802.17K | -28.68% | 84.58M | 105.97 | 1.58% | Share |
| 18 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 941.93K | +0.86% | 75.7M | 56.08 | 1.41% | Share |
| 19 | SHM | SPDR Nuveen Blo... | 48.18 | -0.02% | 1.51M | -12.08% | 71.82M | 47.32 | 1.34% | Share |
| 20 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 2M | -2.29% | 66M | 26.98 | 1.23% | Share |
| 21 | PFF | iShares Preferr... | 31.44 | -0.16% | 1.88M | +4.94% | 57.92M | 31.01 | 1.08% | Share |
| 22 | SCHB | Schwab U.S. Bro... | 24.87 | -0.12% | 2.56M | -7.06% | 55.07M | 15.15 | 1.03% | Share |
| 23 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 2.13M | -4.03% | 53.28M | 13.91 | 0.99% | Share |
| 24 | FLMI | Franklin Dynami... | 24.12 | -0.15% | 2.06M | +100.00% | 50.34M | 24.44 | 0.94% | Share |
| 25 | HYMB | SPDR Nuveen Blo... | 24.21 | -0.33% | 1.98M | +3.14K% | 49.99M | 25.23 | 0.93% | Share |
| 26 | IVV | iShares Core S&... | 648.15 | +0.01% | 80.33K | -10.43% | 45.14M | 384.21 | 0.84% | Share |
| 27 | IWY | iShares Russell... | 261.68 | +0.21% | 204.73K | -18.51% | 43.19M | 195.34 | 0.81% | Share |
| 28 | IEMG | iShares Core MS... | 61.97 | -1.17% | 785.75K | -9.98% | 42.41M | 47.1 | 0.79% | Share |
| 29 | EOG | EOG Resources, ... | 119.79 | +0.27% | 324.59K | -0.23% | 41.63M | 126.1 | 0.78% | Share |
| 30 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 230.08K | +131.26% | 39.32M | 140.12 | 0.73% | Share |
| 31 | AAPL | Apple Inc. | 232.81 | -0.22% | 172.06K | +0.08% | 38.22M | 169.68 | 0.71% | Share |
| 32 | DFAX | Dimensional Wor... | 30.43 | -0.47% | 1.43M | -3.28% | 37.49M | 25.81 | 0.70% | Share |
| 33 | CWI | SPDR MSCI ACWI ... | 33.56 | -0.33% | 1.19M | -2.13% | 35.15M | 24.49 | 0.66% | Share |
| 34 | IQLT | iShares MSCI In... | 42.98 | -0.14% | 829.21K | +1.19K% | 32.91M | 39 | 0.61% | Share |
| 35 | SPLV | Invesco S&P 500... | 73.55 | -0.65% | 372.67K | +3.18% | 27.85M | 64.21 | 0.52% | Share |
| 36 | IGEB | iShares Investm... | 45.52 | -0.25% | 611.37K | +100.00% | 27.52M | 45.01 | 0.51% | Share |
| 37 | JIRE | JPMorgan Intern... | 72.31 | +0.12% | 421.22K | +34.35% | 26.84M | 60.52 | 0.50% | Share |
| 38 | VTI | Vanguard Total ... | 317.25 | -0.13% | 93.87K | +71.56% | 25.8M | 241.11 | 0.48% | Share |
| 39 | IBTF | iShares iBonds ... | 23.32 | -0.02% | 1.05M | +1.94% | 24.57M | 23.27 | 0.46% | Share |
| 40 | SCHZ | Schwab U.S. Agg... | 23.19 | -0.28% | 1.02M | -2.71% | 23.6M | 22.78 | 0.44% | Share |
| 41 | IEI | iShares 3-7 Yea... | 118.85 | -0.21% | 175.87K | +100.00% | 20.78M | 118.14 | 0.39% | Share |
| 42 | SCHV | Schwab U.S. Lar... | 28.36 | -0.3% | 774.25K | -13.36% | 20.58M | 22.07 | 0.38% | Share |
| 43 | IXUS | iShares Core MS... | 79.61 | -0.46% | 279.28K | -10.84% | 19.5M | 57.45 | 0.36% | Share |
| 44 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 381.89K | +7.39% | 19.34M | 50.63 | 0.36% | Share |
| 45 | TFI | SPDR Nuveen Blo... | 44.56 | -0.2% | 424.23K | -76.03% | 19.12M | 46.06 | 0.36% | Share |
| 46 | JMST | JPMorgan Ultra-... | 50.98 | -0.01% | 371.46K | -4.65% | 18.89M | 50.62 | 0.35% | Share |
| 47 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 376.4K | +100.00% | 18.35M | 48.76 | 0.34% | Share |
| 48 | IJR | iShares Core S&... | 115.17 | -1.4% | 172.26K | -39.49% | 18.01M | 95.46 | 0.34% | Share |
| 49 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 29.66K | +3.02% | 16.59M | 438.3 | 0.31% | Share |
| 50 | IBTG | iShares iBonds ... | 22.89 | -0.02% | 670.11K | +26.92% | 15.37M | 22.82 | 0.29% | Share |
| 51 | IEF | iShares 7-10 Ye... | 95.42 | -0.32% | 156.99K | +1.16K% | 14.97M | 95.44 | 0.28% | Share |
| 52 | AGG | iShares Core U.... | 99.10 | -0.27% | 149.87K | -84.38% | 14.83M | 97.2 | 0.28% | Share |
| 53 | ITOT | iShares Core S&... | 140.91 | -0.11% | 120.56K | -9.67% | 14.71M | 85.01 | 0.27% | Share |
| 54 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 38.89K | +5.35% | 14.6M | 302.74 | 0.27% | Share |
| 55 | SCHF | Schwab Internat... | 22.73 | -0.15% | 721.48K | -21.41% | 14.27M | 16.41 | 0.27% | Share |
| 56 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 228.18K | -11.23% | 13.84M | 50.44 | 0.26% | Share |
| 57 | HYG | iShares iBoxx $... | 80.42 | -0.24% | 175.43K | +100.00% | 13.84M | 78.89 | 0.26% | Share |
| 58 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 71.96K | -16.4% | 13.69M | 166.68 | 0.26% | Share |
| 59 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 22.8K | +0.46% | 12.14M | 460.59 | 0.23% | Share |
| 60 | IWD | iShares Russell... | 198.66 | -0.29% | 61.2K | -5.08% | 11.52M | 151.68 | 0.21% | Share |
| 61 | IWF | iShares Russell... | 450.40 | +0.11% | 25.87K | -5.28% | 9.34M | 222 | 0.17% | Share |
| 62 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 66.45K | -13.35% | 9.02M | 128.35 | 0.17% | Share |
| 63 | ROK | Rockwell Automa... | 347.55 | -0.42% | 33.42K | -0.49% | 8.63M | 217.96 | 0.16% | Share |
| 64 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 77.9K | +10.56% | 8.44M | 123.5 | 0.16% | Share |
| 65 | IBTH | iShares iBonds ... | 22.44 | -0.07% | 373.27K | +41.64% | 8.37M | 22.29 | 0.16% | Share |
| 66 | SUSL | iShares ESG MSC... | 112.94 | -0.04% | 81.79K | +14.25% | 7.84M | 77.04 | 0.15% | Share |
| 67 | EAGG | iShares ESG U.S... | 47.48 | -0.25% | 160.03K | +133.28% | 7.6M | 49.42 | 0.14% | Share |
| 68 | GOVT | iShares U.S. Tr... | 22.89 | -0.26% | 324.35K | -12.68% | 7.46M | 27.32 | 0.14% | Share |
| 69 | USIG | iShares Broad U... | 51.58 | -0.27% | 139.91K | -63.69% | 7.15M | 53.6 | 0.13% | Share |
| 70 | SUB | iShares Short-T... | 106.85 | -0.05% | 67.63K | +100.00% | 7.14M | 105.6 | 0.13% | Share |
| 71 | SHYM | iShares Short D... | 22.04 | -0.09% | 297.38K | +100.00% | 6.74M | 22.67 | 0.13% | Share |
| 72 | IJH | iShares Core S&... | 63.85 | -1.31% | 112.1K | -6.84% | 6.54M | 49.39 | 0.12% | Share |
| 73 | SCHP | Schwab U.S. TIP... | 26.70 | -0.26% | 235.66K | +0.77% | 6.34M | 29.6 | 0.12% | Share |
| 74 | VIG | Vanguard Divide... | 210.08 | +0.06% | 29.61K | -4.6% | 5.74M | 155.41 | 0.11% | Share |
| 75 | PG | The Procter & G... | 153.70 | -1.1% | 33.32K | -29.42% | 5.68M | 150.56 | 0.11% | Share |
| 76 | SPDW | SPDR Portfolio ... | 41.64 | -0.19% | 153.22K | -12.85% | 5.58M | 33.33 | 0.10% | Share |
| 77 | IBDQ | iShares iBonds ... | 25.12 | -0.04% | 216.74K | +10.92% | 5.45M | 25.26 | 0.10% | Share |
| 78 | IWM | iShares Russell... | 228.20 | -1.31% | 26.91K | -19.65% | 5.37M | 174.83 | 0.10% | Share |
| 79 | VT | Vanguard Total ... | 133.34 | -0.27% | 44.13K | +0.13% | 5.12M | 86.33 | 0.10% | Share |
| 80 | VUG | Vanguard Growth... | 463.54 | +0.15% | 13.62K | -1.75% | 5.05M | 220.35 | 0.09% | Share |
| 81 | SCHA | Schwab U.S. Sma... | 26.63 | -1.12% | 201.12K | +81.05% | 4.71M | 23.09 | 0.09% | Share |
| 82 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 21.51K | -0.36% | 4.51M | 184.56 | 0.08% | Share |
| 83 | VTV | Vanguard Value ... | 180.44 | -0.2% | 26.03K | -0.55% | 4.5M | 138.56 | 0.08% | Share |
| 84 | IBMQ | iShares iBonds ... | 25.59 | +0.02% | 172.7K | +5.93% | 4.37M | 25.2 | 0.08% | Share |
| 85 | ESGD | iShares ESG Awa... | 91.05 | -0.13% | 50.67K | +20.10% | 4.14M | 76.35 | 0.08% | Share |
| 86 | SCHO | Schwab Short-Te... | 24.32 | -0.12% | 167.74K | -0.8% | 4.08M | 24.11 | 0.08% | Share |
| 87 | IBMP | iShares iBonds ... | 25.45 | -0.02% | 158.75K | +19.26% | 4.01M | 25.17 | 0.07% | Share |
| 88 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 25.76K | +5.26% | 3.98M | 158.71 | 0.07% | Share |
| 89 | IBMN | iShares iBonds ... | 26.76 | +0.04% | 148.66K | +17.39% | 3.98M | 26.48 | 0.07% | Share |
| 90 | IBTI | iShares iBonds ... | 22.32 | -0.11% | 176.51K | +63.34% | 3.93M | 22.12 | 0.07% | Share |
| 91 | CMF | iShares Califor... | 55.67 | -0.16% | 68.08K | +20.12% | 3.83M | 56.82 | 0.07% | Share |
| 92 | DVN | Devon Energy Co... | 33.85 | +0.68% | 98.81K | +0.27% | 3.7M | 13.47 | 0.07% | Share |
| 93 | IBMO | iShares iBonds ... | 25.66 | +0.02% | 144.39K | +23.66% | 3.69M | 25.37 | 0.07% | Share |
| 94 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 30.46K | -1.78% | 3.62M | 82.8 | 0.07% | Share |
| 95 | IBDR | iShares iBonds ... | 24.22 | -0.01% | 146.16K | +16.42% | 3.54M | 24.57 | 0.07% | Share |
| 96 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 14.4K | +21.28% | 3.53M | 217.06 | 0.07% | Share |
| 97 | CEG | Constellation E... | 326.16 | -0.45% | 17.43K | +2.96% | 3.51M | 69.18 | 0.07% | Share |
| 98 | SCHM | Schwab U.S. Mid... | 28.97 | -1.03% | 121.3K | 0.00% | 3.18M | 21.87 | 0.06% | Share |
| 99 | WM | Waste Managemen... | 225.97 | -1.71% | 13.36K | +4.12% | 3.09M | 165.03 | 0.06% | Share |
| 100 | IBDS | iShares iBonds ... | 24.26 | -0.04% | 117.83K | +10.47% | 2.85M | 24.23 | 0.05% | Share |
| 101 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 127.19K | -8.8% | 2.81M | 16.29 | 0.05% | Share |
| 102 | VGK | Vanguard Europe... | 78.75 | +0.20% | 39.77K | -1.83% | 2.79M | 53.66 | 0.05% | Share |
| 103 | IBTJ | iShares iBonds ... | 21.87 | -0.16% | 126.86K | +109.31% | 2.76M | 21.65 | 0.05% | Share |
| 104 | DON | WisdomTree U.S.... | 51.95 | -0.99% | 54.14K | -2.77% | 2.68M | 41.14 | 0.05% | Share |
| 105 | VV | Vanguard Large ... | 297.69 | +0.03% | 10.39K | 0.00% | 2.67M | 174.64 | 0.05% | Share |
| 106 | SBAC | SBA Communicati... | 216.91 | -1.13% | 11.56K | 0.00% | 2.54M | 297.89 | 0.05% | Share |
| 107 | DVY | iShares Select ... | 138.75 | -0.41% | 18.59K | 0.00% | 2.5M | 120.05 | 0.05% | Share |
| 108 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 30.53K | -10.46% | 2.5M | 67.18 | 0.05% | Share |
| 109 | NEE | NextEra Energy,... | 72.22 | -0.1% | 33.83K | -10.63% | 2.4M | 75.6 | 0.04% | Share |
| 110 | EXC | Exelon Corporat... | 44.63 | -1.33% | 51.64K | +3.00% | 2.38M | 27.22 | 0.04% | Share |
| 111 | KO | The Coca-Cola C... | 69.52 | -1.33% | 32.72K | -14.88% | 2.34M | 56.28 | 0.04% | Share |
| 112 | MLN | VanEck Long Mun... | 16.77 | -0.39% | 131.09K | +839.52% | 2.28M | 17.44 | 0.04% | Share |
| 113 | MRK | Merck & Co., In... | 82.74 | +0.04% | 25.05K | -6.67% | 2.25M | 79.65 | 0.04% | Share |
| 114 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 36.03K | +69.46% | 2.24M | 59.45 | 0.04% | Share |
| 115 | IBDT | iShares iBonds ... | 25.42 | -0.16% | 87.73K | +22.68% | 2.22M | 25.4 | 0.04% | Share |
| 116 | MUST | Columbia Multi-... | 20.02 | -0.3% | 109.04K | 0.00% | 2.2M | 20.28 | 0.04% | Share |
| 117 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 13.82K | -8.4% | 2.16M | 181.23 | 0.04% | Share |
| 118 | PRFZ | Invesco FTSE RA... | 43.17 | -1.19% | 56.82K | -12.94% | 2.15M | 32.72 | 0.04% | Share |
| 119 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 12.94K | -30.08% | 2.15M | 156.99 | 0.04% | Share |
| 120 | AFL | Aflac Incorpora... | 105.31 | -0.37% | 19.04K | -39.34% | 2.12M | 103.44 | 0.04% | Share |
| 121 | AOA | iShares Core Ag... | 85.49 | -0.02% | 27.63K | +2.64% | 2.11M | 66.96 | 0.04% | Share |
| 122 | IBMR | iShares iBonds ... | 25.43 | -0.1% | 83.82K | +18.04% | 2.1M | 24.99 | 0.04% | Share |
| 123 | HDV | iShares Core Hi... | 121.12 | -0.41% | 17.21K | +0.97% | 2.09M | 104.6 | 0.04% | Share |
| 124 | CVX | Chevron Corpora... | 155.20 | -0.43% | 11.99K | -15.88% | 2.01M | 117.57 | 0.04% | Share |
| 125 | VBR | Vanguard Small ... | 204.30 | -1.15% | 10.21K | -5.06% | 1.9M | 161.63 | 0.04% | Share |
| 126 | IBDU | iShares iBonds ... | 23.36 | -0.15% | 81.51K | +8.05% | 1.89M | 22.82 | 0.04% | Share |
| 127 | BGRN | iShares USD Gre... | 47.72 | -0.15% | 39.53K | +136.74% | 1.87M | 49.14 | 0.03% | Share |
| 128 | RTX | RTX Corporation | 155.06 | -0.42% | 13.99K | +0.16% | 1.85M | 115.75 | 0.03% | Share |
| 129 | VPL | Vanguard Pacifi... | 86.03 | -0.75% | 24.76K | +0.00% | 1.79M | 63.48 | 0.03% | Share |
| 130 | BND | Vanguard Total ... | 73.54 | -0.28% | 23.09K | -10.66% | 1.7M | 72.62 | 0.03% | Share |
| 131 | EMB | iShares J.P. Mo... | 93.93 | -0.22% | 18.2K | +4.65% | 1.65M | 107.58 | 0.03% | Share |
| 132 | SCHE | Schwab Emerging... | 31.34 | -1.09% | 59.03K | -6.57% | 1.63M | 24.27 | 0.03% | Share |
| 133 | EEM | iShares MSCI Em... | 49.86 | -1.27% | 36.13K | -29.54% | 1.58M | 38.16 | 0.03% | Share |
| 134 | BAC | Bank of America... | 47.70 | +0.97% | 37.57K | +17.25% | 1.57M | 29.94 | 0.03% | Share |
| 135 | IBTO | Ishares Ibonds ... | 24.41 | -0.33% | 62.22K | +138.34% | 1.56M | 24.08 | 0.03% | Share |
| 136 | WMT | Walmart Inc. | 100.84 | -0.15% | 17.37K | -8.88% | 1.53M | 63.52 | 0.03% | Share |
| 137 | AGGY | WisdomTree Yiel... | 43.74 | -0.28% | 34.08K | -21.74% | 1.48M | 43.62 | 0.03% | Share |
| 138 | USCI | United States C... | 74.18 | -0.18% | 20.03K | 0.00% | 1.44M | 56.28 | 0.03% | Share |
| 139 | DGRO | iShares Core Di... | 66.23 | -0.14% | 23.3K | +5.45% | 1.44M | 47.06 | 0.03% | Share |
| 140 | ABT | Abbott Laborato... | 129.32 | -0.06% | 10.58K | +0.20% | 1.4M | 113.15 | 0.03% | Share |
| 141 | DIS | The Walt Disney... | 116.33 | -0.27% | 13.68K | +4.82% | 1.35M | 122.31 | 0.03% | Share |
| 142 | ESML | iShares ESG Awa... | 43.26 | -1.23% | 34.97K | +14.42% | 1.34M | 38.17 | 0.03% | Share |
| 143 | RPG | Invesco S&P 500... | 46.44 | -0.94% | 33.98K | 0.00% | 1.3M | 30.15 | 0.02% | Share |
| 144 | VGSH | Vanguard Short-... | 58.65 | -0.1% | 21.78K | -96.93% | 1.28M | 57.9 | 0.02% | Share |
| 145 | IBDV | iShares iBonds ... | 22.00 | -0.23% | 55.29K | +6.63% | 1.2M | 21.43 | 0.02% | Share |
| 146 | IBDW | iShares iBonds ... | 21.07 | -0.26% | 53.89K | +11.04% | 1.12M | 20.19 | 0.02% | Share |
| 147 | DFUS | Dimensional U.S... | 70.06 | -0.06% | 17.77K | -2.24% | 1.07M | 47.02 | 0.02% | Share |
| 148 | LDEM | iShares ESG MSC... | 56.07 | -0.94% | 21.02K | +19.68% | 1.02M | 54.97 | 0.02% | Share |
| 149 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 16.58K | -5.4% | 977.11K | 48.47 | 0.02% | Share |
| 150 | VCSH | Vanguard Short-... | 79.58 | -0.12% | 12.17K | 0.00% | 960.78K | 79.42 | 0.02% | Share |