Cliftonlarsonallen Wealth Advisors, Llc

Q1 2019 13F Holdings Report, Stock Holdings

Signature - Title
Shawn Harris - Compliance Administrator
Location
Minneapolis, MN
Holdings as of
31 Mar 2019
Value $
$914M
Num holdings
108
Date filed
09 Apr 2019, 16:32
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IEFA, MUB, AGG, IVW, and IVE.
Previous filing
Q4 2018 - 22 Jan 2019
Next filing
Q2 2019 - 17 Jul 2019
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2019 Q1 compared to 2018 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Shawn Harris Compliance Administrator Middleton, Wisconsin 09 Apr 2019