Cliftonlarsonallen Wealth Advisors, LLC ETFs

Cliftonlarsonallen Wealth Advisors, LLC

$6.31 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
RPG Invesco Exchange Traded Fd Tr	$0	$1.62 Million 0.03% of portfolio	33,980	Q3 2023 New
USCI United States Commodity Index Funds Trust	$430M	$1.56 Million 0.02% of portfolio	20,031	Q4 2022 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$1.51 Million 0.02% of portfolio	33,502	Q3 2025 Added 0.94%
QEFA Spdr Index Shs Fds Msci Eafe S	$0	$1.34 Million 0.02% of portfolio	17,954	Q3 2025 Added 1.5%
LDEM Ishares Tr Esg Msci Em Leaders	$0	$1.32 Million 0.02% of portfolio	22,415	Q3 2025 Added 9.75%
DFUS Dimensional ETF Tr U S Equity	$0	$1.26 Million 0.02% of portfolio	17,409	Q3 2025 Reduced 0.57%
SHYD Vaneck Short High Yield Muni E	$0	$1.24 Million 0.02% of portfolio	54,274	Q3 2025 Added 19.57%
BND Vanguard Bd Index Fd Inc Total	$0	$1.23 Million 0.02% of portfolio	16,510	Q3 2025 Added 0.93%
EMB Ishares Tr	$0	$1.23 Million 0.02% of portfolio	12,870	Q3 2025 Reduced 20.79%
IBDX Ishares Tr Ibonds Dec 2032 Ter	$0	$1.19 Million 0.02% of portfolio	46,642	Q3 2025 Added 26.03%
VXUS Vanguard Star Fd Vanguard Tota	$0	$1.18 Million 0.02% of portfolio	16,105	Q3 2025 Added 8.39%
VGSH Vanguard	$0	$1.14 Million 0.02% of portfolio	19,331	Q3 2025 Reduced 2.99%
IAU Ishares Gold Trust	$64.3B	$1.12 Million 0.02% of portfolio	15,356	Q2 2025 Added 19.03%
PREF Principal Spectrum Pfd Secs Ac	$0	$1.06 Million 0.02% of portfolio	55,610	Q3 2025 Added 26.72%
IWR Ishares Russell Mid Cap ETF	$0	$1.03 Million 0.02% of portfolio	10,669	Q3 2025 Reduced 0.1%
EFV Msci Eafe Value ETF	$0	$1.03 Million 0.02% of portfolio	15,116	Q3 2025 Reduced 4.2%
XLF Financial Sector Spdr	$0	$997,000 0.02% of portfolio	18,511	Q3 2025 New
AOR Ishares Tr Core Growth Allocat	$0	$978,000 0.02% of portfolio	15,196	Q3 2025 Reduced 4.58%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$973,000 0.02% of portfolio	12,182	Q3 2025 Added 0.18%
DFUV Dimensional ETF Tr Us Marketwi	$0	$949,000 0.02% of portfolio	21,246	Q3 2025 Added 0.25%
IEUR Ishares Tr Ishares Core Msci E	$0	$769,000 0.01% of portfolio	11,300	Q3 2025 Reduced 0.3%
ITM Vaneck Intermediate Muni ETF	$0	$724,000 0.01% of portfolio	15,550	Q3 2025 Reduced 0.03%
FNDF Schwab Fundamental Intl Large	$0	$543,000 0.01% of portfolio	12,650	Q3 2025 Reduced 14.81%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$455,000 0.01% of portfolio	10,413	Q3 2025 Reduced 5.43%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$436,000 0.01% of portfolio	16,589	Q3 2024 Reduced 0.54%
HEFA Ishares Currency Hedged Msci E	$0	$400,000 0.01% of portfolio	10,101	Q3 2024 Reduced 3.32%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$303,000 0.0% of portfolio	11,326	Q3 2025 Reduced 92.98%
IBTL Ishares Tr Ibonds Dec 2031 Ter	$0	$236,000 0.0% of portfolio	11,489	Q2 2025 Reduced 0.08%

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