Cliftonlarsonallen Wealth Advisors, LLC ETFs

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EMB Ishares Tr	$0	$1.65 Million 0.03% of portfolio	18,200	Q1 2025 Added 4.65%
SCHE Schwab Strategic Tr Us Emergin	$0	$1.63 Million 0.03% of portfolio	59,030	Q1 2025 Reduced 6.57%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$1.48 Million 0.03% of portfolio	34,080	Q1 2025 Reduced 21.74%
USCI United States Commodity Index Funds Trust	$399M	$1.44 Million 0.03% of portfolio	20,031	Q4 2022 New
DGRO Ishares Core Dividend Growth E	$0	$1.42 Million 0.03% of portfolio	23,302	Q1 2025 Added 5.45%
ESML Ishares Esg Aware Msci Usa Sma	$0	$1.34 Million 0.03% of portfolio	34,970	Q1 2025 Added 14.42%
RPG Invesco Exchange Traded Fd Tr	$0	$1.3 Million 0.02% of portfolio	33,980	Q3 2023 New
VGSH Vanguard	$0	$1.28 Million 0.02% of portfolio	21,780	Q1 2025 Reduced 96.93%
DFUS Dimensional ETF Tr U S Equity	$0	$1.07 Million 0.02% of portfolio	17,771	Q1 2025 Reduced 2.24%
LDEM Ishares Tr Esg Msci Em Leaders	$0	$1.02 Million 0.02% of portfolio	21,025	Q1 2025 Added 19.68%
EFV Msci Eafe Value ETF	$0	$977,000 0.02% of portfolio	16,578	Q1 2025 Reduced 5.4%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$960,000 0.02% of portfolio	12,171	Q4 2024 Reduced 10.12%
IBDX Ishares Tr Ibonds Dec 2032 Ter	$0	$948,000 0.02% of portfolio	38,013	Q1 2025 Reduced 3.08%
AOR Ishares Tr Core Growth Allocat	$0	$941,000 0.02% of portfolio	16,390	Q1 2025 Reduced 0.69%
IWR Ishares Russell Mid Cap ETF	$0	$908,000 0.02% of portfolio	10,680	Q4 2024 Added 5.77%
DFUV Dimensional ETF Tr Us Marketwi	$0	$871,000 0.02% of portfolio	21,139	Q1 2025 Added 0.22%
IAU Ishares Gold Trust	$53.6B	$760,000 0.01% of portfolio	12,901	Q1 2025 Added 0.22%
IEUR Ishares Tr Ishares Core Msci E	$0	$686,000 0.01% of portfolio	11,300	Q1 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$587,000 0.01% of portfolio	12,747	Q1 2025 Reduced 81.1%
FNDF Schwab Fundamental Intl Large	$0	$543,000 0.01% of portfolio	14,918	Q1 2025 Reduced 18.5%
ITM Vaneck Intermediate Muni ETF	$0	$467,000 0.01% of portfolio	10,289	Q1 2025 Reduced 87.63%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$435,000 0.01% of portfolio	16,589	Q3 2024 Reduced 0.54%
AGZD Wisdom Tree Interest Rate Hedg	$0	$406,000 0.01% of portfolio	18,188	Q3 2023 Added 28.19%
HEFA Ishares Currency Hedged Msci E	$0	$366,000 0.01% of portfolio	10,101	Q3 2024 Reduced 3.32%
SCHD Schwab Strategic Tr Us Dividen	$0	$320,000 0.01% of portfolio	11,618	Q1 2025 New
SHYD Vaneck Short High Yield Muni E	$0	$308,000 0.01% of portfolio	13,724	Q1 2025 Reduced 64.37%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$274,000 0.01% of portfolio	10,362	Q1 2025 Reduced 9.63%
FNDX Schwab Fundamental U S Large C	$0	$248,000 0.0% of portfolio	10,634	Q1 2025 Reduced 33.5%
IBTL Ishares Tr Ibonds Dec 2031 Ter	$0	$233,000 0.0% of portfolio	11,498	Q4 2024 New

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