13F-HR filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC filed this 13F-HR for the quarter ended 2013-06-30, filed 2013-08-20, with 27 holding rows worth $36,541,000.
- Accession
- 0000944361-13-000011
- Filer
- CIK 944361
- Filed
- 2013-08-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2013
A holdings report, 27 entries on the cover page, a total value of $36,541,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $36,541,000 with VALUE read as thousands by filing date, 13F file number 028-15253. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 120,922 | $5,515,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 108,677 | $2,960,000 | thousands by filing date | |
| SCHD | 808524797 | COM | 83,939 | $2,745,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 75,478 | $2,732,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 71,592 | $2,728,000 | thousands by filing date | |
| FLEXSHARES TR | 33939L506 | IBOXX 3R TARGT | 95,157 | $2,363,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 23,289 | $1,765,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 37,833 | $1,673,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 17,939 | $1,507,000 | thousands by filing date | |
| IJH | 464287507 | COM | 12,541 | $1,448,000 | thousands by filing date | |
| Guggenheim Multi Asset Income | 18383M507 | GUGG MULTI ASSET | 59,315 | $1,375,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 19,419 | $1,287,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 10,698 | $966,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 23,298 | $890,000 | thousands by filing date | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 25,843 | $823,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X541 | ST STR NAT ETF | 13,845 | $623,000 | thousands by filing date | |
| STATE STREET | 78464A425 | EXCHANGE TRADED | 25,756 | $616,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 15,741 | $611,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33734X200 | DJ GLBL DIVID | 24,414 | $564,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X867 | CMN | 10,370 | $498,000 | thousands by filing date | |
| FTSE RAFI Emerg Mkts | 73936T763 | COM | 26,024 | $498,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 15,162 | $464,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X863 | ST DOW INTL ETF | 11,426 | $456,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 11,102 | $395,000 | thousands by filing date | |
| POWERSHARES | 73936Q769 | EXCHANGE TRADED | 15,456 | $383,000 | thousands by filing date | |
| Guggenheim ETF Trust 2 Timber | 18383Q879 | GUGG TIMBER ETF | 15,838 | $344,000 | thousands by filing date | |
| STATE STREET IG PUBLIC &PRIVATE CREDIT ETF | 78464A458 | ETF | 13,634 | $312,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000944361-13-000011 | this filing | 2013-08-20 | acceptance time not in the bulk data set |