StockDriftsStockDriftsTop 50 Cliftonlarsonallen Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARDINDEXFDS | 20.1% | 2.30M | $1.37B | +9.58%(+200.84K) | $452.10(+47.16%) | 2026-03-31 | |
| VEA | VANGUARDTAX-MANAGEDFDS | 10.2% | 10.87M | $696.5M | +36.59%(+2.91M) | $52.21(+32.13%) | 2026-03-31 | |
| SPHQ | INVESCOEXCHANGETRADEDFDT | 8.09% | 7.35M | $552.7M | -17.50%(-1.56M) | $56.16(+45.43%) | 2026-03-31 | |
| VTEB | VANGUARDMUNBDFDS | 4.62% | 6.32M | $315.1M | +12.81%(+717.20K) | $50.85(-1.39%) | 2026-03-31 | |
| SPAB | SPDRSERIESTRUST | 3.5% | 9.33M | $239.0M | -38.67%(-5.88M) | $25.50(-0.12%) | 2026-03-31 | |
| SPSM | SPDRSERIESTRUST | 3.48% | 4.91M | $237.3M | +41.09%(+1.43M) | $42.63(+26.08%) | 2026-03-31 | |
| VGIT | VANGUARDSCOTTSDALEFDS | 3.43% | 3.94M | $234.3M | +54.84%(+1.39M) | $59.40(-0.61%) | 2026-03-31 | |
| VWO | VANGUARDINTLEQUITYINDEXF | 3.27% | 4.13M | $223.0M | +43.67%(+1.25M) | $45.51(+30.43%) | 2026-03-31 | |
| MBB | ISHARESTR | 2.66% | 1.91M | $181.6M | +79.61%(+847.51K) | $94.27(+0.05%) | 2026-03-31 | |
| NOBL | PROSHARESTR | 2.12% | 1.37M | $145.0M | +3.88%(+51.06K) | $80.38(+33.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.86% | +29.01% |
| Top 20 Holdings Unweighted | +7.52% | +24.31% |
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