CF
| |
Clarfeld Financial Advisors, LLC13F | |
Clarfeld Financial Advisors, LLC | |
Last update 2019-02-16 | 522 Stocks (0 new) |
Value $118.00 Mil | Turnover 0 % |
Clarfeld Financial Advisors, L... Top Holdings of 2018-12-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 120,453 | 30,345.0 | 0% | 25.790 | 0% | 0.020 | +19.67% | +7.80% | 634,518.9 | ||
IWM | iShares Russell 2000 ETF | 106,154 | 14,214.0 | 0% | 12.080 | 0% | 0.040 | +19.55% | +1.12% | 66,553.7 | ||
EFA | iShares MSCI EAFE ETF | 178,599 | 10,499.0 | 0% | 8.920 | 0% | 0.020 | +10.84% | +18.89% | 63,725.9 | ||
EEM | iShares MSCI Emerging Markets ETF | 168,385 | 6,577.0 | 0% | 5.590 | 0% | 0.030 | +18.21% | +18.50% | 18,661.0 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 108,227 | 5,675.0 | 0% | 4.820 | 0% | 0.030 | +3.59% | +5.42% | 23,553.1 | ||
JPST | JPMorgan Ultra-Short Income ETF | 89,829 | 4,513.0 | 0% | 3.840 | 0% | 0.020 | +1.35% | +2.74% | 32,077.9 | ||
SCZ | iShares MSCI EAFE Small-Cap ETF | 86,500 | 4,483.0 | 0% | 3.810 | 0% | 0.040 | +14.66% | +21.34% | 10,297.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 79,674 | 4,382.0 | 0% | 3.720 | 0% | 0.010 | +11.52% | +19.59% | 141,328.0 | ||
IVE | iShares S&P 500 Value ETF | 34,242 | 3,463.0 | 0% | 2.940 | 0% | 0.020 | +11.73% | +4.23% | 39,547.7 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 64,009 | 3,018.0 | 0% | 2.560 | 0% | 0.000 | +18.91% | +18.34% | 99,158.0 |
Clarfeld Financial Advisors, LLC's Historical Top Holdings Breakdowns
Clarfeld Financial Advisors, LLC Total Holding History ($B)
Clarfeld Financial Advisors, LLC's Asset Allocation
Clarfeld Financial Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Clarfeld Financial Advisors, LLC's Hypothetical Growth since 2018-12-31
Clarfeld Financial Advisors, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Clarfeld Financial Advisors, LLC's Holdings Heat Map
Size field:
Clarfeld Financial Advisors, LLC's Holdings Bubble Chart
Clarfeld Financial Advisors, LLC News
- 1