CF

Clarfeld Financial Advisors, LLC

13F
Clarfeld Financial Advisors, LLC
Last update 2019-02-16 522 Stocks (0 new)
Value $118.00 Mil Turnover 0 %
Countries:
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

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Clarfeld Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Clarfeld Financial Advisors, LLC's Hypothetical Growth since 2018-12-31

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