Clarfeld Financial Advisors, LLC 13F Holdings · last filed Q4 2018
Clarfeld Financial Advisors, LLC reported 533 securities worth $120.45M in its SEC 13F filing for Q4 2018 (period ended 2018-12-31). Top holdings: IVV (25.19%), IWM (11.80%), EFA (8.72%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $30.3M | 25.19% | 120,453 | New |
| 2 | IWM | ISHARES TR | $14.2M | 11.80% | 106,154 | New |
| 3 | EFA | ISHARES TR | $10.5M | 8.72% | 178,599 | New |
| 4 | EEM | ISHARES TR | $6.6M | 5.46% | 168,385 | New |
| 5 | USMV | ISHARES TR | $5.7M | 4.71% | 108,227 | New |
| 6 | JPST | JP MORGAN EXCHANGE TRADED FD | $4.5M | 3.75% | 89,829 | New |
| 7 | SCZ | ISHARES TR | $4.5M | 3.72% | 86,500 | New |
| 8 | IEFA | ISHARES TR | $4.4M | 3.64% | 79,674 | New |
| 9 | IVE | ISHARES TR | $3.5M | 2.87% | 34,242 | New |
| 10 | IEMG | ISHARES INC | $3.0M | 2.51% | 64,009 | New |
| 11 | SPY | SPDR S&P 500 ETF TR | $2.9M | 2.40% | 11,493 | New |
| 12 | VOO | VANGUARD INDEX FDS | $1.8M | 1.46% | 7,664 | New |
| 13 | IVW | ISHARES TR | $1.7M | 1.37% | 10,991 | New |
| 14 | RWR | SPDR SERIES TRUST | $1.4M | 1.13% | 15,828 | New |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 1.11% | 29,324 | New |
| 16 | PFM | INVESCO EXCHANGE TRADED FD T | $1.1M | 0.95% | 46,394 | New |
| 17 | MINT | PIMCO ETF TR | $1.1M | 0.94% | 11,154 | New |
| 18 | IJH | ISHARES TR | $1.1M | 0.87% | 6,335 | New |
| 19 | EEMV | ISHARES | $897,000 | 0.74% | 16,059 | New |
| 20 | VTWO | VANGUARD SCOTTSDALE FDS | $817,000 | 0.68% | 7,612 | New |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $767,000 | 0.64% | 20,121 | New |
| 22 | CFG | CITIZENS FINL GROUP INC | $678,000 | 0.56% | 22,811 | New |
| 23 | DBEF | DBX ETF TR | $645,000 | 0.54% | 23,115 | New |
| 24 | XLF | SELECT SECTOR SPDR TR | $571,000 | 0.47% | 23,968 | New |
| 25 | EFAV | ISHARES TR | $559,000 | 0.46% | 8,380 | New |
Source: SEC Form 13F filings · as of 2018-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR