Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clarfeld Financial Advisors, LLC (CIK 1766347) reported $120.5M across 533 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: IVV ($30.3M, 25.19%), IWM ($14.2M, 11.80%), EFA ($10.5M, 8.72%), EEM ($6.6M, 5.46%), USMV ($5.7M, 4.71%). Source: SEC Form 13F.
| 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 | MDY | SPDR S&P MIDCAP 400 ETF TR | $553,000 | 0.46% | 1,818 | New |
Source: SEC Form 13F filings · as of 2018-12-31