Clarfeld Financial Advisors, LLC

Q4 2018 13F Holdings Report, Stock Holdings

Signature - Title
Joy Soodik - Chief Compliance Officer/Chief Administrative Officer
Location
Tarrytown
Holdings as of
31 Dec 2018
Value $
$120,375,000
Num holdings
478
Filing time
15 Feb 2019, 14:03:24 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, IWM, EFA, EEM, and USMV. Confidential Treatment Requested (one or more holding(s) omitted).
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Confidential Treatment Requested. (The Manager has omitted from this public Form 13F one or more holding(s) for which it is requesting confidential treatment from the U.S. Securities and Exchange Commission pursuant to section 13(f) of the Exchange Act and rule 24b-2 thereunder)

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Joy Soodik Chief Compliance Officer/Chief Administrative Officer Tarrytown, New York 15 Feb 2019

Other Included Managers (3):

Num Name Location File Number
1 Aperio
2 Advisor Partners
3 JPM Value Advantage