HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HH HALBERT HARGROVE GLOBAL ADVISORS, LLC | Institutional Filer | ▼ 1.60% | $2.07B | 361 |
Current Portfolio Holdings
Showing all 361 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 502K | $328.1M | 15.83% |
| 2 | NTSX | WISDOMTREE TR | — | 5.4M | $282.5M | 13.63% |
| 3 | LRGF | ISHARES TR | — | 3.6M | $239.3M | 11.55% |
| 4 | IEFA | ISHARES TR | — | 1.9M | $168.4M | 8.13% |
| 5 | NaN | WISDOMTREE TR | — | 7.0M | $167.3M | 8.07% |
| 6 | IEMG | ISHARES INC | — | 2.3M | $157.8M | 7.62% |
| 7 | NTSI | WISDOMTREE TR | — | 3.1M | $137.3M | 6.63% |
| 8 | INTF | ISHARES TR | — | 3.3M | $130.1M | 6.28% |
| 9 | AIMS | SERIES PORTFOLIOS TR | — | 3.0M | $72.2M | 3.48% |
| 10 | EEM | ISHARES TR | — | 1.1M | $61.8M | 2.98% |
| 11 | NaN | WISDOMTREE TR | — | 1.5M | $59.9M | 2.89% |
| 12 | SPDW | SPDR INDEX SHS FDS | — | 1.2M | $52.8M | 2.55% |
| 13 | SCZ | ISHARES TR | — | 375K | $29.4M | 1.42% |
| 14 | IWM | iShares Russell 2000 ETF | — | 86K | $21.2M | 1.02% |
| 15 | IWC | ISHARES TR | — | 85K | $13.6M | 0.65% |
Showing 1 to 15 of 361 holdings