Halbert Hargrove Global Advisors, LLC
436 holdingsFiling period: 2026-06-30Current AUM: $2.31Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 492.7K | $369.0M | $381.0M | 16.46% | -9,643 | 2026-06-30 |
| 2 | NTSX | WisdomTree TR | 5.36M | $316.3M | $320.0M | 13.83% | -60,631 | 2026-06-30 |
| 3 | LRGF | iShares TR | 3.62M | $273.9M | $284.1M | 12.27% | -4,657 | 2026-06-30 |
| 4 | WAMA | WisdomTree TR | 7.04M | $184.3M | $190.3M | 8.22% | +85.6K | 2026-06-30 |
| 5 | IEMG | iShares Inc | 2.21M | $183.3M | $168.6M | 7.28% | -49,750 | 2026-06-30 |
| 6 | IEFA | iShares TR | 1.86M | $179.5M | $179.6M | 7.76% | -1,174 | 2026-06-30 |
| 7 | NTSI | WisdomTree TR | 3.13M | $146.0M | $145.0M | 6.26% | +13.3K | 2026-06-30 |
| 8 | INTF | iShares TR | 3.42M | $140.0M | $141.3M | 6.10% | +77.6K | 2026-06-30 |
| 9 | AIMS | Series Portfolios TR | 3.04M | $89.8M | $82.3M | 3.56% | -5,283 | 2026-06-30 |
| 10 | EEM | iShares TR | 1.06M | $72.3M | $66.1M | 2.85% | -31,099 | 2026-06-30 |
| 11 | WIMA | WisdomTree TR | 1.60M | $67.4M | $67.4M | 2.91% | +69.2K | 2026-06-30 |
| 12 | SPDW | Spdr Index Shs Fds | 1.11M | $56.1M | $55.3M | 2.39% | -41,783 | 2026-06-30 |
| 13 | SCZ | iShares TR | 370.0K | $30.4M | $30.9M | 1.34% | -5,085 | 2026-06-30 |
| 14 | IWM | iShares TR | 81.7K | $24.5M | $22.9M | 0.99% | -3,815 | 2026-06-30 |
| 15 | IWC | iShares TR | 82.3K | $16.5M | $14.8M | 0.64% | -2,656 | 2026-06-30 |
| 16 | VEA | Vanguard Tax-Managed Fds | 190.2K | $13.5M | $13.3M | 0.57% | -4,331 | 2026-06-30 |
| 17 | VONE | Vanguard Scottsdale Fds | 30.2K | $10.2M | $10.5M | 0.45% | -752 | 2026-06-30 |
| 18 | PYLD | PIMCO ETF TR | 299.3K | $7.9M | $7.7M | 0.33% | +1.2K | 2026-06-30 |
| 19 | ABNB | Airbnb Inc | 53.0K | $7.6M | $8.9M | 0.39% | +4 | 2026-06-30 |
| 20 | BOND | PIMCO ETF TR | 71.2K | $6.6M | $6.3M | 0.27% | -885 | 2026-06-30 |
| 21 | ESGU | iShares TR | 38.2K | $6.2M | $6.4M | 0.28% | -1,825 | 2026-06-30 |
| 22 | JPIB | J P Morgan Exchange Traded F | 129.2K | $6.2M | $6.0M | 0.26% | +1.6K | 2026-06-30 |
| 23 | IWB | iShares TR | 15.2K | $6.2M | $6.4M | 0.28% | -3,834 | 2026-06-30 |
| 24 | IWV | iShares TR | 14.4K | $6.1M | $6.3M | 0.27% | -1,100 | 2026-06-30 |
| 25 | MINT | PIMCO ETF TR | 59.0K | $5.9M | $5.9M | 0.26% | +13.6K | 2026-06-30 |
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