HALBERT HARGROVE GLOBAL ADVISORS, LLC
362 holdingsFiling period: 2026-03-31Current AUM: $2.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 502.3K | $328.1M | $376.9M | 16.27% | +1.8K | 2026-03-31 |
| 2 | NTSX | WISDOMTREE TR | 5.42M | $282.5M | $316.8M | 13.68% | -24,053 | 2026-03-31 |
| 3 | LRGF | ISHARES TR | 3.63M | $239.3M | $276.0M | 11.92% | +67.0K | 2026-03-31 |
| 4 | IEFA | ISHARES TR | 1.86M | $168.4M | $182.8M | 7.89% | +7.3K | 2026-03-31 |
| 5 | WAMA | WISDOMTREE TR | 6.95M | $167.3M | $182.3M | 7.87% | -- | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 2.26M | $157.8M | $175.6M | 7.58% | -8,835 | 2026-03-31 |
| 7 | NTSI | WISDOMTREE TR | 3.12M | $137.3M | $148.3M | 6.40% | +1.0K | 2026-03-31 |
| 8 | INTF | ISHARES TR | 3.34M | $130.1M | $140.1M | 6.05% | +8.8K | 2026-03-31 |
| 9 | AIMS | SERIES PORTFOLIOS TR | 3.05M | $72.2M | $85.1M | 3.67% | -- | 2026-03-31 |
| 10 | EEM | ISHARES TR | 1.09M | $61.8M | $69.7M | 3.01% | -23,632 | 2026-03-31 |
| 11 | WIMA | WISDOMTREE TR | 1.53M | $59.9M | $66.0M | 2.85% | -- | 2026-03-31 |
| 12 | SPDW | SPDR INDEX SHS FDS | 1.16M | $52.8M | $57.9M | 2.50% | -432,317 | 2026-03-31 |
| 13 | SCZ | ISHARES TR | 375.1K | $29.4M | $31.5M | 1.36% | -7,824 | 2026-03-31 |
| 14 | IWM | ISHARES TR | 85.5K | $21.2M | $24.9M | 1.08% | -283,145 | 2026-03-31 |
| 15 | IWC | ISHARES TR | 85.0K | $13.6M | $15.9M | 0.69% | -2,250 | 2026-03-31 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | 194.5K | $12.5M | $13.7M | 0.59% | -6,248 | 2026-03-31 |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | 30.9K | $9.1M | $10.4M | 0.45% | -2,186 | 2026-03-31 |
| 18 | PYLD | PIMCO ETF TR | 298.2K | $7.8M | $7.8M | 0.34% | -13,356 | 2026-03-31 |
| 19 | IWB | ISHARES TR | 19.0K | $6.8M | $7.8M | 0.33% | -455,154 | 2026-03-31 |
| 20 | ABNB | AIRBNB INC | 53.0K | $6.7M | $8.0M | 0.35% | -- | 2026-03-31 |
| 21 | BOND | PIMCO ETF TR | 72.1K | $6.6M | $6.5M | 0.28% | -4,128 | 2026-03-31 |
| 22 | JPIB | J P MORGAN EXCHANGE TRADED F | 127.6K | $6.1M | $6.1M | 0.26% | -5,064 | 2026-03-31 |
| 23 | IWV | ISHARES TR | 15.5K | $5.7M | $6.6M | 0.28% | -2,349 | 2026-03-31 |
| 24 | ESGU | ISHARES TR | 40.0K | $5.7M | $6.5M | 0.28% | +14 | 2026-03-31 |
| 25 | EFA | ISHARES TR | 55.2K | $5.4M | $5.8M | 0.25% | -380,188 | 2026-03-31 |
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