Halbert Hargrove Global Advisors, LLC
CIK Number: 0001484205
1.8B
Market Value
262
# of Holdings
6 months
Avg. Holding Period
13.91%
Win Rate
4.82%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 528.98 | +0.16% | 504.9K | +0.19% | 297.23M | 345.27 | 16.52% |
| 2 | NTSX | WisdomTree U.S.... | 42.74 | -0.31% | 6.08M | -0.48% | 284.06M | 30.38 | 15.78% |
| 3 | LRGF | iShares U.S. Eq... | 54.59 | +0.28% | 3.35M | +2.43% | 202.14M | 53.71 | 11.23% |
| 4 | IWB | iShares Russell... | 288.96 | +0.23% | 508.48K | -1.1% | 163.81M | 233.68 | 9.10% |
| 5 | IEFA | iShares Core MS... | 75.32 | +1.07% | 1.83M | +4.06% | 128.86M | 58.72 | 7.16% |
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