HALBERT HARGROVE GLOBAL ADVISORS, LLC
Q4 2024 13F Holdings
- Locationlong beach, CA
- Num holdings
322
- Value ($000)
$1,799,578
- Date Filed02/05/2025
- Form type13F-HR
- CIK0001484205
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $297.23M | 17 % | 504,903 | ||
NTSX WISDOMTREE TR | US EFFICIENT COR | 97717Y790 | $284.06M | 16 % | 6,084,006 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $202.14M | 11 % | 3,349,515 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $163.81M | 9 % | 508,479 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $128.86M | 7 % | 1,833,592 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $115.92M | 6 % | 2,219,910 | ||
NTSI WISDOMTREE TR | INTERNATIONL EFI | 97717Y634 | $109.81M | 6 % | 3,125,795 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $95.86M | 5 % | 1,904,965 | ||
INTF ISHARES TR | INTL EQTY FACTOR | 46434V274 | $90.25M | 5 % | 3,142,298 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $77.86M | 4 % | 352,360 |
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