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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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27
0
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1
1
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22
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HALBERT HARGROVE RUSSELL LLC

Time Period2018-06-30

Total Holdings74

Total Value ($x1000)379,572
Activities
New4

Increased22

Unchanged5

Decreased43

Sold Out2

Top 10 Stock Holdingstotal 92.08%
IWB28.9

SHV24.4

AGG19.93

MUB13.82

DGS1.87

 
AAPL0.74

VNQ0.71

IWV0.61

EFA0.61

VWO0.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
28.9%
RUS 1000 ETF
SHV
24.4%
SHRT TRS BD ETF
AGG
19.93%
CORE TOTUSBD ETF
MUB
13.82%
NAT AMT FREE BD
DGS
1.87%
EMG MKTS SMCAP
AAPL
0.74%
COM
VNQ
0.71%
REIT ETF
IWV
0.61%
RUSSELL 3000 ETF
EFA
0.61%
MSCI EAFE ETF
VWO
0.49%
FTSE EMR MKT ETF
VB
0.39%
SMALL CP ETF
DWM
0.35%
DEFA FD
VO
0.33%
MID CAP ETF
MSFT
0.32%
COM
PG
0.31%
COM
AMZN
0.29%
COM
UPS
0.28%
CL B
EEM
0.22%
MSCI EMG MKT ETF
IVV
0.21%
CORE S&P500 ETF
IR
0.19%
SHS
XOM
0.19%
COM
FB
0.19%
CL A
GOOGL
0.17%
CAP STK CL A
JPM
0.17%
COM
DVYE
0.15%
EM MKTS DIV ETF
FTY
0.14%
REAL EST 50 ETF
V
0.14%
COM CL A
CVX
0.13%
COM
BRK.B
0.13%
CL B NEW
MINT
0.12%
ENHAN SHRT MAT
BAC
0.12%
COM
WFC
0.12%
COM
GOOG
0.11%
CAP STK CL C
ALL
0.11%
COM
MS
0.11%
COM NEW
IFGL
0.11%
INTL DEV RE ETF
JNJ
0.1%
COM
DON
0.1%
MIDCAP DIVI FD
HD
0.1%
COM
INTC
0.1%
COM
MA
0.09%
CL A
UNH
0.09%
COM
TMO
0.09%
COM
NVDA
0.09%
COM
VZ
0.09%
COM
T
0.09%
COM
HON
0.09%
COM
DIS
0.08%
COM DISNEY
ORCL
0.08%
COM
C
0.08%
COM NEW
ADBE
0.08%
COM
PFE
0.08%
COM
NFLX
0.08%
COM
DVN
0.07%
COM
DWDP
0.07%
COM
ABBV
0.07%
COM
MRK
0.07%
COM
BA
0.07%
COM
DEW
0.07%
GLB EQTY INC FD
CSCO
0.07%
COM
BKNG
0.07%
COM
UTX
0.07%
COM
DES
0.06%
SMALLCAP DIVID
KO
0.06%
COM
MMM
0.06%
COM
PEP
0.06%
COM
AMGN
0.06%
COM
MDLZ
0.06%
CL A
UNP
0.06%
COM
CMCSA
0.06%
CL A
MCD
0.06%
COM
INTU
0.05%
COM
CVS
0.05%
COM
GE
0.04%
COM
PM
0.05%
COM
GS
0.05%
COM