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Stock Style
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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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Market Cap
Large
Value
Mid
Blend
Small
Growth
30
0
0
1
1
0
22
0
0
HALBERT HARGROVE RUSSELL LLC

Time Period2018-09-30

Total Holdings87

Total Value ($x1000)385,235
Activities
New15

Increased10

Unchanged4

Decreased58

Sold Out2

Top 10 Stock Holdingstotal 91.5%
IWB29.15

SHV24.04

AGG19.68

MUB13.37

DGS1.7

 
AAPL0.88

MINT0.77

VNQ0.7

IWV0.62

EFA0.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
29.15%
RUS 1000 ETF
SHV
24.04%
SHRT TRS BD ETF
AGG
19.68%
CORE TOTUSBD ETF
MUB
13.37%
NAT AMT FREE BD
DGS
1.7%
EMG MKTS SMCAP
AAPL
0.88%
COM
MINT
0.77%
ENHAN SHRT MAT
VNQ
0.7%
REIT ETF
IWV
0.62%
RUSSELL 3000 ETF
EFA
0.59%
MSCI EAFE ETF
PG
0.58%
COM
VWO
0.47%
FTSE EMR MKT ETF
MSFT
0.35%
COM
AMZN
0.33%
COM
UPS
0.3%
CL B
VO
0.27%
MID CAP ETF
VB
0.27%
SMALL CP ETF
IVV
0.22%
CORE S&P500 ETF
DWM
0.22%
DEFA FD
XOM
0.22%
COM
EEM
0.22%
MSCI EMG MKT ETF
IR
0.22%
SHS
GOOGL
0.18%
CAP STK CL A
JPM
0.18%
COM
WFC
0.16%
COM
JNJ
0.16%
COM
FB
0.15%
CL A
V
0.15%
COM CL A
BRK.B
0.14%
CL B NEW
BAC
0.12%
COM
T
0.12%
COM
CVX
0.12%
COM
ALL
0.12%
COM
GOOG
0.11%
CAP STK CL C
TMO
0.11%
COM
MS
0.1%
COM NEW
IFGL
0.1%
INTL DEV RE ETF
NVDA
0.1%
COM
MA
0.1%
CL A
HD
0.1%
COM
HON
0.1%
COM
UNH
0.1%
COM
PFE
0.09%
COM
VZ
0.09%
COM
ORCL
0.09%
COM
DIS
0.09%
COM DISNEY
INTC
0.09%
COM
ADBE
0.09%
COM
C
0.08%
COM NEW
DVYE
0.08%
EM MKTS DIV ETF
MRK
0.08%
COM
BA
0.07%
COM
DON
0.07%
MIDCAP DIVI FD
CSCO
0.07%
COM
FTY
0.07%
REAL EST 50 ETF
UTX
0.07%
COM
DWDP
0.07%
COM
IBM
0.07%
COM
CMCSA
0.07%
CL A
ABBV
0.07%
COM
NFLX
0.07%
COM
PEP
0.06%
COM
CVS
0.06%
COM
UNP
0.06%
COM
MMM
0.06%
COM
BKNG
0.06%
COM
KO
0.06%
COM
AMGN
0.06%
COM
MCD
0.06%
COM
INTU
0.06%
COM
MDLZ
0.05%
CL A
ABT
0.05%
COM
ANTM
0.05%
COM
DVN
0.05%
COM
GE
0.04%
COM
AAPL
0.02%
CALL
PG
< 0.01%
CALL
IR
< 0.01%
CALL
UPS
< 0.01%
CALL
MS
< 0.01%
PUT
IR
< 0.01%
PUT
ALL
< 0.01%
CALL
XOM
< 0.01%
CALL
DVN
< 0.01%
PUT
DVN
< 0.01%
CALL
ALL
< 0.01%
PUT
MS
< 0.01%
CALL
DEW
0.07%
GLB EQTY INC FD
DES
0.06%
SMALLCAP DIVID