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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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Value
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Small
Growth
26
0
0
1
1
0
18
0
0
HALBERT HARGROVE RUSSELL LLC

Time Period2017-12-31

Total Holdings71

Total Value ($x1000)381,921
Activities
New9

Increased22

Unchanged2

Decreased38

Sold Out4

Top 10 Stock Holdingstotal 91.72%
IWB27.83

EFA25.46

AGG19.47

MUB13.17

DGS2.33

 
FTY0.86

IFGL0.83

AAPL0.68

IWV0.59

MINT0.5

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
27.83%
RUS 1000 ETF
EFA
25.46%
MSCI EAFE ETF
AGG
19.47%
CORE TOTUSBD ETF
MUB
13.17%
NAT AMT FREE BD
DGS
2.33%
EMG MKTS SMCAP
FTY
0.86%
REAL EST 50 ETF
IFGL
0.83%
INTL DEV RE ETF
AAPL
0.68%
COM
IWV
0.59%
RUSSELL 3000 ETF
MINT
0.5%
ENHAN SHRT MAT
VWO
0.46%
FTSE EMR MKT ETF
DWM
0.44%
DEFA FD
VNQ
0.4%
REIT ETF
VB
0.38%
SMALL CP ETF
PG
0.38%
COM
MSFT
0.38%
COM
VO
0.33%
MID CAP ETF
EEM
0.33%
MSCI EMG MKT ETF
IVV
0.27%
CORE S&P500 ETF
XOM
0.25%
COM
AMZN
0.2%
COM
JPM
0.18%
COM
DVYE
0.16%
EM MKTS DIV ETF
FB
0.16%
CL A
GOOGL
0.14%
CAP STK CL A
BRK.B
0.14%
CL B NEW
IEFA
0.14%
CORE MSCI EAFE
BAC
0.13%
COM
CVX
0.13%
COM
DON
0.13%
MIDCAP DIVI FD
WFC
0.13%
COM
JNJ
0.12%
COM
DEW
0.11%
GLB EQTY INC FD
V
0.1%
COM CL A
GOOG
0.1%
CAP STK CL C
HD
0.1%
COM
T
0.1%
COM
IGF
0.1%
GLB INFRASTR ETF
INTC
0.09%
COM
DIS
0.09%
COM DISNEY
DVN
0.09%
COM
VZ
0.09%
COM
C
0.09%
COM NEW
DWDP
0.08%
COM
HON
0.08%
COM
CMCSA
0.08%
CL A
NVDA
0.08%
COM
DES
0.08%
SMALLCAP DIVID
ORCL
0.08%
COM
ABBV
0.08%
COM
PFE
0.07%
COM
MMM
0.07%
COM
UNH
0.07%
COM
TMO
0.07%
COM
UTX
0.07%
COM
MA
0.07%
CL A
MRK
0.07%
COM
MCD
0.06%
COM
ADBE
0.06%
COM
GE
0.06%
COM
PEP
0.06%
COM
KO
0.06%
COM
MZOR
0.06%
SPONSORED ADS
BA
0.06%
COM
CSCO
0.06%
COM
MO
0.06%
COM
WMT
0.06%
COM
PM
0.06%
COM
GS
0.06%
COM
DIM
0.05%
INTL MIDCAP DV
MDLZ
0.05%
CL A
SBUX
0.14%
COM
CVS
0.06%
COM
AMGN
0.06%
COM
CELG
0.06%
COM