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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
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Small
Growth
26
0
0
1
0
0
21
0
0
HALBERT HARGROVE RUSSELL LLC

Time Period2018-12-31

Total Holdings74

Total Value ($x1000)434,671
Activities
New9

Increased36

Unchanged1

Decreased28

Sold Out22

Top 10 Stock Holdingstotal 88.09%
BIL21.74

SHV21.07

AGG17.41

MUB11.35

EEM7.84

 
IVV3.6

IWC1.44

MINT1.25

DGS1.2

PBP1.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BIL
21.74%
SPDR BLOOMBERG
SHV
21.07%
SHRT TRS BD ETF
AGG
17.41%
CORE TOTUSBD ETF
MUB
11.35%
NAT AMT FREE BD
EEM
7.84%
MSCI EMG MKT ETF
IVV
3.6%
CORE S&P500 ETF
IWC
1.44%
MICRO-CAP ETF
MINT
1.25%
ENHAN SHRT MAT
DGS
1.2%
EMG MKTS SMCAP
PBP
1.19%
S&P500 BUY WRT
IEFA
1.15%
CORE MSCI EAFE
IWM
0.86%
RUSSELL 2000 ETF
IFGL
0.63%
INTL DEV RE ETF
IWB
0.61%
RUS 1000 ETF
PG
0.59%
COM
FTY
0.57%
REAL EST 50 ETF
MUNI
0.54%
INTER MUN BD ST
IWV
0.47%
RUSSELL 3000 ETF
EFA
0.45%
MSCI EAFE ETF
VNQ
0.42%
REIT ETF
AAPL
0.3%
COM
SPY
0.29%
TR UNIT
MSFT
0.28%
COM
VWO
0.28%
FTSE EMR MKT ETF
XOM
0.25%
COM
AMZN
0.22%
COM
UPS
0.22%
CL B
IR
0.17%
SHS
GOOGL
0.15%
CAP STK CL A
JPM
0.14%
COM
VO
0.13%
MID CAP ETF
VB
0.13%
SMALL CP ETF
BRK.B
0.12%
CL B NEW
WFC
0.12%
COM
V
0.11%
COM CL A
FB
0.11%
CL A
CVX
0.1%
COM
JNJ
0.1%
COM
XOM
0.09%
PUT
BAC
0.09%
COM
VZ
0.09%
COM
ALL
0.09%
COM
T
0.08%
COM
GOOG
0.08%
CAP STK CL C
INTC
0.08%
COM
TMO
0.08%
COM
MA
0.08%
CL A
MS
0.08%
COM NEW
PFE
0.08%
COM
DWM
0.08%
DEFA FD
UNH
0.08%
COM
MRK
0.08%
COM
DIS
0.07%
COM DISNEY
HD
0.07%
COM
PEP
0.07%
COM
ORCL
0.07%
COM
HON
0.07%
COM
ADBE
0.07%
COM
ABBV
0.06%
COM
CSCO
0.06%
COM
MMM
0.06%
COM
CMCSA
0.06%
CL A
BA
0.06%
COM
KO
0.06%
COM
MCD
0.05%
COM
DWDP
0.05%
COM
C
0.05%
COM NEW
CVS
0.05%
COM
AMGN
0.05%
COM
UTX
0.05%
COM
UNP
0.05%
COM
AMT
0.05%
COM
IBM
0.05%
COM
GE
0.02%
COM
NVDA
0.1%
COM
DVYE
0.08%
EM MKTS DIV ETF
DON
0.07%
MIDCAP DIVI FD
NFLX
0.07%
COM
BKNG
0.06%
COM
INTU
0.06%
COM
MDLZ
0.05%
CL A
ABT
0.05%
COM
ANTM
0.05%
COM
DVN
0.05%
COM
AAPL
0.02%
CALL
PG
< 0.01%
CALL
IR
< 0.01%
CALL
UPS
< 0.01%
CALL
IR
< 0.01%
PUT
MS
< 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