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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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Growth
27
0
0
1
1
0
21
0
0
HALBERT HARGROVE RUSSELL LLC

Time Period2018-03-31

Total Holdings72

Total Value ($x1000)377,125
Activities
New7

Increased25

Unchanged2

Decreased38

Sold Out6

Top 10 Stock Holdingstotal 92.54%
IWB28.18

EFA26.19

AGG19.57

MUB13.82

DGS2.18

 
AAPL0.69

IWV0.59

VNQ0.5

VWO0.44

VB0.38

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
28.18%
RUS 1000 ETF
EFA
26.19%
MSCI EAFE ETF
AGG
19.57%
CORE TOTUSBD ETF
MUB
13.82%
NAT AMT FREE BD
DGS
2.18%
EMG MKTS SMCAP
AAPL
0.69%
COM
IWV
0.59%
RUSSELL 3000 ETF
VNQ
0.5%
REIT ETF
VWO
0.44%
FTSE EMR MKT ETF
VB
0.38%
SMALL CP ETF
DWM
0.37%
DEFA FD
VO
0.33%
MID CAP ETF
PG
0.33%
COM
MINT
0.3%
ENHAN SHRT MAT
MSFT
0.3%
COM
IR
0.26%
SHS
EEM
0.25%
MSCI EMG MKT ETF
AMZN
0.25%
COM
IVV
0.22%
CORE S&P500 ETF
XOM
0.2%
COM
JPM
0.18%
COM
DVYE
0.17%
EM MKTS DIV ETF
GOOGL
0.16%
CAP STK CL A
FB
0.15%
CL A
BRK.B
0.14%
CL B NEW
BAC
0.14%
COM
FTY
0.13%
REAL EST 50 ETF
V
0.13%
COM CL A
MS
0.13%
COM NEW
CVX
0.12%
COM
ALL
0.11%
COM
WFC
0.11%
COM
IFGL
0.11%
INTL DEV RE ETF
JNJ
0.11%
COM
INTC
0.1%
COM
GOOG
0.1%
CAP STK CL C
DON
0.1%
MIDCAP DIVI FD
NVDA
0.09%
COM
TMO
0.09%
COM
HD
0.09%
COM
T
0.09%
COM
ORCL
0.09%
COM
HON
0.09%
COM
MA
0.09%
CL A
UNH
0.09%
COM
DIS
0.08%
COM DISNEY
VZ
0.08%
COM
C
0.08%
COM NEW
PFE
0.08%
COM
ADBE
0.08%
COM
DWDP
0.07%
COM
ABBV
0.07%
COM
DEW
0.07%
GLB EQTY INC FD
CMCSA
0.07%
CL A
PEP
0.07%
COM
BA
0.07%
COM
MMM
0.07%
COM
DVN
0.07%
COM
CSCO
0.07%
COM
BKNG
0.06%
COM
UTX
0.06%
COM
MRK
0.06%
COM
MDLZ
0.06%
CL A
DES
0.06%
SMALLCAP DIVID
MCD
0.06%
COM
NFLX
0.06%
COM
KO
0.06%
COM
PM
0.05%
COM
GS
0.05%
COM
UNP
0.05%
COM
AMGN
0.05%
COM
GE
0.04%
COM
IEFA
0.14%
CORE MSCI EAFE
IGF
0.1%
GLB INFRASTR ETF
MZOR
0.06%
SPONSORED ADS
MO
0.06%
COM
WMT
0.06%
COM
DIM
0.05%
INTL MIDCAP DV