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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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28
0
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1
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25
1
0
HALBERT HARGROVE RUSSELL LLC

Time Period2019-06-30

Total Holdings79

Total Value ($x1000)368,340
Activities
New38

Increased11

Unchanged6

Decreased24

Sold Out1

Top 10 Stock Holdingstotal 91.46%
IWB27.31

EFA25.24

AGG20.37

MUB14.12

MINT1.39

 
PG0.82

DGS0.74

MSFT0.6

IWV0.45

AAPL0.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
27.31%
RUS 1000 ETF
EFA
25.24%
MSCI EAFE ETF
AGG
20.37%
CORE TOTUSBD ETF
MUB
14.12%
NAT AMT FREE BD
MINT
1.39%
ENHAN SHRT MAT
PG
0.82%
COM
DGS
0.74%
EMG MKTS SMCAP
MSFT
0.6%
COM
IWV
0.45%
RUSSELL 3000 ETF
AAPL
0.42%
COM
SHW
0.39%
COM
AMZN
0.34%
COM
XOM
0.32%
COM
UPS
0.27%
CL B
IR
0.25%
SHS
IR
0.24%
PUT
EEM
0.24%
MSCI EMG MKT ETF
IVV
0.24%
CORE S&P500 ETF
MMM
0.2%
COM
ESGU
0.19%
ETF MSCI USA
FB
0.19%
CL A
GOOGL
0.19%
CAP STK CL A
JPM
0.18%
COM
V
0.17%
COM CL A
DIS
0.16%
COM DISNEY
MSFT
0.16%
PUT
BRK.B
0.15%
CL B NEW
SHW
0.15%
PUT
WFC
0.14%
COM
T
0.13%
COM
BAC
0.13%
COM
ALL
0.13%
COM
MA
0.13%
CL A
JNJ
0.12%
COM
XOM
0.12%
PUT
CVX
0.12%
COM
IFGL
0.12%
INTL DEV RE ETF
ADBE
0.11%
COM
PEP
0.11%
COM
TMO
0.11%
COM
HD
0.11%
COM
MS
0.1%
COM NEW
VZ
0.1%
COM
PFE
0.1%
COM
HON
0.1%
COM
GOOG
0.1%
CAP STK CL C
ORCL
0.1%
COM
SUSC
0.1%
ESG USD CORPT
INTC
0.1%
COM
ALL
0.1%
PUT
ESGD
0.1%
MSCI EAFE ESG
MRK
0.09%
COM
CSCO
0.09%
COM
CMCSA
0.09%
CL A
UNH
0.09%
COM
DWM
0.09%
DEFA FD
C
0.08%
COM NEW
KO
0.08%
COM
BA
0.08%
COM
MCD
0.07%
COM
MS
0.07%
PUT
IBM
0.07%
COM
NFLX
0.07%
COM
AMT
0.07%
COM
SBUX
0.07%
COM
UTX
0.07%
COM
MDLZ
0.07%
CL A
INTU
0.07%
COM
UNP
0.06%
COM
ABT
0.06%
COM
GE
0.06%
COM
NVDA
0.06%
COM
BKNG
0.06%
COM
TXN
0.06%
COM
ABBV
0.06%
COM
LIN
0.06%
COM
AMGN
0.06%
COM
PYPL
0.06%
COM
ANTM
0.05%
COM
DWDP
0.79%
COM