Halbert Hargrove Global Advisors, LLC ETFs

Halbert Hargrove Global Advisors, LLC

$2.02 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BLOK Amplify ETF Tr Trnsformational	$0	$214,000 0.01% of portfolio	3,206	Q2 2025 Added 15.03%
ARKF Ark ETF Tr Fintech Innovation	$0	$209,000 0.01% of portfolio	3,688	Q2 2025 Reduced 58.68%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$209,000 0.01% of portfolio	8,882	Q3 2025 Added 45.18%
ESML Ishares Esg Aware Msci Usa Sma	$0	$208,000 0.01% of portfolio	4,635	Q3 2025 Added 13.33%
WTAI Wisdomtree Tr Artificial Intel	$0	$193,000 0.01% of portfolio	6,790	Q3 2025 Added 21.47%
WCLD Wisdomtree Tr Cloud Computing	$0	$188,000 0.01% of portfolio	5,372	Q2 2025 Reduced 5.79%
XCEM Columbia ETF Tr Ii	$0	$186,000 0.01% of portfolio	5,136	Q2 2025 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$186,000 0.01% of portfolio	2,029	Q3 2025 Reduced 3.24%
QUAL Ishares Msci Usa Quality Facto	$0	$175,000 0.01% of portfolio	904	Q3 2025 Added 46.04%
VYM Vanguard Whitehall Fds (Vangua	$0	$174,000 0.01% of portfolio	1,239	Q2 2025 Added 2.57%
VCIT Vanguard Intermediate Term Cor	$0	$172,000 0.01% of portfolio	2,051	Q3 2025 Reduced 11.78%
VXUS Vanguard Star Fd Vanguard Tota	$0	$168,000 0.01% of portfolio	2,296	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$149,000 0.01% of portfolio	718	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$145,000 0.01% of portfolio	5,664	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$145,000 0.01% of portfolio	4,560	Q3 2025 Reduced 6.56%
IDV Ishares Tr	$0	$138,000 0.01% of portfolio	3,776	Q3 2025 Reduced 0.84%
IJR Ishares Core S&P Sm Cap ETF	$0	$135,000 0.01% of portfolio	1,140	Q3 2025 Added 32.4%
VV Vanguard Large Cap ETF	$0	$131,000 0.01% of portfolio	427	Q3 2025 New
VO Vanguard Mid Cap ETF	$0	$117,000 0.01% of portfolio	400	Q3 2025 Added 506.06%
VNQ Vanguard Specialized Funds Van	$0	$113,000 0.01% of portfolio	1,239	Q2 2025 Reduced 7.4%
SCHX Schwab Strategic Tr Us Large C	$0	$113,000 0.01% of portfolio	4,328	Q4 2024 New
SCHK Schwab Strategic Tr 1000 Index	$0	$112,000 0.01% of portfolio	3,510	Q4 2024 New
DHS Wisdomtree Tr U.S	$0	$111,000 0.01% of portfolio	1,102	Q2 2025 Added 9.33%
SDY Spdr Series Tr Spdr S&P Divide	$0	$104,000 0.01% of portfolio	749	Q3 2025 Reduced 27.0%
VTV Vanguard Value ETF	$0	$101,000 0.0% of portfolio	543	Q3 2025 Reduced 8.12%
VGT Vanguard Information Technolog	$0	$96,000 0.0% of portfolio	129	Q2 2025 Reduced 7.86%
GLD Spdr Gold Trust	$125B	$96,000 0.0% of portfolio	271	Q3 2025 Added 11.98%
IJH Ishares Core S&P Mid Cap ETF	$0	$88,000 0.0% of portfolio	1,356	Q3 2025 Reduced 13.85%
RDVY First Trust Rising Dividend Ac	$0	$84,000 0.0% of portfolio	1,258	Q4 2024 New
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$80,000 0.0% of portfolio	1,760	Q4 2024 New
XLK Technology Sector Spdr	$0	$79,000 0.0% of portfolio	282	Q2 2025 Reduced 3.75%
IFGL Ishares International Develope	$0	$78,000 0.0% of portfolio	3,405	Q2 2025 Reduced 17.13%
NOBL Proshares S&P 500 Dividend Ari	$0	$74,000 0.0% of portfolio	721	Q2 2025 Added 606.86%
VBK Vanguard Small Cap Growth ETF	$0	$74,000 0.0% of portfolio	251	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$71,000 0.0% of portfolio	2,604	Q2 2025 Reduced 12.73%
IDEV Ishares Core Msci Intl Develop	$0	$68,000 0.0% of portfolio	852	Q4 2024 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$66,000 0.0% of portfolio	1,165	Q4 2024 New
TDV Proshares Tr S&P Tech Divid Ar	$0	$66,000 0.0% of portfolio	769	Q4 2024 New
IRBO Ishares Robotics & Artificial	$0	$65,000 0.0% of portfolio	2,040	Q2 2025 New
IEUR Ishares Tr Ishares Core Msci E	$0	$62,000 0.0% of portfolio	911	Q4 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$60,000 0.0% of portfolio	150	Q2 2025 Reduced 6.25%
IXN Ishares Global Information Tec	$0	$53,000 0.0% of portfolio	514	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$52,000 0.0% of portfolio	2,269	Q4 2024 Reduced 73.92%
SMH Vaneck ETF Tr Semiconductor Et	$0	$51,000 0.0% of portfolio	157	Q4 2024 New
ILCV Ishares Morningstar Value ETF	$0	$50,000 0.0% of portfolio	561	Q3 2025 Reduced 20.2%
EMXC Ishares Inc Msci Emerging Mkts	$0	$49,000 0.0% of portfolio	736	Q3 2025 Added 4.55%
DGRO Ishares Core Dividend Growth E	$0	$46,000 0.0% of portfolio	678	Q3 2025 New
TQQQ Proshares Ultrapro Qqq	$0	$44,000 0.0% of portfolio	426	Q3 2025 New
IHDG Wisdomtree Tr	$0	$42,000 0.0% of portfolio	924	Q2 2025 Reduced 33.72%
MTUM Ishares Msci Usa Momentum Fact	$0	$41,000 0.0% of portfolio	161	Q1 2025 New

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