Halbert Hargrove Global Advisors, LLC ETFs

Halbert Hargrove Global Advisors, LLC

$1.76 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
WCLD Wisdomtree Tr Cloud Computing	$0	$177,000 0.01% of portfolio	5,372	Q1 2025 Reduced 5.79%
SCHF Schwab Strategic Tr Intl Eqty	$0	$173,000 0.01% of portfolio	8,699	Q1 2025 Added 283.38%
WTAI Wisdomtree Tr Artificial Intel	$0	$173,000 0.01% of portfolio	8,990	Q1 2025 Reduced 6.06%
ESML Ishares Esg Aware Msci Usa Sma	$0	$168,000 0.01% of portfolio	4,390	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$167,000 0.01% of portfolio	2,051	Q1 2025 Reduced 3.57%
VYM Vanguard Whitehall Fds (Vangua	$0	$160,000 0.01% of portfolio	1,258	Q1 2025 Added 4.14%
VXUS Vanguard Star Fd Vanguard Tota	$0	$143,000 0.01% of portfolio	2,296	Q4 2024 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$140,000 0.01% of portfolio	6,118	Q1 2025 Reduced 85.99%
VBR Vanguard Small Cap Value ETF	$0	$133,000 0.01% of portfolio	718	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$131,000 0.01% of portfolio	1,462	Q1 2025 Added 9.27%
ARKF Ark ETF Tr Fintech Innovation	$0	$125,000 0.01% of portfolio	3,688	Q1 2025 Reduced 58.68%
SCHG Schwab Strategic Tr Us Large C	$0	$122,000 0.01% of portfolio	4,880	Q4 2024 Added 146.46%
SCHB Schwab Strategic Tr Us Broad M	$0	$121,000 0.01% of portfolio	5,664	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$121,000 0.01% of portfolio	2,081	Q1 2025 Added 68.23%
IDV Ishares Tr	$0	$121,000 0.01% of portfolio	3,900	Q1 2025 Reduced 1.14%
SDY Spdr Series Tr Spdr S&P Divide	$0	$120,000 0.01% of portfolio	898	Q4 2024 New
AOR Ishares Tr Core Growth Allocat	$0	$112,000 0.01% of portfolio	1,961	Q1 2025 Added 1.34%
BND Vanguard Bd Index Fd Inc Total	$0	$111,000 0.01% of portfolio	1,520	Q1 2025 Reduced 7.77%
QUAL Ishares Msci Usa Quality Facto	$0	$105,000 0.01% of portfolio	619	Q1 2025 Added 40.36%
BLOK Amplify ETF Tr Trnsformational	$0	$104,000 0.01% of portfolio	2,787	Q1 2025 New
VTV Vanguard Value ETF	$0	$101,000 0.01% of portfolio	592	Q4 2024 New
DHS Wisdomtree Tr U.S	$0	$98,000 0.01% of portfolio	1,008	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$97,000 0.01% of portfolio	930	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$95,000 0.01% of portfolio	4,328	Q4 2024 New
SCHK Schwab Strategic Tr 1000 Index	$0	$93,000 0.01% of portfolio	3,510	Q4 2024 New
VGT Vanguard Information Technolog	$0	$92,000 0.01% of portfolio	171	Q1 2025 Added 22.14%
SCHD Schwab Strategic Tr Us Dividen	$0	$82,000 0.0% of portfolio	2,984	Q4 2024 New
HELX Franklin Templeton ETF Tr Geno	$0	$80,000 0.0% of portfolio	2,554	Q1 2025 Added 41.81%
IFGL Ishares International Develope	$0	$80,000 0.0% of portfolio	4,065	Q1 2025 Reduced 1.07%
NOBL Proshares S&P 500 Dividend Ari	$0	$79,000 0.0% of portfolio	784	Q1 2025 Added 668.63%
IWD Ishares Russell 1000 Val ETF	$0	$78,000 0.0% of portfolio	419	Q1 2025 Added 140.8%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$74,000 0.0% of portfolio	1,760	Q4 2024 New
RDVY First Trust Rising Dividend Ac	$0	$73,000 0.0% of portfolio	1,258	Q4 2024 New
GLD Spdr Gold Trust	$106B	$69,000 0.0% of portfolio	242	Q4 2024 New
ILCV Ishares Morningstar Value ETF	$0	$67,000 0.0% of portfolio	835	Q1 2025 Reduced 5.11%
VBK Vanguard Small Cap Growth ETF	$0	$63,000 0.0% of portfolio	251	Q4 2024 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$63,000 0.0% of portfolio	1,165	Q4 2024 New
XLK Technology Sector Spdr	$0	$60,000 0.0% of portfolio	293	Q4 2024 New
IDEV Ishares Core Msci Intl Develop	$0	$58,000 0.0% of portfolio	852	Q4 2024 New
VCR Vanguard Consumer Discretionar	$0	$56,000 0.0% of portfolio	174	Q1 2025 Added 19.18%
IEUR Ishares Tr Ishares Core Msci E	$0	$55,000 0.0% of portfolio	911	Q4 2024 New
TDV Proshares Tr S&P Tech Divid Ar	$0	$55,000 0.0% of portfolio	769	Q4 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$52,000 0.0% of portfolio	124	Q1 2025 Reduced 10.14%
FINX Global X Fds Fintech ETF (De)	$0	$51,000 0.0% of portfolio	1,872	Q1 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$49,000 0.0% of portfolio	160	Q4 2024 New
IHDG Wisdomtree Tr	$0	$40,000 0.0% of portfolio	924	Q1 2025 Reduced 33.72%
GNOM Global X Fds Genomics & Biotec	$0	$38,000 0.0% of portfolio	4,846	Q1 2025 Reduced 42.24%
IXN Ishares Global Information Tec	$0	$38,000 0.0% of portfolio	514	Q4 2024 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$35,000 0.0% of portfolio	497	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$34,000 0.0% of portfolio	532	Q4 2024 New

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