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
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$40,000 0.0% of portfolio	400	Q3 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$39,000 0.0% of portfolio	509	Q3 2025 Reduced 4.32%
IMCG Ishare Morningstar Mid Cap Gro	$0	$38,000 0.0% of portfolio	460	Q2 2025 Reduced 7.44%
IGV Ishares Expanded Tech Software	$0	$36,000 0.0% of portfolio	315	Q4 2024 New
IXUS Ishares Tr	$0	$30,000 0.0% of portfolio	367	Q2 2025 Reduced 5.9%
XLG Invesco Exchange Traded Fd Tr	$0	$29,000 0.0% of portfolio	520	Q4 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$28,000 0.0% of portfolio	62	Q2 2025 Reduced 55.07%
XLV Select Sector Spdr Fund Health	$0	$27,000 0.0% of portfolio	200	Q3 2025 New
FTC First Tr Lge Cap Growth	$0	$27,000 0.0% of portfolio	174	Q1 2025 New
VT Vanguard Total World Stk Index	$0	$26,000 0.0% of portfolio	189	Q1 2025 New
IYF Ishares Tr	$0	$26,000 0.0% of portfolio	206	Q4 2024 New
FINX Global X Fds Fintech ETF (De)	$0	$25,000 0.0% of portfolio	750	Q2 2025 Reduced 59.94%
VCR Vanguard Consumer Discretionar	$0	$25,000 0.0% of portfolio	65	Q3 2025 Reduced 41.96%
SPXL Direxion Daily S&P 500 Bull 3 X	$0	$25,000 0.0% of portfolio	121	Q3 2025 New
RWX Spdr Dow Jones International R	$0	$24,000 0.0% of portfolio	873	Q3 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$23,000 0.0% of portfolio	145	Q3 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$20,000 0.0% of portfolio	155	Q4 2024 Reduced 17.55%
CGDV Capital Group Divid Value ETF	$0	$20,000 0.0% of portfolio	492	Q3 2025 New
FEZ Spdr Euro Stoxx 50 ETF	$0	$20,000 0.0% of portfolio	325	Q4 2024 New
VGSH Vanguard	$0	$19,000 0.0% of portfolio	331	Q3 2025 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$19,000 0.0% of portfolio	651	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$18,000 0.0% of portfolio	43	Q4 2024 New
VOTE Engine No 1 ETF Tr	$0	$18,000 0.0% of portfolio	232	Q3 2025 New
IXC Ishares Tr Global Energy ETF	$0	$17,000 0.0% of portfolio	429	Q4 2024 New
VXF Vanguard Extended Market ETF	$0	$15,000 0.0% of portfolio	73	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$15,000 0.0% of portfolio	113	Q4 2024 New
QEFA Spdr Index Shs Fds Msci Eafe S	$0	$15,000 0.0% of portfolio	204	Q2 2025 Reduced 56.87%
IVE Ishares S&P 500 Value ETF	$0	$15,000 0.0% of portfolio	75	Q4 2024 New
SOXL Direxion Daily Semiconductor B	$0	$14,000 0.0% of portfolio	425	Q3 2025 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$14,000 0.0% of portfolio	192	Q4 2024 New
IAI Ishares Tr Us Broker Dealers &	$0	$13,000 0.0% of portfolio	74	Q4 2024 New
PNQI Invesco Nasdaq Internet ETF	$0	$12,000 0.0% of portfolio	220	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$12,000 0.0% of portfolio	64	Q2 2025 Reduced 26.44%
AVUV American Centy ETF Tr Avantis	$0	$12,000 0.0% of portfolio	127	Q4 2024 New
HELX Franklin Templeton ETF Tr Geno	$0	$12,000 0.0% of portfolio	402	Q2 2025 Reduced 77.68%
FDN First Tr Fd Dow Jones	$0	$12,000 0.0% of portfolio	46	Q4 2024 New
CGXU Capital Group Intl Focus Equit	$0	$10,000 0.0% of portfolio	371	Q3 2025 New
VONG Vanguard Russell 1000 Growth E	$0	$8,000 0.0% of portfolio	70	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$8,000 0.0% of portfolio	71	Q4 2024 New
XRT Spdr Series Tr Spdr S&P Retail	$0	$8,000 0.0% of portfolio	95	Q4 2024 New
EUFN Ishares Msci Europe Financials	$0	$7,000 0.0% of portfolio	205	Q4 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$6,000 0.0% of portfolio	222	Q4 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$6,000 0.0% of portfolio	102	Q4 2024 New
SLV I Shares Silver Trust	$22.4B	$5,000 0.0% of portfolio	134	Q3 2025 New
EFG Msci Eafe Growth ETF	$0	$4,000 0.0% of portfolio	41	Q4 2024 New
MXI Ishares Global Materials ETF	$0	$4,000 0.0% of portfolio	46	Q4 2024 New
AOM Ishares Tr Core Moderate Alloc	$0	$3,000 0.0% of portfolio	65	Q3 2025 Reduced 43.48%
IUSV Ishares Core S&P U.S. Value Et	$0	$3,000 0.0% of portfolio	37	Q3 2025 New
FNDA Schwab Fundamental U S Small C	$0	$3,000 0.0% of portfolio	101	Q3 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$2,000 0.0% of portfolio	8	Q4 2024 New

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