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
SMH Vaneck ETF Tr Semiconductor Et	$0	$33,000 0.0% of portfolio	157	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$32,000 0.0% of portfolio	161	Q1 2025 New
CMF Ishares California Muni Bond E	$0	$31,000 0.0% of portfolio	551	Q1 2025 New
IGV Ishares Expanded Tech Software	$0	$28,000 0.0% of portfolio	315	Q4 2024 New
IXUS Ishares Tr	$0	$27,000 0.0% of portfolio	390	Q4 2024 New
XLG Invesco Exchange Traded Fd Tr	$0	$23,000 0.0% of portfolio	520	Q4 2024 New
IYF Ishares Tr	$0	$23,000 0.0% of portfolio	206	Q4 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$22,000 0.0% of portfolio	188	Q1 2025 Added 21.29%
FTC First Tr Lge Cap Growth	$0	$22,000 0.0% of portfolio	174	Q1 2025 New
VNQI Vanguard Global Ex U.S. Real	$0	$22,000 0.0% of portfolio	542	Q1 2025 Added 3.44%
SCHA Schwab Strategic Tr Us Small C	$0	$21,000 0.0% of portfolio	918	Q1 2025 New
VT Vanguard Total World Stk Index	$0	$21,000 0.0% of portfolio	189	Q1 2025 New
IAU Ishares Gold Trust	$53.3B	$21,000 0.0% of portfolio	359	Q1 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$20,000 0.0% of portfolio	343	Q1 2025 New
FEZ Spdr Euro Stoxx 50 ETF	$0	$17,000 0.0% of portfolio	325	Q4 2024 New
IXC Ishares Tr Global Energy ETF	$0	$17,000 0.0% of portfolio	429	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$17,000 0.0% of portfolio	651	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$16,000 0.0% of portfolio	66	Q4 2024 New
QEFA Spdr Index Shs Fds Msci Eafe S	$0	$15,000 0.0% of portfolio	204	Q1 2025 Reduced 56.87%
RSP Invesco S&P 500 Equal Weight E	$0	$15,000 0.0% of portfolio	87	Q1 2025 New
IWS Ishares Russell Midcap Value E	$0	$14,000 0.0% of portfolio	113	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$14,000 0.0% of portfolio	43	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$14,000 0.0% of portfolio	185	Q1 2025 New
IVE Ishares S&P 500 Value ETF	$0	$14,000 0.0% of portfolio	75	Q4 2024 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$12,000 0.0% of portfolio	192	Q4 2024 New
VXF Vanguard Extended Market ETF	$0	$12,000 0.0% of portfolio	73	Q4 2024 New
VGLT Vanguard Long Term Treasury Et	$0	$12,000 0.0% of portfolio	219	Q1 2025 New
AVUV American Centy ETF Tr Avantis	$0	$11,000 0.0% of portfolio	127	Q4 2024 New
VPU Vanguard Utilities ETF	$0	$10,000 0.0% of portfolio	64	Q1 2025 New
IAI Ishares Tr Us Broker Dealers &	$0	$10,000 0.0% of portfolio	74	Q4 2024 New
VFH Vanguard Financial ETF	$0	$10,000 0.0% of portfolio	89	Q1 2025 New
FDN First Tr Fd Dow Jones	$0	$10,000 0.0% of portfolio	46	Q4 2024 New
VOX Vanguard Communication Service	$0	$10,000 0.0% of portfolio	69	Q1 2025 New
VDC Vanguard Consumer Staples ETF	$0	$9,000 0.0% of portfolio	44	Q1 2025 New
VIS Vanguard Industrial ETF	$0	$9,000 0.0% of portfolio	38	Q1 2025 New
PBUS Invesco ETF Tr Ii Purebeta Msc	$0	$9,000 0.0% of portfolio	178	Q1 2025 New
PNQI Invesco Nasdaq Internet ETF	$0	$9,000 0.0% of portfolio	220	Q4 2024 New
VDE Vanguard Energy ETF	$0	$9,000 0.0% of portfolio	72	Q1 2025 New
HYD Vaneck High Yield Muni ETF	$0	$9,000 0.0% of portfolio	184	Q1 2025 New
VAW Vanguard Materials ETF	$0	$8,000 0.0% of portfolio	46	Q1 2025 New
VHT Vanguard Health Care ETF	$0	$8,000 0.0% of portfolio	33	Q1 2025 New
BNDX Vanguard Total International B	$0	$7,000 0.0% of portfolio	144	Q1 2025 Added 1,500.0%
XRT Spdr Series Tr Spdr S&P Retail	$0	$6,000 0.0% of portfolio	95	Q4 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$6,000 0.0% of portfolio	102	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$6,000 0.0% of portfolio	71	Q4 2024 New
VONG Vanguard Russell 1000 Growth E	$0	$6,000 0.0% of portfolio	70	Q4 2024 New
EUFN Ishares Msci Europe Financials	$0	$5,000 0.0% of portfolio	205	Q4 2024 New
AOM Ishares Tr Core Moderate Alloc	$0	$5,000 0.0% of portfolio	116	Q1 2025 Added 0.87%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$5,000 0.0% of portfolio	111	Q1 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$5,000 0.0% of portfolio	222	Q4 2024 New

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