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
EFG Msci Eafe Growth ETF	$0	$4,000 0.0% of portfolio	41	Q4 2024 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$3,000 0.0% of portfolio	250	Q1 2025 New
MXI Ishares Global Materials ETF	$0	$3,000 0.0% of portfolio	46	Q4 2024 New
HYMB Spdr Nuveen Bloomberg High Yie	$0	$2,000 0.0% of portfolio	83	Q1 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$2,000 0.0% of portfolio	26	Q1 2025 New
DFEV Dimensional ETF Tr Emerging Mk	$0	$2,000 0.0% of portfolio	99	Q1 2025 New
IWO Ishares Russell 2000 Gwt ETF	$0	$2,000 0.0% of portfolio	8	Q4 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$1,000 0.0% of portfolio	33	Q1 2025 New
IVLU Ishares Tr Edge Msci Intl Valu	$0	$1,000 0.0% of portfolio	50	Q1 2025 New
VGSH Vanguard	$0	$0 0.0% of portfolio	1	Q4 2024 New
DAPP Vaneck ETF Tr Digital Transfor	$0	$0 0.0% of portfolio	0	Q1 2025 New
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$0 0.0% of portfolio	4	Q4 2024 New
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$0 0.0% of portfolio	5	Q4 2024 New
EBND Spdr Bloomberg Emerging Market	$0	$0 0.0% of portfolio	25	Q1 2025 New
XLU Utilities Sector Spdr	$0	$0 0.0% of portfolio	0	Q1 2025 New
XLE Energy Sector Spdr	$0	$0 0.0% of portfolio	0	Q1 2025 New
XLP Consumer Staples Sector Spdr	$0	$0 0.0% of portfolio	1	Q4 2024 New
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$0 0.0% of portfolio	3	Q4 2024 New
DFAI Dimensional ETF Tr	$0	$0 0.0% of portfolio	0	Q1 2025 New
FDIG Fidelity Covington Tr Crypto I	$0	$0 0.0% of portfolio	1	Q4 2024 New
FDRR Fidelity Covington Tr Divid Et	$0	$0 0.0% of portfolio	0	Q1 2025 New
FHLC Fidelity Covington Tr Msci Hea	$0	$0 0.0% of portfolio	1	Q4 2024 New
ENFR Alerian Energy Infrastructure	$0	$0 0.0% of portfolio	0	Q1 2025 New
QQQM Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	2	Q4 2024 New
CGW Invesco ETF Tr Ii S&P Global W	$0	$0 0.0% of portfolio	1	Q4 2024 New
EWC Ishares Msci Canada ETF	$0	$0 0.0% of portfolio	3	Q4 2024 New
BBJP Jp Morgan ETF Trust Betabuilde	$0	$0 0.0% of portfolio	2	Q4 2024 New
BBUS J P Morgan Exchg Traded Fd	$0	$0 0.0% of portfolio	9	Q1 2025 Added 12.5%
SHYG Ishares 0 5 Year High Yield CO	$0	$0 0.0% of portfolio	10	Q1 2025 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$0 0.0% of portfolio	2	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$0 0.0% of portfolio	0	Q1 2025 New
IHAK Ishares Tr Cybersecurity & Tec	$0	$0 0.0% of portfolio	1	Q4 2024 New
BBIN J P Morgan Exch Traded Fd Tr B	$0	$0 0.0% of portfolio	6	Q4 2024 New
BBMC Jp Morgan Exc Trd Fd Tr Betabu	$0	$0 0.0% of portfolio	1	Q1 2025 Reduced 50.0%
JPHY Jp Morgan High Yield Research	$0	$0 0.0% of portfolio	4	Q4 2024 New

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