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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

HALBERT HARGROVE GLOBAL ADVISORS, LLC INSTITUTION : HALBERT HARGROVE GLOBAL ADVISORS, LLC
HALBERT HARGROVE GLOBAL ADVISORS, LLC Portfolio (reported on 2020-02-12)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES TR    (RUS 1000 ETF) IWB 107,852,000 604,484 27.83%
ISHARES TR    (MSCI EAFE ETF) EFA 94,325,000 1,358,370 24.34%
ISHARES TR    (CORE US AGGBD ET) AGG 78,200,000 695,914 20.18%
ISHARES TR    (NATIONAL MUN ETF) MUB 49,141,000 431,399 12.68%
MICROSOFT CORP    (COM) MSFT 5,398,000 34,233 1.39%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 4,933,000 48,554 1.27%
APPLE INC    (COM) AAPL 2,990,000 10,180 0.77%
WISDOMTREE TR    (EMG MKTS SMCAP) DGS 2,477,000 51,789 0.63%
SHERWIN WILLIAMS CO    (COM) SHW 2,401,000 4,114 0.61%
ISHARES TR    (ESG MSCI USA ETF) 2,208,000 30,955 0.56%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,928,000 42,970 0.49%
INGERSOLL-RAND PLC    (SHS) IR 1,911,000 14,381 0.49%
ISHARES TR    (RUSSELL 3000 ETF) IWV 1,789,000 9,490 0.46%
UNITEDHEALTH GROUP INC    (COM) UNH 1,603,000 5,455 0.41%
EXXON MOBIL CORP    (COM) XOM 1,556,000 22,293 0.40%
PROCTER & GAMBLE CO    (COM) PG 1,384,000 11,081 0.35%
ISHARES TR    (ESG MSCI EAFE) 1,179,000 17,151 0.30%
AMAZON COM INC    (COM) AMZN 1,177,000 637 0.30%
UNITED PARCEL SERVICE INC    (CL B) UPS 1,133,000 9,679 0.29%
ISHARES TR    (ESG USD CORPT) 1,096,000 41,423 0.28%
JPMORGAN CHASE & CO    (COM) JPM 1,009,000 7,236 0.26%
ISHARES TR    (CORE S&P500 ETF) IVV 955,000 2,946 0.24%
ALPHABET INC    (CAP STK CL A) GOOGL 803,000 599 0.20%
3M CO    (COM) MMM 734,000 4,162 0.18%
JOHNSON & JOHNSON    (COM) JNJ 713,000 4,892 0.18%
FACEBOOK INC    (CL A) FB 676,000 3,294 0.17%
VISA INC    (COM CL A) V 599,000 3,188 0.15%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 571,000 2,525 0.14%
AT&T INC    (COM) T 564,000 14,425 0.14%
WELLS FARGO CO NEW    (COM) WFC 558,000 10,373 0.14%
DISNEY WALT CO    (COM DISNEY) DIS 552,000 3,813 0.14%
ISHARES INC    (ESG MSCI EM ETF) 546,000 15,204 0.14%
MASTERCARD INC    (CL A) MA 506,000 1,697 0.13%
BANK AMER CORP    (COM) BAC 503,000 14,282 0.12%
ISHARES TR    (INTL DEV RE ETF) IFGL 480,000 15,886 0.12%
VERIZON COMMUNICATIONS INC    (COM) VZ 465,000 7,562 0.12%
ISHARES TR    (MSCI GLOBAL IMP) 459,000 7,017 0.11%
ALPHABET INC    (CAP STK CL C) GOOG 441,000 330 0.11%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 441,000 1,359 0.11%
HOME DEPOT INC    (COM) HD 439,000 2,009 0.11%
ADOBE INC    (COM) ADBE 434,000 1,317 0.11%
HONEYWELL INTL INC    (COM) HON 421,000 2,382 0.10%
INTEL CORP    (COM) INTC 421,000 7,026 0.10%
PEPSICO INC    (COM) PEP 406,000 2,975 0.10%
CHEVRON CORP NEW    (COM) CVX 400,000 3,322 0.10%
WISDOMTREE TR    (INTL EQUITY FD) DWM 368,000 6,872 0.09%
MERCK & CO INC    (COM) MRK 352,000 3,873 0.09%
COCA COLA CO    (COM) KO 346,000 6,260 0.08%
PFIZER INC    (COM) PFE 337,000 8,601 0.08%
COMCAST CORP NEW    (CL A) CMCSA 334,000 7,440 0.08%
ORACLE CORP    (COM) ORCL 301,000 5,679 0.07%
CITIGROUP INC    (COM NEW) C 298,000 3,737 0.07%
NVIDIA CORP    (COM) NVDA 294,000 1,250 0.07%
AMGEN INC    (COM) AMGN 268,000 1,112 0.06%
CISCO SYS INC    (COM) CSCO 257,000 5,350 0.06%
AMERICAN TOWER CORP NEW    (COM) AMT 251,000 1,092 0.06%
STARBUCKS CORP    (COM) SBUX 250,000 2,847 0.06%
UNITED TECHNOLOGIES CORP    (COM) UTX 248,000 1,654 0.06%
UNION PACIFIC CORP    (COM) UNP 244,000 1,346 0.06%
BOEING CO    (COM) BA 243,000 745 0.06%
MCDONALDS CORP    (COM) MCD 243,000 1,226 0.06%
MONDELEZ INTL INC    (CL A) MDLZ 237,000 4,295 0.06%
ABBVIE INC    (COM) ABBV 236,000 2,664 0.06%
BRISTOL MYERS SQUIBB CO    (COM) BMY 236,000 3,670 0.06%
NETFLIX INC    (COM) NFLX 235,000 725 0.06%
ISHARES TR    (CRE U S REIT ETF) FTY 225,000 4,125 0.05%
TEXAS INSTRS INC    (COM) TXN 223,000 1,737 0.05%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 220,000 1,641 0.05%
WALMART INC    (COM) WMT 218,000 1,836 0.05%
LILLY ELI & CO    (COM) LLY 216,000 1,643 0.05%
NEXTERA ENERGY INC    (COM) NEE 216,000 891 0.05%
BOOKING HLDGS INC    (COM) 212,000 103 0.05%
ISHARES INC    (EM MKTS DIV ETF) DVYE 209,000 5,147 0.05%
ABBOTT LABS    (COM) ABT 208,000 2,398 0.05%
NIKE INC    (CL B) NKE 203,000 2,003 0.05%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 203,000 2,193 0.05%
BROADCOM INC    (COM) 202,000 639 0.05%
MEDTRONIC PLC    (SHS) MDT 202,000 1,784 0.05%
INTUIT    (COM) INTU 202,000 771 0.05%
GENERAL ELECTRIC CO    (COM) GE 177,000 15,873 0.04%
Total Value As 2019-12-31: 387,491,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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