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Institutional Investment Manager
HALBERT HARGROVE GLOBAL ADVISORS, LLC
HALBERT HARGROVE GLOBAL ADVISORS, LLC (CIK: 0001484205) incorporated in California, located at 111 West Ocean Boulevard, Suite 2300, Long Beach, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Original 13F HR (0001221073-15-000090) filed in 2015.08.11
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARE LEHMAN AGGREGATE BOND 1,000,150 108,796 26.45%
2 ISHARES TR 799,454 92,865 22.58%
3 ISHARES MSCI EAFE INDEX 1,223,461 77,678 18.89%
4 WISDOMTREE TR 652,714 28,321 6.89%
5 VANGUARD INDEX FDS 29,850 2,230 0.54%
6 APPLE INC 16,718 2,097 0.51%
7 JPMORGAN CHASE AND CO 30,888 2,093 0.51%
8 ISHARES RUSSELL 2000 INDEX 16,724 2,088 0.51%
9 HONEYWELL INTERNATIONAL INC 18,621 1,899 0.46%
10 VANGUARD MID-CAP ETF 14,116 1,799 0.44%
11 ISHARES TR 14,300 1,773 0.43%
12 ISHARES TR 43,574 1,726 0.42%
13 VANGUARD INDEX FDS SMALL CP ETF 13,690 1,663 0.40%
14 WELLS FARGO AND CO 29,199 1,642 0.40%
15 EXXON MOBIL CORP 18,612 1,548 0.38%
16 ISHARES TR 35,098 1,525 0.37%
17 BANK OF AMERICA CORP 88,580 1,508 0.37%
18 VANGUARD EMERGING MKTS ETF 36,619 1,497 0.36%
19 CVS HEALTH CORP 12,892 1,352 0.33%
20 ISHARES TR 26,401 1,347 0.33%
21 MICROSOFT CORP 30,192 1,333 0.32%
22 GENERAL ELECTRIC CO 46,849 1,245 0.30%
23 VISA INC CL A 17,414 1,169 0.28%
24 JOHNSON AND JOHNSON 10,891 1,061 0.26%
25 AMERICAN INTL GROUP INC 16,968 1,049 0.26%
26 GOLDMAN SACHS GROUP INC 4,840 1,011 0.25%
27 ISHARES MSCI ACWI INDEX FUND 16,965 1,009 0.25%
28 MERCK AND CO INC 17,709 1,008 0.25%
29 VERIZON COMMUNICATIONS INC 19,835 925 0.22%
30 WALT DISNEY COMPANY (THE) 7,998 913 0.22%
31 ORACLE CORP 22,120 891 0.22%
32 CHEVRON CORP 9,133 881 0.21%
33 WISDOMTREE TR 17,142 875 0.21%
34 MONDELEZ INTERNATIONAL INC 21,092 868 0.21%
35 BERKSHIRE HATHAWAY INC DEL CL B NEW 6,220 847 0.21%
36 STARBUCKS CORP 15,772 846 0.21%
37 MEDTRONIC PLC 11,188 829 0.20%
38 METLIFE INC 14,484 811 0.20%
39 PFIZER INC 23,891 801 0.19%
40 THERMO FISHER SCIENTIFIC INCCOM 5,798 752 0.18%
41 PEPSICO INC 8,040 750 0.18%
42 ATANDT INC 20,997 746 0.18%
43 INTEL CORP 24,023 731 0.18%
44 UNITED TECHNOLOGIES CORP 6,556 727 0.18%
45 AMERICAN TOWER CORP (REIT) 7,574 707 0.17%
46 CELGENE CORP 6,038 699 0.17%
47 MASTERCARD INC CL A 7,434 695 0.17%
48 ALLERGAN PLC 2,190 665 0.16%
49 SENSATA TECHNOLOGIES HLDG NV 12,442 656 0.16%
50 AMAZON.COM INC 1,506 654 0.16%
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