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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 (2016Q1)
Original 13F HR (0001221073-16-000161) filed in 2016.05.12
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 986,238 109,300 39.29%
2 ISHARES RUSSELL 1000 ETF 767,552 87,555 31.47%
3 WISDOMTREE TR 906,209 34,237 12.31%
4 ISHARES TR 103,018 5,889 2.12%
5 VANGUARD INDEX FDS 29,770 2,495 0.90%
6 WISDOMTREE TR 47,819 2,190 0.79%
7 VANGUARD INTL EQUITY INDEX F 60,364 2,087 0.75%
8 VANGUARD INDEX FDS 17,819 1,987 0.71%
9 VANGUARD INDEX FDS 16,244 1,969 0.71%
10 ISHARES RUSSELL 3000 ETF 14,213 1,718 0.62%
11 ISHARES TR 13,595 1,504 0.54%
12 APPLE INC 8,854 965 0.35%
13 ISHARES TR 4,621 955 0.34%
14 ISHARES TR 16,965 951 0.34%
15 ISHARES TR 27,168 931 0.33%
16 ISHARES TR 17,656 865 0.31%
17 ISHARES MSCI EAFE SMALL CAP IDX FD 17,204 857 0.31%
18 ISHARES INC 26,101 855 0.31%
19 MICROSOFT CORP 13,077 722 0.26%
20 GENERAL ELECTRIC CO 21,155 673 0.24%
21 EXXON MOBIL CORP 8,045 673 0.24%
22 HONEYWELL INTL INC 5,624 630 0.23%
23 JPMORGAN CHASE & CO 10,163 602 0.22%
24 WISDOMTREE TR 6,742 581 0.21%
25 WISDOMTREE GLOBAL 13,701 559 0.20%
26 WELLS FARGO & CO NEW 11,499 556 0.20%
27 JOHNSON & JOHNSON 4,368 473 0.17%
28 CVS HEALTH CORP 4,347 451 0.16%
29 WISDOMTREE TR 6,380 438 0.16%
30 AT&T INC 11,159 437 0.16%
31 CHEVRON CORP NEW 4,522 431 0.15%
32 PROCTER AND GAMBLE CO 5,193 427 0.15%
33 BANK AMER CORP 30,850 417 0.15%
34 ISHARES TR 13,922 407 0.15%
35 VISA INC 5,264 403 0.14%
36 ALPHABET INC 534 398 0.14%
37 ALPHABET INC 522 398 0.14%
38 VERIZON COMMUNICATIONS INC 7,175 388 0.14%
39 DISNEY WALT CO 3,899 387 0.14%
40 AMAZON COM INC 645 383 0.14%
41 FACEBOOK INC 3,259 372 0.13%
42 BERKSHIRE HATHAWAY INC DEL 2,575 365 0.13%
43 THERMO FISHER SCIENTIFIC INC 2,409 341 0.12%
44 MERCK & CO INC 6,318 334 0.12%
45 PEPSICO INC 3,195 327 0.12%
46 UNITEDHEALTH GROUP INC 2,364 305 0.11%
47 PHILIP MORRIS INTL INC 3,051 299 0.11%
48 MONDELEZ INTL INC 7,324 294 0.11%
49 COMCAST CORP NEW 4,790 293 0.11%
50 ORACLE CORP 6,922 283 0.10%
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