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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 WISDOMTREE TR 906,209 34,237 12.31%
3 ISHARES RUSSELL 1000 ETF 767,552 87,555 31.47%
4 ISHARES TR 103,018 5,889 2.12%
5 VANGUARD INTL EQUITY INDEX F 60,364 2,087 0.75%
6 WISDOMTREE TR 47,819 2,190 0.79%
7 BANK AMER CORP 30,850 417 0.15%
8 VANGUARD INDEX FDS 29,770 2,495 0.90%
9 ISHARES TR 27,168 931 0.33%
10 ISHARES INC 26,101 855 0.31%
11 GENERAL ELECTRIC CO 21,155 673 0.24%
12 VANGUARD INDEX FDS 17,819 1,987 0.71%
13 ISHARES TR 17,656 865 0.31%
14 ISHARES MSCI EAFE SMALL CAP IDX FD 17,204 857 0.31%
15 ISHARES TR 16,965 951 0.34%
16 VANGUARD INDEX FDS 16,244 1,969 0.71%
17 ISHARES RUSSELL 3000 ETF 14,213 1,718 0.62%
18 ISHARES TR 13,922 407 0.15%
19 WISDOMTREE GLOBAL 13,701 559 0.20%
20 ISHARES TR 13,595 1,504 0.54%
21 MICROSOFT CORP 13,077 722 0.26%
22 WELLS FARGO & CO NEW 11,499 556 0.20%
23 AT&T INC 11,159 437 0.16%
24 SOUTHWESTERN ENERGY CO 10,672 86 0.03%
25 FORD MTR CO DEL 10,337 140 0.05%
26 JPMORGAN CHASE & CO 10,163 602 0.22%
27 PFIZER INC 9,304 276 0.10%
28 APPLE INC 8,854 965 0.35%
29 EXXON MOBIL CORP 8,045 673 0.24%
30 INTEL CORP 7,984 258 0.09%
31 MONDELEZ INTL INC 7,324 294 0.11%
32 VERIZON COMMUNICATIONS INC 7,175 388 0.14%
33 ORACLE CORP 6,922 283 0.10%
34 WISDOMTREE TR 6,742 581 0.21%
35 WISDOMTREE TR 6,380 438 0.16%
36 MERCK & CO INC 6,318 334 0.12%
37 HONEYWELL INTL INC 5,624 630 0.23%
38 VISA INC 5,264 403 0.14%
39 PROCTER AND GAMBLE CO 5,193 427 0.15%
40 WISDOMTREE TR 5,046 282 0.10%
41 COMCAST CORP NEW 4,790 293 0.11%
42 ISHARES TR 4,621 955 0.34%
43 STARBUCKS CORP 4,542 271 0.10%
44 CHEVRON CORP NEW 4,522 431 0.15%
45 DELTA AIRLINES INC DEL 4,384 213 0.08%
46 JOHNSON & JOHNSON 4,368 473 0.17%
47 AMERICAN INTL GROUP INC 4,357 236 0.08%
48 CVS HEALTH CORP 4,347 451 0.16%
49 ALTRIA GROUP INC 4,148 260 0.09%
50 DISNEY WALT CO 3,899 387 0.14%
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