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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 WISDOMTREE TR 906,209 34,237 12.31%
2 WISDOMTREE TR 5,046 282 0.10%
3 WISDOMTREE TR 47,819 2,190 0.79%
4 WISDOMTREE TR 6,380 438 0.16%
5 WISDOMTREE TR 6,742 581 0.21%
6 WISDOMTREE GLOBAL 13,701 559 0.20%
7 WELLS FARGO & CO NEW 11,499 556 0.20%
8 VISA INC 5,264 403 0.14%
9 VERIZON COMMUNICATIONS INC 7,175 388 0.14%
10 VANGUARD INTL EQUITY INDEX F 60,364 2,087 0.75%
11 VANGUARD INDEX FDS 29,770 2,495 0.90%
12 VANGUARD INDEX FDS 17,819 1,987 0.71%
13 VANGUARD INDEX FDS 16,244 1,969 0.71%
14 UNITEDHEALTH GROUP INC 2,364 305 0.11%
15 UNITED TECHNOLOGIES CORP 2,504 251 0.09%
16 TJX COS INC NEW 3,269 256 0.09%
17 THERMO FISHER SCIENTIFIC INC 2,409 341 0.12%
18 TARGET CORP 2,588 213 0.08%
19 STARBUCKS CORP 4,542 271 0.10%
20 SOUTHWESTERN ENERGY CO 10,672 86 0.03%
21 RAYTHEON CO 1,874 230 0.08%
22 PROCTER AND GAMBLE CO 5,193 427 0.15%
23 PRICELINE GRP INC 155 200 0.07%
24 PHILIP MORRIS INTL INC 3,051 299 0.11%
25 PFIZER INC 9,304 276 0.10%
26 PEPSICO INC 3,195 327 0.12%
27 ORACLE CORP 6,922 283 0.10%
28 MONDELEZ INTL INC 7,324 294 0.11%
29 MICROSOFT CORP 13,077 722 0.26%
30 MERCK & CO INC 6,318 334 0.12%
31 MEDTRONIC PLC 3,364 252 0.09%
32 MASTERCARD INCORPORATED 2,863 271 0.10%
33 JPMORGAN CHASE & CO 10,163 602 0.22%
34 JOHNSON & JOHNSON 4,368 473 0.17%
35 ISHARES TR 13,595 1,504 0.54%
36 ISHARES TR 4,621 955 0.34%
37 ISHARES TR 986,238 109,300 39.29%
38 ISHARES TR 27,168 931 0.33%
39 ISHARES TR 103,018 5,889 2.12%
40 ISHARES TR 16,965 951 0.34%
41 ISHARES TR 13,922 407 0.15%
42 ISHARES TR 17,656 865 0.31%
43 ISHARES RUSSELL 3000 ETF 14,213 1,718 0.62%
44 ISHARES RUSSELL 1000 ETF 767,552 87,555 31.47%
45 ISHARES MSCI EAFE SMALL CAP IDX FD 17,204 857 0.31%
46 ISHARES INC 26,101 855 0.31%
47 INTERNATIONAL BUSINESS MACHS 1,796 272 0.10%
48 INTEL CORP 7,984 258 0.09%
49 HONEYWELL INTL INC 5,624 630 0.23%
50 HOME DEPOT INC 1,951 260 0.09%
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