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Home > Institutional Investor > Halbert, Hargrovessell Llc > 13F Holdings

Instuitional Investor - Halbert, Hargrovessell Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 502,323 $328,122,436 15.83%
2.
Wisdomtree Tr
 5,417,096 $282,501,556 13.63%
3.
Ishares Tr
 3,626,489 $239,348,304 11.55%
4.
Ishares Trust
 VLUE 1,860,132 $168,397,716 8.13%
5.
Wisdomtree Tr
 6,953,723 $167,314,225 8.07%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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