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Home > Institutional Investor > Halbert, Hargrovessell Llc > Profile

Instuitional Investor - Halbert, Hargrovessell Llc

Fund Profile
Filing Period:
Fund Name: Halbert, Hargrovessell Llc
Portfolio Value $1,456,005,355
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 5,993,426 $235,541,640 16.17%
2.
Ishares Trust
 IEF 482,582 $230,495,598 15.83%
3.
Ishares Trust
 IEF 458,062 $120,131,332 8.25%
4.
Ishares Tr
 1,654,247 $116,376,281 7.99%
5.
Ishares Trust
 IEF 1,464,122 $110,321,557 7.57%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)