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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 $1,799,578,077
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 504,903 $297,226,289 16.51%
2.
Wisdomtree Tr
 6,084,006 $284,062,236 15.78%
3.
Ishares Tr
 3,349,515 $202,143,222 11.23%
4.
Ishares Trust
 IEF 508,479 $163,811,602 9.1%
5.
Ishares Tr - CORE MSCI EAFE
 1,833,592 $128,864,841 7.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)