Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS LLC | 10-11-2023 | 09-30-2023 | 120 | 1,340,886,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $216,489,032 | 504,131 | 0.02 | 0.02 | -5,944 | -1.17 | 09-30-2023 |
| WISDOMTREE TR | US EFFICIENT COR | 2 | $211,025,160 | 6,036,189 | 0.02 | 0.02 | 14,722 | 0.24 | 09-30-2023 |
| ISHARES TR | RUS 1000 ETF | 3 | $115,099,915 | 489,975 | 0.01 | 0.01 | 1,876 | 0.38 | 09-30-2023 |
| ISHARES TR | CORE MSCI EAFE | 4 | $111,798,855 | 1,737,356 | 0.01 | 0.01 | 20,473 | 1.19 | 09-30-2023 |
