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 |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 101 | $373,802 | 1,625 | 0.00 | 0.00 | -32 | -1.93 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 102 | $367,190 | 7,257 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 103 | $364,452 | 1,338 | 0.00 | 0.00 | -8 | -0.59 | 09-30-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 104 | $342,862 | 1,289 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
