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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | ENHNCD LW DUR AC | 51 | $894,265 | 9,540 | 0.00 | 0.00 | -134,842 | -93.39 | 09-30-2023 |
| ISHARES INC | ESG AWR MSCI EM | 52 | $882,171 | 29,134 | 0.00 | 0.00 | -54 | -0.19 | 09-30-2023 |
| VANGUARD WORLD FD | ESG US STK ETF | 53 | $827,802 | 11,005 | 0.00 | 0.00 | -387 | -3.40 | 09-30-2023 |
| ISHARES TR | MSCI GBL SUS DEV | 54 | $823,525 | 11,051 | 0.00 | 0.00 | -230 | -2.04 | 09-30-2023 |
