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| Name: |
HALBERT, HARGROVE/RUSSELL LLC |
| City: |
LONG BEACH |
| State: |
CA |
| Zip: |
90802 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DBX |
Dropbox Inc |
43 |
New |
$23.59 |
$972,000 |
40,000 |
0.06% |
972,000 |
40,000 |
0.013 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
57 |
New |
$180.10 |
$429,000 |
2,532 |
0.03% |
429,000 |
2,532 |
0 |
Communication Equipment |
|
|
SNOW |
Snowflake Inc. |
63 |
New |
$157.77 |
$364,000 |
2,250 |
0.02% |
364,000 |
2,250 |
0.001 |
N/A |
|
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QGRW |
Wisdomtree Us Quality Growt... |
65 |
New |
$0.00 |
$325,000 |
7,909 |
0.02% |
325,000 |
7,909 |
0.088 |
N/A |
|
|
FB |
Meta Platforms Inc |
71 |
New |
$441.68 |
$286,000 |
590 |
0.02% |
286,000 |
590 |
0 |
Internet Service Prov... |
|
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CRBN |
Ishares Msci Acwi Low Carbo... |
76 |
New |
$0.00 |
$237,000 |
1,318 |
0.02% |
237,000 |
1,318 |
0.003 |
N/A |
|
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VSGX |
Vanguard Esg International ... |
77 |
New |
$0.00 |
$219,000 |
3,819 |
0.01% |
219,000 |
3,819 |
0.014 |
N/A |
|
|
XLI |
SPDR Industrial Sector |
83 |
New |
$121.92 |
$202,000 |
1,604 |
0.01% |
202,000 |
1,604 |
0 |
Closed - End Fund - E... |
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