StockDriftsStockDriftsTop 50 Halbert Hargrove Global Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.95% | 502.3K | $328.1M | +0.35%(+1.75K) | $337.83(+115.19%) | 2026-03-31 | |
| NTSX | WISDOMTREE TR | 13.73% | 5.42M | $282.5M | -0.44%(-24.05K) | $29.87(+92.12%) | 2026-03-31 | |
| LRGF | ISHARES TR | 11.63% | 3.63M | $239.3M | +1.88%(+67.01K) | $53.84(+35.20%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.18% | 1.86M | $168.4M | +0.39%(+7.28K) | $61.95(+54.04%) | 2026-03-31 | |
| IEMG | ISHARES INC | 7.67% | 2.26M | $157.8M | -0.39%(-8.84K) | $51.71(+55.00%) | 2026-03-31 | |
| NTSI | WISDOMTREE TR | 6.68% | 3.12M | $137.3M | +0.03%(+1.00K) | $35.37(+29.80%) | 2026-03-31 | |
| INTF | ISHARES TR | 6.32% | 3.34M | $130.1M | +0.26%(+8.80K) | $29.13(+40.31%) | 2026-03-31 | |
| EEM | ISHARES TR | 3% | 1.09M | $61.8M | -2.13%(-23.63K) | $40.04(+63.32%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.56% | 1.16M | $52.8M | -27.22%(-432.32K) | $38.66(+27.23%) | 2026-03-31 | |
| SCZ | ISHARES TR | 1.43% | 375.1K | $29.4M | -2.04%(-7.82K) | $55.72(+50.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.28% | +41.55% |
| Top 20 Holdings Unweighted | +11.45% | +38.42% |
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