29. Halbert Hargrove

Rank: 29
Location: Long Beach, CA
Total Assets: $3,030,982,912
ETF Assets: $1,314,400,896
Website: www.halberthargrove.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 56
Total Value of All ETF Holdings: $1,314,400,896
Number of Issuers: 7
Number of Sectors: 19
  • Top 5 ETF Holdings
    1. IVV: $194,983,363
    2. NTSX: $192,684,234
    3. LDUR: $108,465,622
    4. BIL: $108,345,144
    5. IEFA: $105,096,160
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Total Bond Market
    3. Government Bonds
    4. Foreign Large Cap Equities
    5. Emerging Markets Equities
  • Top 5 ETF Issuers
    1. iShares
    2. PIMCO
    3. State Street SPDR
    4. Vanguard
    5. WisdomTree

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.halberthargrove.com 2023 Top 100 ETF Power Users