Halbert, Hargrove Buys iShares Russell 1000, iShares MSCI EAFE, iShares Core U.S. Aggregate Bond, Sells WisdomTree Emerging Market SmallCap Fund, Dow Inc

• New Purchases: IWB, EFA, AGG, MUB, PG, MSFT, IWV, SHW, UPS, EEM, IVV, DIS, WFC, JNJ, IFGL, PEP, CVX, TMO, HD, HON, INTC, PFE, MS, KO, C, SBUX, INTU, MCD, UTX, IBM, MDLZ, GE, PYPL, UNP, LIN, BKNG, TXN,
• Added Positions: MMM, CMCSA, T, UNH, FB, ABBV,
• Reduced Positions: DGS, MINT, AAPL, IR, XOM, NVDA, JPM, MA, DWM, ABT, AMT,
• Sold Out: DOW,

For the details of Halbert, Hargrove's stock buys and sells, go to https://www.gurufocus.com/guru/halbert%2C+hargrove/current-portfolio/portfolioportfolio

1. iShares Russell 1000 (IWB) - 617,868 shares, 27.39% of the total portfolio. New Position
2. iShares MSCI EAFE (EFA) - 1,414,542 shares, 25.31% of the total portfolio. New Position
3. iShares Core U.S. Aggregate Bond (AGG) - 673,945 shares, 20.43% of the total portfolio. New Position
4. iShares National Muni Bond (MUB) - 459,744 shares, 14.16% of the total portfolio. New Position
5. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 50,212 shares, 1.39% of the total portfolio. Shares reduced by 1.81%

Halbert, Hargrove initiated holding in iShares Russell 1000. The purchase prices were between $151.9 and $163.68, with an estimated average price of $159.38. The stock is now traded at around $166.81. The impact to a portfolio due to this purchase was 27.39%. The holding were 617,868 shares as of .

Halbert, Hargrove initiated holding in iShares MSCI EAFE. The purchase prices were between $62.06 and $65.73, with an estimated average price of $64.28. The stock is now traded at around $65.37. The impact to a portfolio due to this purchase was 25.31%. The holding were 1,414,542 shares as of .

Halbert, Hargrove initiated holding in iShares Core U.S. Aggregate Bond. The purchase prices were between $107.29 and $111.16, with an estimated average price of $108.84. The stock is now traded at around $111.19. The impact to a portfolio due to this purchase was 20.43%. The holding were 673,945 shares as of .

Halbert, Hargrove initiated holding in iShares National Muni Bond. The purchase prices were between $110.67 and $113.09, with an estimated average price of $111.96. The stock is now traded at around $113.55. The impact to a portfolio due to this purchase was 14.16%. The holding were 459,744 shares as of .

Halbert, Hargrove initiated holding in Procter & Gamble Co. The purchase prices were between $102.91 and $112.33, with an estimated average price of $106.58. The stock is now traded at around $112.77. The impact to a portfolio due to this purchase was 0.83%. The holding were 27,921 shares as of .

Halbert, Hargrove initiated holding in Microsoft Corp. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $140.19. The impact to a portfolio due to this purchase was 0.6%. The holding were 16,464 shares as of .

Halbert, Hargrove added to a holding in 3M Co by 170.41%. The purchase prices were between $159.75 and $219.5, with an estimated average price of $184.37. The stock is now traded at around $178.13. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,286 shares as of .

Halbert, Hargrove sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.