Halbert Hargrove Global Advisors, Llc Buys WisdomTree U.S. Efficient Core Fund, Amplify BlackSwan Growth & Treasury Core ETF, JPMorgan International Bond Opportunities ETF, Sells iShares Core U.S. Aggregate Bond ETF, Vanguard Real Estate Index Fund ETF, C

• New Purchases: NTSX, SWAN, JPIB, ZION, ALGN, TGT, FTNT, MRNA, VSGX, CB, DXCM, BX, LYG,
• Added Positions: IEMG, IEF, BRK.B, BOND, IFGL, ESGU, ESGE, LRGF, UPS, SBUX, DIS, SMFG, AVGO, FB, NOW, ZTS, SDG, SUSB, SUSC, XLF, XLY, ITW, AMD, AXP, AMT, AMAT, BAC, C, CMCSA, ETN, HD, TXN, INTU, ISRG, JPM, LOW, NFLX, PFE, QCOM, CRM, ADBE,
• Reduced Positions: AGG, IVV, IEFA, IWB, EFA, SCZ, IWM, AAPL, IWC, IWV, CVX, USRT, TSLA, INTF, DGS, NTRA, MSFT, MA, IDEV, ESGD, MINT, GOOG, AMGN, ACN, GOOGL, JNJ, BLK, BA, BMY, CVS, CSCO, COST, DHR, XOM, IBM, INTC, BKNG, MDLZ, MCD, MRK, NKE, ORCL, PEP, ANTM, WMT, RTX, UNP, TMO, PG,
• Sold Out: VNQ, CAT, MU, NSC, LIN, TJX, IWD, VEA,

For the details of HALBERT HARGROVE GLOBAL ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/halbert+hargrove+global+advisors%2C+llc/current-portfolio/portfolio

1. WisdomTree U.S. Efficient Core Fund (NTSX) - 6,516,483 shares, 18.45% of the total portfolio. New Position
2. iShares Core S&P 500 ETF (IVV) - 492,438 shares, 14.75% of the total portfolio. Shares reduced by 4.84%
3. BTC iShares Core MSCI EAFE ETF (IEFA) - 1,695,702 shares, 8.75% of the total portfolio. Shares reduced by 7.33%
4. iShares Russell 1000 ETF (IWB) - 508,828 shares, 8.55% of the total portfolio. Shares reduced by 5.2%
5. iShares MSCI EAFE ETF (EFA) - 1,301,120 shares, 7.05% of the total portfolio. Shares reduced by 5.44%

Halbert Hargrove Global Advisors, Llc initiated holding in WisdomTree U.S. Efficient Core Fund. The purchase prices were between $40.55 and $43.18, with an estimated average price of $41.96. The stock is now traded at around $43.260000. The impact to a portfolio due to this purchase was 18.45%. The holding were 6,516,483 shares as of 2021-09-30.

Halbert Hargrove Global Advisors, Llc initiated holding in Amplify BlackSwan Growth & Treasury Core ETF. The purchase prices were between $34.23 and $35.95, with an estimated average price of $35.24. The stock is now traded at around $35.720000. The impact to a portfolio due to this purchase was 6.15%. The holding were 2,584,598 shares as of 2021-09-30.

Halbert Hargrove Global Advisors, Llc initiated holding in JPMorgan International Bond Opportunities ETF. The purchase prices were between $51.06 and $51.52, with an estimated average price of $51.3. The stock is now traded at around $50.855000. The impact to a portfolio due to this purchase was 0.13%. The holding were 36,751 shares as of 2021-09-30.

Halbert Hargrove Global Advisors, Llc initiated holding in Zions Bancorp NA. The purchase prices were between $47.7 and $63.74, with an estimated average price of $54.95. The stock is now traded at around $62.990000. The impact to a portfolio due to this purchase was 0.08%. The holding were 19,684 shares as of 2021-09-30.

Halbert Hargrove Global Advisors, Llc initiated holding in Moderna Inc. The purchase prices were between $221.9 and $484.47, with an estimated average price of $367.49. The stock is now traded at around $345.210000. The impact to a portfolio due to this purchase was 0.02%. The holding were 863 shares as of 2021-09-30.

Halbert Hargrove Global Advisors, Llc initiated holding in Target Corp. The purchase prices were between $228.77 and $264.07, with an estimated average price of $250.36. The stock is now traded at around $259.620000. The impact to a portfolio due to this purchase was 0.02%. The holding were 976 shares as of 2021-09-30.

Halbert Hargrove Global Advisors, Llc added to a holding in Berkshire Hathaway Inc by 161.35%. The purchase prices were between $272.66 and $291.28, with an estimated average price of $280.85. The stock is now traded at around $287.010000. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,634 shares as of 2021-09-30.

Halbert Hargrove Global Advisors, Llc added to a holding in iShares MSCI EM ESG Select ETF by 27.34%. The purchase prices were between $40.74 and $44.79, with an estimated average price of $42.74. The stock is now traded at around $41.870000. The impact to a portfolio due to this purchase was 0.02%. The holding were 30,630 shares as of 2021-09-30.

Halbert Hargrove Global Advisors, Llc sold out a holding in Vanguard Real Estate Index Fund ETF. The sale prices were between $101.6 and $110.24, with an estimated average price of $105.46.

Halbert Hargrove Global Advisors, Llc sold out a holding in Norfolk Southern Corp. The sale prices were between $239.24 and $273.35, with an estimated average price of $256.57.

Halbert Hargrove Global Advisors, Llc sold out a holding in TJX Companies Inc. The sale prices were between $65.03 and $75.81, with an estimated average price of $69.81.

Halbert Hargrove Global Advisors, Llc sold out a holding in Caterpillar Inc. The sale prices were between $189.84 and $221.66, with an estimated average price of $208.43.

Halbert Hargrove Global Advisors, Llc sold out a holding in iShares Russell 1000 Value ETF. The sale prices were between $153.84 and $163.24, with an estimated average price of $159.58.

Halbert Hargrove Global Advisors, Llc sold out a holding in Micron Technology Inc. The sale prices were between $70.23 and $82, with an estimated average price of $75.15.