Halpern Financial, Inc.: summary
Halpern Financial, Inc. reported 230 positions with a reported value of $388.73M in its 13F for Q3 2024. Compared with Q2 2024: 32 new positions, 26 exited.
Top positions
- iShares Trust S&P 500 VAL ETF
- ISHARES CORE S&P 500 ETF
- ISHARES MSCI USA MIN VOL FACTOR ETF
- STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
- ISHARES S&P 500 GROWTH ETF
- SCHWAB US DIVIDEND EQUITY ETF
- VANGUARD FTSE EMERGING MARKETS ETF
- J P MORGAN EXCHANGE TRADED F
- VANGUARD MORNINGSTAR SMALL-CAP ETF
- ISHARES CORE S&P SMALL CAP ETF