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H&H Retirement Design & Management

Latest statistics and disclosures from One Wealth Map's latest quarterly 13F-HR filing:

Top 5 stock holdings are CWB, EDV, TIP, BLV, VCLT, and represent 38.58% of One Wealth Map's stock portfolio.
Added to shares of these 10 stocks: EDV, MAS, UWM, FICO, CHKP, WFC, XLP, CRM, XLE, DES.
Started 4 new stock positions in FICO, UWM, MAS, WFC.
Reduced shares in these 10 stocks: CWB, TIP, XLK, FI, IGIB, , VTIP, TSM, , XLI.
Sold out of its positions in FI, UNH, VGLT.
One Wealth Map was a net seller of stock by $-3.1M.
One Wealth Map has $188M in assets under management (AUM), dropping by 3.36%.
Central Index Key (CIK): 0001802635

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Positions held by H&H Retirement Design & Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for One Wealth Map

One Wealth Map holds 82 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Bbg Conv Sec Etf (CWB)	19.7	$37M	-2%	400k	92.60	View chart
Vanguard World Extended Dur (EDV)	6.9	$13M	+3%	188k	68.49	View chart
Ishares Tr Tips Bd Etf (TIP)	4.1	$7.6M	-4%	69k	110.92	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	4.0	$7.6M		107k	70.63	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	4.0	$7.5M		98k	76.85	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	3.3	$6.3M		72k	87.05	View chart
Select Sector Spdr Tr Indl (XLI)	3.1	$5.9M	-3%	38k	154.20	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	3.1	$5.9M	+2%	77k	76.43	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	3.0	$5.7M		174k	33.06	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.0	$5.7M		39k	147.28	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	3.0	$5.6M	-4%	104k	53.87	View chart
Select Sector Spdr Tr Technology (XLK)	2.8	$5.2M	-6%	18k	295.53	View chart
Select Sector Spdr Tr Energy (XLE)	2.6	$4.9M		54k	90.35	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	2.5	$4.7M		54k	86.63	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	2.4	$4.6M	-2%	51k	89.66	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	2.1	$3.9M	-2%	85k	45.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.9	$3.6M	-4%	9.7k	373.16	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.9	$3.5M	-3%	15k	238.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.1	$2.1M	-3%	40k	52.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.9M	-8%	6.5k	290.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$1.7M		17k	102.86	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.9	$1.7M		80k	21.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$1.7M	-12%	34k	50.05	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.9	$1.6M		12k	137.27	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$1.6M		30k	52.97	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.8	$1.5M	-3%	12k	129.75	View chart
Amazon (AMZN)	0.8	$1.5M		6.2k	248.40	View chart
Microsoft Corporation (MSFT)	0.8	$1.5M		3.0k	506.02	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$1.5M	-6%	19k	78.78	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.7	$1.3M	-8%	26k	49.30	View chart
Ishares Tr Residential Mult (REZ)	0.6	$1.2M		14k	83.83	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$1.2M	-16%	4.0k	295.27	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.6	$1.2M	-7%	30k	38.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.2M		13k	90.18	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.6	$1.2M		38k	30.61	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.6	$1.1M		110k	10.41	View chart
Iqvia Holdings (IQV)	0.6	$1.1M		5.3k	213.05	View chart
Charles Schwab Corporation (SCHW)	0.6	$1.1M		12k	95.58	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.6	$1.1M	-2%	27k	41.24	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.6	$1.1M	-2%	11k	98.84	View chart
Meta Platforms Cl A (META)	0.6	$1.1M	+4%	1.7k	631.93	View chart
Booking Holdings (BKNG)	0.5	$994k	+2%	200.00	4969.29	View chart
Mastercard Incorporated Cl A (MA)	0.4	$729k		1.3k	553.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$722k		1.1k	684.69	View chart
Applied Materials (AMAT)	0.4	$720k		3.1k	235.05	View chart
Walt Disney Company (DIS)	0.4	$715k	+2%	6.4k	112.25	View chart
Rigetti Computing Common Stock (RGTI)	0.4	$711k	-9%	22k	33.08	View chart
Visa Com Cl A (V)	0.4	$711k	+2%	2.1k	334.83	View chart
Apple (AAPL)	0.4	$703k	-18%	2.6k	269.47	View chart
Check Point Software Tech Lt Ord (CHKP)	0.3	$624k	+55%	3.1k	202.11	View chart
Anthem (ELV)	0.3	$584k	+2%	1.9k	303.82	View chart
salesforce (CRM)	0.3	$574k	+27%	2.4k	241.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$553k	-2%	1.7k	334.94	View chart
Starbucks Corporation (SBUX)	0.3	$517k		6.1k	84.61	View chart
Autodesk (ADSK)	0.3	$495k	+3%	1.7k	298.72	View chart
Qualcomm (QCOM)	0.3	$487k		2.8k	171.57	View chart
AmerisourceBergen (COR)	0.3	$474k	-3%	1.3k	364.77	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$461k		5.6k	82.36	View chart
Airbnb Com Cl A (ABNB)	0.2	$445k		3.7k	120.20	View chart
Adobe Systems Incorporated (ADBE)	0.2	$423k		1.3k	328.85	View chart
Diageo Spon Adr New (DEO)	0.2	$407k	-10%	4.3k	95.04	View chart
Costco Wholesale Corporation (COST)	0.2	$394k		431.00	914.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$387k	+9%	621.00	623.27	View chart
Coinbase Global Com Cl A (COIN)	0.2	$382k		1.2k	317.93	View chart
Masco Corporation (MAS)	0.2	$379k	NEW	6.2k	61.47	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$377k		2.3k	165.95	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.2	$375k	NEW	8.0k	46.62	View chart
Wp Carey (WPC)	0.2	$367k		5.5k	66.86	View chart
Air Products & Chemicals (APD)	0.2	$351k	+2%	1.4k	258.42	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$327k		1.1k	295.75	View chart
Apollo Commercial Real Est. Finance (ARI)	0.2	$324k		33k	9.75	View chart
Diversified Healthcare Tr Com Sh Ben Int (DHC)	0.2	$306k		68k	4.50	View chart
Annaly Capital Management In Com New (NLY)	0.2	$297k		14k	21.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$259k		522.00	496.98	View chart
Chevron Corporation (CVX)	0.1	$245k		1.6k	155.61	View chart
Ecolab (ECL)	0.1	$234k	-6%	907.00	258.49	View chart
Fair Isaac Corporation Call Option (FICO)	0.1	$233k	NEW	1.0k	233.23	View chart
CarMax (KMX)	0.1	$218k	-4%	6.5k	33.25	View chart
Wells Fargo & Company (WFC)	0.1	$207k	NEW	2.4k	86.10	View chart
Arbor Realty Trust (ABR)	0.1	$204k		22k	9.25	View chart
Ready Cap Corp Com reit (RC)	0.0	$47k		18k	2.70	View chart
Office Pptys Income Tr Com Shs Ben Int (OPI)	0.0	$373.360000		19k	0.02	View chart

Past Filings by One Wealth Map

SEC 13F filings are viewable for One Wealth Map going back to 2020

One Wealth Map 2025 Q3 filed Nov. 12, 2025
H&H Retirement Design & Management 2025 Q2 filed July 23, 2025
H&H Retirement Design & Management 2025 Q1 filed April 22, 2025
H&H Retirement Design & Management 2024 Q4 filed Feb. 24, 2025
H&H Retirement Design & Management 2024 Q3 filed Oct. 16, 2024
H&H Retirement Design & Management 2024 Q2 filed July 23, 2024
H&H Retirement Design & Management 2024 Q1 filed April 24, 2024
H&H Retirement Design & Management 2023 Q4 filed Feb. 9, 2024
H&H Retirement Design & Management 2023 Q3 filed Oct. 17, 2023
H&H Retirement Design & Management 2023 Q2 filed July 17, 2023
H&H Retirement Design & Management 2023 Q1 filed April 17, 2023
H&H Retirement Design & Management 2022 Q4 filed Jan. 17, 2023
H&H Retirement Design & Management 2022 Q3 filed Oct. 17, 2022
H&H Retirement Design & Management 2022 Q2 filed Aug. 3, 2022
H&H Retirement Design & Management 2022 Q1 filed April 11, 2022
H&H Retirement Design & Management 2021 Q4 filed Feb. 28, 2022

View all past filings

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