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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, VCLT, BLV, TIP, and represent 35.85% of One Wealth Map's stock portfolio.
Added to shares of these 10 stocks: XLE, XLB, VGLT, XLK, XLU, XLY, XLP, VCLT, DES, XLV.
Started 5 new stock positions in DXCM, SCHF, REM, VEA, VGLT.
Reduced shares in these 10 stocks: EDV, , , CWB, COIN, MAS, WPC, VEEV, SBUX, FICO.
Sold out of its positions in KMX, COIN, DEO, FICO, MAS, OPITQ, CRM, VEEV, WPC, WFC.
One Wealth Map was a net buyer of stock by $16M.
One Wealth Map has $197M in assets under management (AUM), dropping by 4.37%.
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 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (CWB)	18.9	$37M		396k	93.82	View chart
Vanguard World Extended Dur (EDV)	5.1	$10M	-17%	155k	64.55	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	4.0	$7.9M	+7%	105k	75.80	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	3.9	$7.7M	+3%	112k	69.21	View chart
Ishares Tr Tips Bd Etf (TIP)	3.9	$7.7M		70k	110.19	View chart
Select Sector Spdr Tr State Street Con (XLP)	3.6	$7.1M	+9%	84k	84.50	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	3.5	$6.9M	+4%	76k	91.52	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	3.5	$6.8M	+8%	188k	36.25	View chart
Select Sector Spdr Tr State Street Ind (XLI)	3.4	$6.6M	+3%	40k	167.53	View chart
Select Sector Spdr Tr State Street Hea (XLV)	3.3	$6.5M	+7%	42k	155.69	View chart
Select Sector Spdr Tr State Street Ene (XLE)	3.0	$5.9M	+116%	117k	50.05	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	3.0	$5.8M	+3%	108k	53.74	View chart
Select Sector Spdr Tr State Street Mat (XLB)	2.9	$5.7M	+113%	115k	49.65	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.7	$5.3M	+107%	36k	145.26	View chart
Select Sector Spdr Tr State Street Uti (XLU)	2.3	$4.6M	+109%	108k	42.62	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	2.2	$4.3M	+2%	87k	49.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.9	$3.8M	+2%	9.9k	380.56	View chart
Select Sector Spdr Tr State Street Con (XLY)	1.9	$3.7M	+108%	30k	121.97	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.5	$2.9M	NEW	53k	55.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$2.2M		6.5k	343.67	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.1	$2.1M		40k	52.86	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	1.0	$2.0M	+10%	88k	22.73	View chart
Spdr Series Trust State Street Spd (SDY)	1.0	$1.9M	+11%	13k	149.21	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$1.8M	+2%	17k	102.77	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$1.7M	+2%	34k	49.64	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.9	$1.7M	+4%	12k	136.95	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.9	$1.7M	+5%	31k	54.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$1.5M		20k	78.62	View chart
Amazon (AMZN)	0.8	$1.5M		6.2k	242.96	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.7	$1.4M	+6%	28k	51.99	View chart
Microsoft Corporation (MSFT)	0.7	$1.4M	+8%	3.2k	423.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$1.3M	+16%	15k	89.86	View chart
Ishares Tr Residential Mult (REZ)	0.7	$1.3M	+8%	15k	83.13	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.6	$1.3M	+9%	41k	30.49	View chart
Charles Schwab Corporation (SCHW)	0.6	$1.2M		12k	105.17	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.6	$1.2M	+8%	33k	37.90	View chart
Iqvia Holdings (IQV)	0.6	$1.2M		5.3k	231.23	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$1.2M	+9%	30k	40.96	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$1.2M	-12%	3.5k	341.36	View chart
Meta Platforms Cl A (META)	0.6	$1.2M		1.7k	706.37	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.5	$1.1M	-10%	98k	10.73	View chart
Booking Holdings (BKNG)	0.5	$1.0M		201.00	5111.11	View chart
Applied Materials (AMAT)	0.5	$1.0M		3.1k	328.44	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.5	$966k	-13%	9.4k	102.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$757k	+33%	2.2k	342.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$739k		1.1k	698.41	View chart
Mastercard Incorporated Cl A (MA)	0.4	$732k		1.3k	555.50	View chart
Visa Com Cl A (V)	0.4	$709k		2.1k	333.89	View chart
Walt Disney Company (DIS)	0.3	$671k		6.4k	104.45	View chart
Anthem (ELV)	0.3	$657k		1.9k	341.91	View chart
Apple (AAPL)	0.3	$641k	-9%	2.4k	270.05	View chart
Costco Wholesale Corporation (COST)	0.3	$625k	+49%	646.00	967.79	View chart
Check Point Software Tech Lt Ord (CHKP)	0.3	$557k		3.1k	180.21	View chart
Airbnb Com Cl A (ABNB)	0.2	$486k		3.7k	131.31	View chart
AmerisourceBergen (COR)	0.2	$473k		1.3k	363.60	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$472k		5.6k	84.33	View chart
Qualcomm (QCOM)	0.2	$435k		2.8k	152.62	View chart
Autodesk (ADSK)	0.2	$424k		1.7k	255.57	View chart
Diversified Healthcare Tr Com Sh Ben Int (DHC)	0.2	$397k		68k	5.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$389k		621.00	626.18	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$384k		2.3k	168.96	View chart
Adobe Systems Incorporated (ADBE)	0.2	$377k		1.3k	293.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$364k	NEW	14k	25.61	View chart
Apollo Commercial Real Est. Finance (ARI)	0.2	$343k	-4%	32k	10.78	View chart
Dex (DXCM)	0.2	$337k	NEW	4.6k	72.53	View chart
Air Products & Chemicals (APD)	0.2	$323k	-12%	1.2k	270.98	View chart
Starbucks Corporation (SBUX)	0.2	$312k	-44%	3.4k	91.70	View chart
Annaly Capital Management In Com New (NLY)	0.1	$291k	-5%	13k	22.54	View chart
Chevron Corporation (CVX)	0.1	$274k		1.6k	173.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$271k	+6%	556.00	487.29	View chart
Ecolab (ECL)	0.1	$258k		910.00	283.51	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$257k	-32%	15k	17.71	View chart
Ishares Tr Mortge Rel Etf (REM)	0.1	$243k	NEW	11k	22.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$239k	NEW	3.6k	66.46	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.1	$213k	-50%	4.0k	52.93	View chart
Arbor Realty Trust (ABR)	0.1	$151k	-8%	20k	7.47	View chart
Ready Cap Corp Com reit (RC)	0.0	$34k	-7%	16k	2.08	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 Q4 filed Feb. 4, 2026
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

View all past filings

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