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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 34.67% of One Wealth Map's stock portfolio.
Added to shares of these 10 stocks: EDV, CWB, TIP, VCLT, BLV, IGIB, JPM, XLV, MCO, XLP.
Started 12 new stock positions in SMB, ADP, SPLB, JPM, LOW, NFLX, VEEV, RMD, IGLB, MCO. ICVT, CBOE.
Reduced shares in these 10 stocks: VGLT, FICO, META, SBUX, ECL, , AMAT, QCOM, XLK, CDNS.
Sold out of its positions in CDNS, FICO, IYH, MSCI, QCOM, SBUX, TTWO, VEA, WMT.
One Wealth Map was a net buyer of stock by $7.1M.
One Wealth Map has $220M in assets under management (AUM), dropping by 3.41%.
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 97 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str Conv Etf (CWB)	17.4	$38M	+4%	389k	98.39	View chart
Vanguard World Extended Dur (EDV)	6.1	$13M	+21%	221k	60.21	View chart
Ishares Tr Tips Bd Etf (TIP)	3.9	$8.6M	+10%	80k	107.77	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	3.7	$8.2M	+8%	124k	66.23	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.6	$8.0M	+8%	111k	72.01	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	3.5	$7.7M	+3%	190k	40.74	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	3.5	$7.6M	+6%	88k	87.36	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	3.4	$7.5M	+3%	77k	97.84	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	3.3	$7.2M	+7%	43k	166.24	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	3.1	$6.8M		38k	176.66	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	3.0	$6.6M	+3%	112k	58.65	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.8	$6.2M	+10%	119k	52.27	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	2.7	$6.0M	+3%	115k	51.74	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.6	$5.6M	-5%	34k	166.57	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	2.2	$4.9M	+4%	110k	44.91	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.1	$4.7M		93k	51.01	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	2.1	$4.7M	+4%	86k	54.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.9	$4.1M	+7%	10k	399.27	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	1.6	$3.6M	+7%	32k	111.61	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.1	$2.4M	+11%	46k	52.14	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.9	$2.1M		88k	23.49	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.9	$2.0M		13k	157.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$2.0M	+11%	20k	101.41	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$2.0M	+9%	40k	49.68	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.8	$1.8M	+5%	13k	146.97	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.8	$1.8M	+3%	32k	56.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$1.8M	+9%	23k	77.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.6M	-7%	4.8k	336.69	View chart
Microsoft Corporation Put Option (MSFT)	0.7	$1.6M	-9%	4.1k	390.54	View chart
Ishares Tr Residential Mult (REZ)	0.7	$1.6M	+4%	16k	98.99	View chart
Iqvia Holdings Put Option (IQV)	0.7	$1.6M	+18%	6.3k	247.56	View chart
Meta Platforms Cl A Put Option (META)	0.7	$1.6M	-32%	2.7k	585.61	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$1.5M	+2%	15k	100.66	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.7	$1.5M	-9%	24k	61.33	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.6	$1.4M	+3%	31k	45.96	View chart
Amazon (AMZN)	0.6	$1.4M	-12%	6.2k	226.65	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.6	$1.3M	+10%	135k	9.84	View chart
Visa Com Cl A Put Option (V)	0.6	$1.3M	-5%	3.6k	368.73	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.6	$1.3M	+3%	42k	30.55	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.6	$1.2M	+8%	13k	96.58	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.5	$1.2M	+3%	33k	35.30	View chart
Charles Schwab Corporation (SCHW)	0.5	$1.1M		11k	104.47	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$1.1M	-18%	2.8k	374.67	View chart
Booking Holdings (BKNG)	0.4	$990k	+7%	4.9k	201.28	View chart
Apple (AAPL)	0.4	$896k	+7%	2.7k	338.24	View chart
McKesson Corporation Call Option (MCK)	0.4	$889k		1.0k	888.56	View chart
Applied Materials (AMAT)	0.3	$759k	-41%	1.7k	436.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$755k	-3%	1.0k	733.25	View chart
Mastercard Incorporated Cl A (MA)	0.3	$726k		1.3k	563.25	View chart
Anthem (ELV)	0.3	$685k		1.8k	375.93	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$602k	+124%	2.2k	268.91	View chart
Walt Disney Company (DIS)	0.3	$596k	-5%	6.1k	98.48	View chart
Intercontinental Exchange (ICE)	0.3	$588k	+101%	3.8k	154.28	View chart
S&p Global (SPGI)	0.3	$554k	+31%	1.3k	419.64	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$546k	-66%	10k	53.13	View chart
Airbnb Com Cl A (ABNB)	0.2	$532k	-6%	3.5k	153.01	View chart
JPMorgan Chase & Co. (JPM)	0.2	$523k	NEW	1.5k	344.40	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$496k		5.6k	88.69	View chart
Moody's Corporation Put Option (MCO)	0.2	$483k	NEW	1.0k	483.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$477k		1.3k	360.45	View chart
salesforce (CRM)	0.2	$456k	+5%	2.4k	188.36	View chart
Netflix (NFLX)	0.2	$450k	NEW	6.1k	73.63	View chart
Stryker Corporation (SYK)	0.2	$446k	+26%	1.3k	352.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$438k		16k	26.74	View chart
AmerisourceBergen (COR)	0.2	$428k		1.3k	318.60	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$427k		3.1k	139.67	View chart
Masco Corporation (MAS)	0.2	$420k	-11%	5.8k	72.56	View chart
NVIDIA Corporation (NVDA)	0.2	$415k		2.2k	190.01	View chart
Autodesk (ADSK)	0.2	$406k	+3%	1.7k	245.25	View chart
Aon Shs Cl A Put Option (AON)	0.2	$377k		1.0k	377.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$374k	-9%	565.00	661.77	View chart
Air Products & Chemicals (APD)	0.2	$371k		1.3k	294.21	View chart
Dex (DXCM)	0.2	$357k	-3%	4.7k	75.14	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$356k		2.0k	177.85	View chart
Palo Alto Networks (PANW)	0.2	$352k	-21%	1.1k	314.15	View chart
CBOE Holdings Put Option (CBOE)	0.2	$339k	NEW	1.1k	307.81	View chart
Adobe Systems Incorporated (ADBE)	0.2	$338k	+4%	1.3k	263.43	View chart
Chevron Corporation (CVX)	0.1	$295k		1.5k	191.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$278k		545.00	509.16	View chart
Automatic Data Processing Put Option (ADP)	0.1	$273k	NEW	1.0k	273.37	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.1	$273k	NEW	13k	21.42	View chart
Annaly Capital Management In Com New (NLY)	0.1	$271k	-8%	12k	23.05	View chart
Ecolab (ECL)	0.1	$261k	-69%	922.00	283.56	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$261k	NEW	2.4k	109.68	View chart
Constellation Energy Put Option (CEG)	0.1	$258k		1.0k	257.95	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$257k	NEW	5.4k	47.95	View chart
Costco Wholesale Corporation (COST)	0.1	$247k	-45%	254.00	973.76	View chart
Uber Technologies (UBER)	0.1	$242k	-7%	3.4k	71.20	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$242k	NEW	1.2k	207.91	View chart
Republic Services Put Option (RSG)	0.1	$219k		1.0k	218.91	View chart
Lowe's Companies Put Option (LOW)	0.1	$216k	NEW	1.0k	215.68	View chart
ResMed Put Option (RMD)	0.1	$215k	NEW	1.0k	214.29	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.1	$214k	-11%	3.5k	61.81	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$200k	NEW	12k	17.25	View chart
Apollo Commercial Real Est. Finance (ARI)	0.1	$180k	-14%	27k	6.60	View chart
Arbor Realty Trust (ABR)	0.0	$103k		20k	5.08	View chart
Ready Cap Corp Com reit (RC)	0.0	$23k		16k	1.44	View chart

Past Filings by One Wealth Map

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

One Wealth Map 2026 Q2 filed July 31, 2026
One Wealth Map 2026 Q1 filed May 4, 2026
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

View all past filings

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