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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 34.21% of One Wealth Map's stock portfolio.
Added to shares of these 10 stocks: FLOT, EDV, META, FICO, MCK, BKNG, MSCI, V, ECL, MSFT.
Started 20 new stock positions in ICE, AON, WMT, PANW, CEG, CDNS, MAS, TTWO, MSCI, FICO. UBER, RSG, CRM, FLOT, SYK, NVDA, MCK, SPGI, IYH, AJG.
Reduced shares in these 10 stocks: CWB, VGLT, XLE, GOOGL, DHC, VTI, XLI, RGTI, REM, XLV.
Sold out of its positions in DHC, REM, RGTI.
One Wealth Map was a net buyer of stock by $11M.
One Wealth Map has $213M in assets under management (AUM), dropping by 8.30%.
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 94 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (CWB)	17.8	$38M	-6%	372k	101.87	View chart
Vanguard World Extended Dur (EDV)	5.4	$12M	+17%	182k	63.56	View chart
Ishares Tr Tips Bd Etf (TIP)	3.8	$8.1M	+3%	72k	111.35	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	3.7	$7.8M	+2%	114k	68.31	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.6	$7.6M	-2%	102k	74.51	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	3.3	$7.1M	-2%	184k	38.64	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	3.3	$7.0M	-2%	74k	94.04	View chart
Select Sector Spdr Tr State Street Con (XLP)	3.2	$6.9M	-2%	82k	84.17	View chart
Select Sector Spdr Tr State Street Ind (XLI)	3.1	$6.6M	-4%	38k	172.96	View chart
Select Sector Spdr Tr State Street Ene (XLE)	3.0	$6.4M	-7%	109k	58.85	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.8	$5.9M	-3%	40k	145.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.7	$5.8M		36k	161.87	View chart
Select Sector Spdr Tr State Street Mat (XLB)	2.7	$5.7M	-2%	112k	51.35	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.7	$5.7M		108k	53.11	View chart
Select Sector Spdr Tr State Street Uti (XLU)	2.3	$4.9M	-2%	105k	46.55	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.2	$4.7M	NEW	93k	50.86	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	2.0	$4.3M	-4%	83k	51.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.8	$3.8M	-4%	9.5k	393.89	View chart
Select Sector Spdr Tr State Street Con (XLY)	1.7	$3.6M		30k	118.63	View chart
Meta Platforms Cl A Call Option (META)	1.1	$2.4M	+135%	4.0k	608.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.0	$2.2M	+2%	41k	52.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.0M	-19%	5.2k	385.67	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.9	$2.0M		87k	22.82	View chart
Spdr Series Trust State Street Spd (SDY)	0.9	$1.9M		13k	149.13	View chart
Amazon (AMZN)	0.9	$1.9M	+13%	7.1k	268.26	View chart
Microsoft Corporation Put Option (MSFT)	0.9	$1.9M	+39%	4.5k	414.44	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$1.8M	+5%	36k	50.43	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$1.8M		18k	103.66	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.8	$1.7M	-41%	31k	54.73	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.8	$1.7M	-5%	26k	62.82	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.8	$1.6M	-3%	12k	138.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$1.6M	+6%	21k	78.08	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.8	$1.6M		31k	51.92	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.7	$1.4M		41k	35.25	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.7	$1.4M		32k	43.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$1.4M	-3%	14k	96.06	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.6	$1.4M		3.5k	397.67	View chart
Ishares Tr Residential Mult (REZ)	0.6	$1.4M		15k	90.13	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$1.3M		30k	44.32	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.6	$1.3M	+24%	122k	10.63	View chart
Visa Com Cl A Put Option (V)	0.6	$1.2M	+79%	3.8k	328.03	View chart
Applied Materials (AMAT)	0.5	$1.2M	-2%	3.0k	389.06	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.5	$1.1M	+22%	12k	94.84	View chart
Fair Isaac Corporation Call Option (FICO)	0.5	$1.0M	NEW	1.0k	1035.50	View chart
Charles Schwab Corporation (SCHW)	0.5	$1.0M	-5%	11k	91.54	View chart
Iqvia Holdings (IQV)	0.4	$840k		5.3k	157.77	View chart
McKesson Corporation Call Option (MCK)	0.4	$814k	NEW	1.0k	814.02	View chart
Ecolab (ECL)	0.4	$783k	+231%	3.0k	259.40	View chart
Booking Holdings (BKNG)	0.4	$779k	+2184%	4.6k	169.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$771k		1.1k	723.87	View chart
Apple (AAPL)	0.3	$689k	+3%	2.5k	280.18	View chart
Starbucks Corporation (SBUX)	0.3	$686k	+90%	6.5k	105.90	View chart
Anthem (ELV)	0.3	$671k	-6%	1.8k	372.60	View chart
Walt Disney Company (DIS)	0.3	$658k		6.4k	103.08	View chart
Mastercard Incorporated Cl A (MA)	0.3	$636k	-2%	1.3k	495.48	View chart
Msci Put Option (MSCI)	0.3	$589k	NEW	1.0k	588.85	View chart
Airbnb Com Cl A (ABNB)	0.2	$527k		3.7k	141.66	View chart
Qualcomm (QCOM)	0.2	$503k		2.8k	176.98	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$489k		5.6k	87.46	View chart
Costco Wholesale Corporation (COST)	0.2	$474k	-27%	469.00	1011.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$471k	-39%	1.3k	355.27	View chart
Masco Corporation (MAS)	0.2	$464k	NEW	6.5k	71.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$435k	+15%	16k	26.54	View chart
NVIDIA Corporation Put Option (NVDA)	0.2	$435k	NEW	2.2k	198.45	View chart
S&p Global Put Option (SPGI)	0.2	$426k	NEW	1.0k	426.06	View chart
salesforce (CRM)	0.2	$421k	NEW	2.3k	183.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$419k		621.00	674.19	View chart
AmerisourceBergen (COR)	0.2	$403k	+2%	1.3k	303.97	View chart
Autodesk (ADSK)	0.2	$390k	-3%	1.6k	244.35	View chart
Air Products & Chemicals (APD)	0.2	$380k	+5%	1.3k	301.04	View chart
Apollo Commercial Real Est. Finance (ARI)	0.2	$352k		32k	11.04	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$351k	-11%	2.0k	175.28	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$346k	-2%	3.0k	114.51	View chart
Cadence Design Systems Put Option (CDNS)	0.2	$341k	NEW	1.0k	340.94	View chart
Aon Shs Cl A Put Option (AON)	0.1	$312k	NEW	1.0k	311.51	View chart
Adobe Systems Incorporated (ADBE)	0.1	$309k	-4%	1.2k	250.71	View chart
Constellation Energy Put Option (CEG)	0.1	$308k	NEW	1.0k	307.81	View chart
Dex (DXCM)	0.1	$301k	+5%	4.9k	61.35	View chart
Stryker Corporation (SYK)	0.1	$296k	NEW	1.0k	294.82	View chart
Annaly Capital Management In Com New (NLY)	0.1	$294k		13k	22.82	View chart
Intercontinental Exchange (ICE)	0.1	$292k	NEW	1.9k	154.75	View chart
Chevron Corporation (CVX)	0.1	$289k	-3%	1.5k	190.57	View chart
Uber Technologies (UBER)	0.1	$277k	NEW	3.7k	75.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$263k		556.00	473.01	View chart
Palo Alto Networks Put Option (PANW)	0.1	$258k	NEW	1.4k	181.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$234k	-5%	3.4k	68.72	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.1	$230k	-2%	3.9k	58.77	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$221k	NEW	3.6k	61.07	View chart
Take-Two Interactive Software Put Option (TTWO)	0.1	$216k	NEW	1.0k	216.03	View chart
Arthur J. Gallagher & Co. Put Option (AJG)	0.1	$208k	NEW	1.0k	208.11	View chart
Republic Services Put Option (RSG)	0.1	$207k	NEW	1.0k	206.56	View chart
Wal-Mart Stores (WMT)	0.1	$205k	NEW	1.6k	131.59	View chart
Arbor Realty Trust (ABR)	0.1	$160k		20k	7.93	View chart
Ready Cap Corp Com reit (RC)	0.0	$31k		16k	1.94	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 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
H&H Retirement Design & Management 2022 Q2 filed Aug. 3, 2022

View all past filings

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