H&H Retirement Design & Management

H&H Retirement Design & Management as of June 30, 2020

Portfolio Holdings for H&H Retirement Design & Management

H&H Retirement Design & Management holds 46 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 9.2 $10M 172k 60.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 7.2 $8.1M 61k 134.49
Invesco Exchange-traded Fd T Sr Ln Etf (BKLN) 5.9 $6.7M 313k 21.35
Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $6.5M 41k 156.53
Wisdomtree Tr Intrst Rate Hdge (AGZD) 5.0 $5.7M 120k 47.03
Vanguard Index Fds Small Cp Etf (VB) 5.0 $5.6M 39k 145.71
Schwab Strategic Tr Us Reit Etf (SCHH) 4.9 $5.5M 156k 35.22
Ishares Tr Agency Bond Etf (AGZ) 4.8 $5.4M 45k 121.10
Vanguard Index Fds Value Etf (VTV) 4.0 $4.5M 45k 99.60
Vanguard Bd Index Fds Intermed Term (BIV) 3.7 $4.2M 45k 93.20
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 3.6 $4.1M 106k 38.79
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.4 $3.9M 48k 81.63
Ishares Tr Conv Bd Etf (ICVT) 3.3 $3.7M 53k 70.96
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 2.9 $3.3M 236k 14.12
Ishares Tr Msci Ac Asia Etf (AAXJ) 2.9 $3.2M 47k 69.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.6 $3.0M 46k 65.35
Ishares Tr Pfd And Incm Sec (PFF) 2.6 $3.0M 85k 34.64
Pimco Etf Tr 0-5 High Yield (HYS) 2.3 $2.5M 28k 91.28
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $2.5M 32k 78.52
Ishares Msci Pac Jp Etf (EPP) 2.0 $2.3M 57k 39.76
Ishares Tr Core Msci Eafe (IEFA) 1.7 $1.9M 33k 57.17
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.7M 5.5k 309.71
Ishares Tr Rus 1000 Val Etf (IWD) 1.5 $1.7M 15k 112.65
Ishares Tr Core Div Grwth (DGRO) 1.3 $1.5M 39k 37.61
Spdr Ser Tr Bloomberg Brclys (JNK) 1.3 $1.4M 14k 101.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $1.3M 14k 88.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $1.2M 19k 62.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $1.0M 12k 83.14
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.8 $958k 52k 18.43
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.8 $948k 10k 91.87
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.6 $725k 14k 53.23
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.6 $655k 37k 17.90
Apple (AAPL) 0.4 $498k 1.4k 364.57
Wp Carey (WPC) 0.4 $410k 6.1k 67.62
Arbor Realty Trust (ABR) 0.4 $409k 44k 9.24
Annaly Capital Management 0.4 $399k 61k 6.56
Office Pptys Income Tr Com Shs Ben Int (OPI) 0.3 $378k 15k 26.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $315k 6.3k 50.22
Apollo Commercial Real Est. Finance (ARI) 0.2 $263k 27k 9.79
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $254k 2.3k 108.27
Anworth Mortgage Asset Corporation 0.2 $236k 139k 1.70
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $206k 3.4k 60.53
Iron Mountain (IRM) 0.2 $204k 7.8k 26.13
Diversified Healthcare Tr Com Sh Ben Int (DHC) 0.1 $137k 31k 4.43
Corenergy Infrastructure Tr Com New (CORRQ) 0.1 $127k 14k 9.12
Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $37k 11k 3.30