H&H Retirement Design & Management

H&H Retirement Design & Management as of March 31, 2025

Portfolio Holdings for H&H Retirement Design & Management

H&H Retirement Design & Management holds 76 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 18.8 $28M 383k 73.92
Vanguard World Extended Dur (EDV) 7.0 $11M 162k 64.48
Ishares Tr Tips Bd Etf (TIP) 4.9 $7.4M 68k 108.47
Vanguard Bd Index Fds Long Term Bond (BLV) 4.4 $6.6M 98k 67.00
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 4.4 $6.5M 91k 72.25
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.7 $5.5M 68k 81.09
Ishares Tr Ishs 5-10yr Invt (IGIB) 3.4 $5.1M 99k 51.52
Wisdomtree Tr Us Largecap Divd (DLN) 3.3 $4.9M 67k 73.30
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.1 $4.6M 35k 132.57
Select Sector Spdr Tr Indl (XLI) 3.0 $4.5M 37k 122.49
Wisdomtree Tr Us Smallcap Divd (DES) 3.0 $4.5M 155k 29.04
Select Sector Spdr Tr Sbi Materials (XLB) 2.7 $4.0M 50k 79.52
Select Sector Spdr Tr Energy (XLE) 2.5 $3.8M 48k 79.37
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.5 $3.8M 50k 75.93
Select Sector Spdr Tr Technology (XLK) 2.2 $3.3M 18k 187.88
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 2.0 $3.0M 81k 37.00
Ishares Tr Rus 1000 Etf (IWB) 1.8 $2.7M 9.4k 282.09
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.7 $2.5M 14k 180.45
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $2.0M 39k 52.04
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $1.7M 34k 49.79
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.1 $1.6M 16k 102.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $1.5M 20k 78.22
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.9 $1.4M 73k 18.94
Select Sector Spdr Tr Financial (XLF) 0.9 $1.3M 29k 45.65
Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $1.3M 10k 127.39
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.8 $1.2M 11k 102.75
Ishares Tr Residential Mult (REZ) 0.7 $1.1M 14k 80.75
Pacer Fds Tr Data And Infrast (SRVR) 0.7 $1.0M 36k 28.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.0M 12k 85.03
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.7 $1.0M 26k 39.61
Amazon (AMZN) 0.7 $997k 6.0k 167.32
Alphabet Cap Stk Cl A (GOOGL) 0.6 $951k 6.4k 147.67
Meta Platforms Cl A (META) 0.6 $939k 1.9k 484.66
Microsoft Corporation (MSFT) 0.6 $921k 2.6k 359.06
Vaneck Etf Trust Mortgage Reit (MORT) 0.6 $895k 95k 9.43
Booking Holdings (BKNG) 0.6 $870k 196.00 4437.63
Ishares Tr Us Home Cons Etf (ITB) 0.6 $863k 9.9k 87.48
Charles Schwab Corporation (SCHW) 0.6 $842k 11k 74.95
Ishares Tr Self Drivng Ev (IDRV) 0.5 $819k 31k 26.84
Mastercard Incorporated Cl A (MA) 0.5 $812k 1.6k 509.32
Ishares Tr Future Ai & Tech (ARTY) 0.5 $776k 27k 28.97
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $741k 5.0k 147.86
Visa Com Cl A (V) 0.5 $733k 2.3k 320.10
Anthem (ELV) 0.5 $693k 1.7k 406.69
Iqvia Holdings (IQV) 0.4 $571k 4.0k 141.22
Walt Disney Company (DIS) 0.3 $506k 6.0k 84.00
Diageo Spon Adr New (DEO) 0.3 $498k 4.5k 109.70
Starbucks Corporation (SBUX) 0.3 $495k 6.1k 80.68
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $466k 8.5k 54.71
salesforce (CRM) 0.3 $435k 1.8k 236.26
Apple (AAPL) 0.3 $422k 2.2k 193.19
Airbnb Com Cl A (ABNB) 0.3 $415k 3.7k 111.61
CarMax (KMX) 0.3 $412k 6.6k 62.33
Costco Wholesale Corporation (COST) 0.3 $412k 430.00 956.93
Adobe Systems Incorporated (ADBE) 0.3 $411k 1.2k 343.22
Autodesk (ADSK) 0.3 $407k 1.6k 254.27
Check Point Software Tech Lt Ord (CHKP) 0.3 $403k 1.9k 207.36
Applied Materials (AMAT) 0.3 $400k 3.0k 135.55
AmerisourceBergen (COR) 0.3 $384k 1.4k 281.16
Fiserv (FI) 0.3 $383k 1.8k 207.46
Qualcomm (QCOM) 0.2 $371k 2.7k 136.14
Wp Carey (WPC) 0.2 $337k 5.5k 61.31
Air Products & Chemicals (APD) 0.2 $331k 1.3k 257.58
UnitedHealth (UNH) 0.2 $298k 700.00 425.33
Apollo Commercial Real Est. Finance (ARI) 0.2 $272k 33k 8.17
Annaly Capital Management In Com New (NLY) 0.2 $241k 14k 17.59
Arbor Realty Trust (ABR) 0.2 $239k 22k 10.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $238k 549.00 433.14
Veeva Sys Cl A Com (VEEV) 0.2 $235k 1.1k 210.08
Ecolab (ECL) 0.1 $219k 946.00 231.43
Chevron Corporation (CVX) 0.1 $211k 1.6k 133.69
Ishares Tr Core S&p500 Etf (IVV) 0.1 $203k 394.00 516.12
Ishares Tr Conv Bd Etf (ICVT) 0.1 $201k 2.5k 81.10
Diversified Healthcare Tr Com Sh Ben Int (DHC) 0.1 $152k 68k 2.23
Ready Cap Corp Com reit (RC) 0.1 $76k 18k 4.37
Office Pptys Income Tr Com Shs Ben Int (OPI) 0.0 $6.3k 19k 0.34