H&H Retirement Design & Management

One Wealth Map as of Dec. 31, 2025

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