H&H Retirement Design & Management

One Wealth Map as of March 31, 2026

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