H&H Retirement Design & Management

One Wealth Map as of June 30, 2026

Portfolio Holdings for One Wealth Map

One Wealth Map holds 97 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str Conv Etf (CWB) 17.4 $38M 389k 98.39
Vanguard World Extended Dur (EDV) 6.1 $13M 221k 60.21
Ishares Tr Tips Bd Etf (TIP) 3.9 $8.6M 80k 107.77
Vanguard Bd Index Fds Long Term Bond (BLV) 3.7 $8.2M 124k 66.23
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.6 $8.0M 111k 72.01
Wisdomtree Tr Us Smallcap Divd (DES) 3.5 $7.7M 190k 40.74
Select Sector Spdr Tr St Str Stapl Etf (XLP) 3.5 $7.6M 88k 87.36
Wisdomtree Tr Us Largecap Divd (DLN) 3.4 $7.5M 77k 97.84
Select Sector Spdr Tr St Str Care Etf (XLV) 3.3 $7.2M 43k 166.24
Select Sector Spdr Tr St Str Indl Etf (XLI) 3.1 $6.8M 38k 176.66
Select Sector Spdr Tr St Str Energ Etf (XLE) 3.0 $6.6M 112k 58.65
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.8 $6.2M 119k 52.27
Select Sector Spdr Tr St Str Mater Etf (XLB) 2.7 $6.0M 115k 51.74
Select Sector Spdr Tr St Str Techn Etf (XLK) 2.6 $5.6M 34k 166.57
Select Sector Spdr Tr St Str Util Etf (XLU) 2.2 $4.9M 110k 44.91
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.1 $4.7M 93k 51.01
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 2.1 $4.7M 86k 54.36
Ishares Tr Rus 1000 Etf (IWB) 1.9 $4.1M 10k 399.27
Select Sector Spdr Tr St Str Discr Etf (XLY) 1.6 $3.6M 32k 111.61
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $2.4M 46k 52.14
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.9 $2.1M 88k 23.49
Spdr Series Trust St Str Sp Div (SDY) 0.9 $2.0M 13k 157.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $2.0M 20k 101.41
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $2.0M 40k 49.68
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.8 $1.8M 13k 146.97
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.8 $1.8M 32k 56.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $1.8M 23k 77.62
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.6M 4.8k 336.69
Microsoft Corporation Put Option (MSFT) 0.7 $1.6M 4.1k 390.54
Ishares Tr Residential Mult (REZ) 0.7 $1.6M 16k 98.99
Iqvia Holdings Put Option (IQV) 0.7 $1.6M 6.3k 247.56
Meta Platforms Cl A Put Option (META) 0.7 $1.6M 2.7k 585.61
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.5M 15k 100.66
Ishares Tr Futu Ai Tech Etf (ARTY) 0.7 $1.5M 24k 61.33
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.6 $1.4M 31k 45.96
Amazon (AMZN) 0.6 $1.4M 6.2k 226.65
Vaneck Etf Trust Mortgage Reit (MORT) 0.6 $1.3M 135k 9.84
Visa Com Cl A Put Option (V) 0.6 $1.3M 3.6k 368.73
Pacer Fds Tr Data And Infrast (SRVR) 0.6 $1.3M 42k 30.55
Ishares Tr Us Home Cons Etf (ITB) 0.6 $1.2M 13k 96.58
Ishares Tr Self Drivng Ev (IDRV) 0.5 $1.2M 33k 35.30
Charles Schwab Corporation (SCHW) 0.5 $1.1M 11k 104.47
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $1.1M 2.8k 374.67
Booking Holdings (BKNG) 0.4 $990k 4.9k 201.28
Apple (AAPL) 0.4 $896k 2.7k 338.24
McKesson Corporation Call Option (MCK) 0.4 $889k 1.0k 888.56
Applied Materials (AMAT) 0.3 $759k 1.7k 436.44
Ishares Tr Core S&p500 Etf (IVV) 0.3 $755k 1.0k 733.25
Mastercard Incorporated Cl A (MA) 0.3 $726k 1.3k 563.25
Anthem (ELV) 0.3 $685k 1.8k 375.93
Arthur J. Gallagher & Co. (AJG) 0.3 $602k 2.2k 268.91
Walt Disney Company (DIS) 0.3 $596k 6.1k 98.48
Intercontinental Exchange (ICE) 0.3 $588k 3.8k 154.28
S&p Global (SPGI) 0.3 $554k 1.3k 419.64
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $546k 10k 53.13
Airbnb Com Cl A (ABNB) 0.2 $532k 3.5k 153.01
JPMorgan Chase & Co. (JPM) 0.2 $523k 1.5k 344.40
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.2 $496k 5.6k 88.69
Moody's Corporation Put Option (MCO) 0.2 $483k 1.0k 483.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $477k 1.3k 360.45
salesforce (CRM) 0.2 $456k 2.4k 188.36
Netflix (NFLX) 0.2 $450k 6.1k 73.63
Stryker Corporation (SYK) 0.2 $446k 1.3k 352.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $438k 16k 26.74
AmerisourceBergen (COR) 0.2 $428k 1.3k 318.60
Check Point Software Tech Lt Ord (CHKP) 0.2 $427k 3.1k 139.67
Masco Corporation (MAS) 0.2 $420k 5.8k 72.56
NVIDIA Corporation (NVDA) 0.2 $415k 2.2k 190.01
Autodesk (ADSK) 0.2 $406k 1.7k 245.25
Aon Shs Cl A Put Option (AON) 0.2 $377k 1.0k 377.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $374k 565.00 661.77
Air Products & Chemicals (APD) 0.2 $371k 1.3k 294.21
Dex (DXCM) 0.2 $357k 4.7k 75.14
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $356k 2.0k 177.85
Palo Alto Networks (PANW) 0.2 $352k 1.1k 314.15
CBOE Holdings Put Option (CBOE) 0.2 $339k 1.1k 307.81
Adobe Systems Incorporated (ADBE) 0.2 $338k 1.3k 263.43
Chevron Corporation (CVX) 0.1 $295k 1.5k 191.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $278k 545.00 509.16
Automatic Data Processing Put Option (ADP) 0.1 $273k 1.0k 273.37
Spdr Series Trust St Long Bd Etf (SPLB) 0.1 $273k 13k 21.42
Annaly Capital Management In Com New (NLY) 0.1 $271k 12k 23.05
Ecolab (ECL) 0.1 $261k 922.00 283.56
Ishares Tr Conv Bd Etf (ICVT) 0.1 $261k 2.4k 109.68
Constellation Energy Put Option (CEG) 0.1 $258k 1.0k 257.95
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $257k 5.4k 47.95
Costco Wholesale Corporation (COST) 0.1 $247k 254.00 973.76
Uber Technologies (UBER) 0.1 $242k 3.4k 71.20
Veeva Sys Cl A Com (VEEV) 0.1 $242k 1.2k 207.91
Republic Services Put Option (RSG) 0.1 $219k 1.0k 218.91
Lowe's Companies Put Option (LOW) 0.1 $216k 1.0k 215.68
ResMed Put Option (RMD) 0.1 $215k 1.0k 214.29
Proshares Tr Pshs Ultruss2000 (UWM) 0.1 $214k 3.5k 61.81
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.1 $200k 12k 17.25
Apollo Commercial Real Est. Finance (ARI) 0.1 $180k 27k 6.60
Arbor Realty Trust (ABR) 0.0 $103k 20k 5.08
Ready Cap Corp Com reit (RC) 0.0 $23k 16k 1.44