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Mortgage Reit Index real shares owned by H&H Retirement Design & Management

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by H&H Retirement Design & Management from 13F filings

Historical chart of H&H Retirement Design & Management investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by H&H Retirement Design & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by H&H Retirement Design & Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 11k 22.57

More positions owned by H&H Retirement Design & Management

Spdr Series Trust State Street Spd (CWB)
Vanguard World Extended Dur (EDV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Tips Bd Etf (TIP)
Select Sector Spdr Tr State Street Con (XLP)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Us Smallcap Divd (DES)
Select Sector Spdr Tr State Street Ind (XLI)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr State Street Mat (XLB)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for H&H Retirement Design & Management

Top funds holding Mortgage Reit Index real

Wells Fargo & Company
Advisor Group Holdings
Evergreen Capital Management
Ameriprise Financial
LPL Financial
AdvisorNet Financial
Foundations Investment Advisors
Susquehanna International
Clarity Financial
VisionPoint Advisory Group
UBS Group
Kovitz Investment Group Partners
Paradigm Financial Partners
Man Group
Prevail Innovative Wealth Advisors

View all funds holding Mortgage Reit Index real