H&H Retirement Design & Management Inc Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) About H&H Retirement Design & Management IncInvestment ActivityH&H Retirement Design & Management Inc has $151.45 million in total holdings as of March 31, 2024.H&H Retirement Design & Management Inc owns shares of 84 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 11.87% of the portfolio was purchased this quarter.About 15.64% of the portfolio was sold this quarter.This quarter, H&H Retirement Design & Management Inc has purchased 61 new stocks and bought additional shares in 5 stocks.H&H Retirement Design & Management Inc sold shares of 43 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Bloomberg Convertible Securities ETF $25,850,613Vanguard Extended Duration Treasury ETF $11,228,804iShares TIPS Bond ETF $6,788,076Vanguard Long-Term Bond ETF $6,062,807Vanguard Long-Term Corporate Bond ETF $5,918,501 Largest New Holdings this Quarter Alphabet $1,322,598 HoldingAmazon.com $1,236,888 HoldingMicrosoft $1,158,605 HoldingMeta Platforms $1,101,235 HoldingIQVIA $1,064,858 Holding Largest Purchases this Quarter Alphabet 8,463 shares (about $1.32M)Amazon.com 6,979 shares (about $1.24M)Microsoft 2,890 shares (about $1.16M)Meta Platforms 2,286 shares (about $1.10M)IQVIA 4,603 shares (about $1.06M) Largest Sales this Quarter SPDR Bloomberg Convertible Securities ETF 70,170 shares (about $4.91M)Vanguard Extended Duration Treasury ETF 29,080 shares (about $2.03M)iShares TIPS Bond ETF 15,690 shares (about $1.66M)iShares 5-10 Year Investment Grade Corporate Bond ETF 23,016 shares (about $1.16M)Vanguard Long-Term Corporate Bond ETF 14,640 shares (about $1.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofH&H Retirement Design & Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCWBSPDR Bloomberg Convertible Securities ETF$25,850,613$4,912,598 ▼-16.0%369,24217.1%ETFEDVVanguard Extended Duration Treasury ETF$11,228,804$2,030,656 ▼-15.3%160,8027.4%ETFTIPiShares TIPS Bond ETF$6,788,076$1,659,834 ▼-19.6%64,1664.5%ETFBLVVanguard Long-Term Bond ETF$6,062,807$1,069,318 ▼-15.0%88,3924.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$5,918,501$1,089,802 ▼-15.6%79,5073.9%ManufacturingIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$4,890,757$1,157,702 ▼-19.1%97,2323.2%ManufacturingXLPConsumer Staples Select Sector SPDR Fund$4,767,661$671,239 ▼-12.3%63,4423.1%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$4,531,644$536,640 ▼-10.6%65,1663.0%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$4,474,667$523,146 ▼-10.5%143,2353.0%FinanceXLVHealth Care Select Sector SPDR Fund$4,435,188$519,005 ▼-10.5%31,7982.9%ETFXLIIndustrial Select Sector SPDR Fund$4,357,871$637,968 ▼-12.8%35,9032.9%ETFXLEEnergy Select Sector SPDR Fund$4,108,533$607,185 ▼-12.9%42,9812.7%ETFXLBMaterials Select Sector SPDR Fund$4,082,838$492,712 ▼-10.8%45,8492.7%ETFXLUUtilities Select Sector SPDR Fund$3,417,231$490,864 ▼-12.6%51,7532.3%ETFXLKTechnology Select Sector SPDR Fund$3,376,778$248,053 ▼-6.8%17,3842.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$2,834,640$599,917 ▼-17.5%76,6121.9%ETFIWBiShares Russell 1000 ETF$2,527,896$504,425 ▼-16.6%9,2011.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,421,002$310,490 ▼-11.4%14,1991.6%FinanceBSVVanguard Short-Term Bond ETF$1,953,871$377,365 ▼-16.2%25,7331.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,867,676$419,766 ▼-18.4%36,7871.2%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,548,230$316,352 ▼-17.0%32,3691.0%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$1,529,620$304,178 ▼-16.6%15,4181.0%ETFBNDVanguard Total Bond Market ETF$1,461,801$214,302 ▼-12.8%20,6411.0%ETFGOOGLAlphabet$1,322,598$1,322,598 ▲New Holding8,4630.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,280,893$784,584 ▼-38.0%5,1720.8%ETFSDYSPDR S&P Dividend ETF$1,260,771$116,868 ▲10.2%9,8710.8%ETFAMZNAmazon.com$1,236,888$1,236,888 ▲New Holding6,9790.8%Retail/WholesalePIDInvesco International Dividend Achievers ETF$1,231,665$138,709 ▲12.7%69,2690.8%ManufacturingXLFFinancial Select Sector SPDR Fund$1,183,709$158,656 ▼-11.8%28,9630.8%ETFMSFTMicrosoft$1,158,605$1,158,605 ▲New Holding2,8900.8%Computer and TechnologyPKWInvesco BuyBack Achievers ETF$1,148,010$147,579 ▼-11.4%11,1550.8%ETFMETAMeta Platforms$1,101,235$1,101,235 ▲New Holding2,2860.7%Computer and TechnologyIQVIQVIA$1,064,858$1,064,858 ▲New Holding4,6030.7%MedicalBKNGBooking$983,492$983,492 ▲New Holding2840.6%Retail/WholesaleREZiShares Residential and Multisector Real Estate ETF$917,748$103,672 ▼-10.1%13,1990.6%ETFITBiShares U.S. Home Construction ETF$916,665$129,066 ▼-12.3%8,8850.6%ETFSCHWCharles Schwab$898,100$898,100 ▲New Holding12,0940.6%FinanceMORTVanEck Mortgage REIT Income ETF$873,782$77,400 ▼-8.1%81,2820.6%ETFVNQVanguard Real Estate ETF$873,566$92,051 ▼-9.5%10,9610.6%ETFSRVRPacer Data & Infrastructure Real Estate ETF$866,144$75,338 ▼-8.0%32,6970.6%ETFTSMTaiwan Semiconductor Manufacturing$856,739$856,739 ▲New Holding6,6030.6%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$856,252$89,087 ▼-9.4%23,6730.6%ETFMAMastercard$851,382$851,382 ▲New Holding1,8640.6%Business ServicesIRBOiShares Robotics and Artificial Intelligence Multisector ETF$827,268$16,897 ▼-2.0%25,9490.5%ManufacturingIDRViShares Self-Driving EV and Tech ETF$776,922$19,270 ▲2.5%26,8920.5%ETFELVElevance Health$773,316$773,316 ▲New Holding1,4530.5%MedicalVVisa$757,077$757,077 ▲New Holding2,7800.5%Business ServicesIRMIron Mountain$659,6810.0%8,6970.4%FinanceCORCencora$612,020$612,020 ▲New Holding2,5840.4%MedicalDISWalt Disney$589,739$589,739 ▲New Holding5,2660.4%Consumer DiscretionaryCHKPCheck Point Software Technologies$586,729$586,729 ▲New Holding3,6950.4%Computer and TechnologyQCOMQUALCOMM$553,582$553,582 ▲New Holding3,4560.4%Computer and TechnologyDEODiageo$528,223$528,223 ▲New Holding3,7170.3%Consumer StaplesSBUXStarbucks$438,519$438,519 ▲New Holding4,9730.3%Retail/WholesaleUNHUnitedHealth Group$435,721$435,721 ▲New Holding8870.3%MedicalAAPLApple$412,414$7,131 ▲1.8%2,4870.3%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$411,529$6,074 ▼-1.5%7,1820.3%ETFADSKAutodesk$404,513$404,513 ▲New Holding1,8630.3%Computer and TechnologyADBEAdobe$394,055$394,055 ▲New Holding8440.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$391,738$163,188 ▼-29.4%8,0970.3%ETFKMXCarMax$386,848$386,848 ▲New Holding5,6990.3%Retail/WholesaleARIApollo Commercial Real Estate Finance$362,6790.0%33,6440.2%FinanceAPDAir Products and Chemicals$354,587$354,587 ▲New Holding1,5130.2%Basic MaterialsVOVanguard Mid-Cap ETF$351,877$176,057 ▼-33.3%1,4850.2%ETFFIFiserv$320,813$320,813 ▲New Holding2,1560.2%Business ServicesVTVVanguard Value ETF$320,549$157,212 ▼-32.9%2,0410.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$317,157$9,850 ▼-3.0%7,1480.2%ETFWPCW. P. Carey$308,8760.0%5,4940.2%FinanceCOSTCostco Wholesale$305,9460.0%4280.2%Retail/WholesaleEFViShares MSCI EAFE Value ETF$301,808$179,108 ▼-37.2%5,6500.2%ETFBBJPJPMorgan BetaBuilders Japan ETF$301,381$130,315 ▼-30.2%5,4580.2%ETFCVSCVS Health$296,415$296,415 ▲New Holding4,2570.2%Retail/WholesaleCRMSalesforce$291,334$291,334 ▲New Holding1,0640.2%Computer and TechnologyABRArbor Realty Trust$280,7410.0%22,0020.2%FinanceNLYAnnaly Capital Management$259,0680.0%14,1340.2%FinanceCVXChevron$257,706$3,399 ▲1.3%1,5920.2%Oils/EnergyEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$256,540$55,188 ▼-17.7%10,7380.2%ETFVEEVVeeva Systems$253,005$253,005 ▲New Holding1,2710.2%Computer and TechnologyECLEcolab$242,118$242,118 ▲New Holding1,1040.2%Basic MaterialsQQQInvesco QQQ$229,947$282,722 ▼-55.1%5490.2%FinanceEWUiShares MSCI United Kingdom ETF$205,814$130,584 ▼-38.8%6,0680.1%ETFDHCDiversified Healthcare Trust$171,7560.0%70,6810.1%FinanceRCReady Capital$158,3710.0%18,1830.1%FinanceOPIOffice Properties Income Trust$37,8960.0%18,6680.0%FinanceVOOVanguard S&P 500 ETF$0$302,326 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$279,667 ▼-100.0%00.0%FinanceVFHVanguard Financials ETF$0$223,169 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$217,789 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. 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