H&H Retirement Design & Management INC has disclosed 76 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $170.00 Mil. The turnover rate is 5%.
In H&H Retirement Design & Management INC's current portfolio as of 2024-09-30, the top 5 holdings are
SPDR Bloomberg Convertible Securities ETF (CWB), Vanguard Extended Duration Treasury ETF (EDV), iShares TIPS Bond ETF (TIP), Vanguard Long-Term Corporate Bond ETF (VCLT), Vanguard Long-Term Bond ETF (BLV), not including call and put options.
H&H Retirement Design & Management INC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for H&H Retirement Design & Management INC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for H&H Retirement Design & Management INC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for H&H Retirement Design & Management INC.