HH

H&H Retirement Design & Management INC

13F
H&H Retirement Design & Management INC
Last update 2024-10-16 76 Stocks (1 new)
Value $170.00 Mil Turnover 5 %
Countries:
Top Holdings: CWB(18.03%)EDV(7.55%)TIP(4.52%)VCLT(4.08%)BLV(4.06%)
Portfolio Report
Summary Stock Picks Current Portfolio
H&H Retirement Design & Manage... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CWB 		SPDR Bloomberg Convertible Securities ETF
395,297
30603.910
+5.99%
18.030
+1.02%
0.820
+8.79%
+7.35%
3826.030
 
EDV 		Vanguard Extended Duration Treasury ETF
168,975
12804.930
+4.24%
7.550
+0.31%
0.340
-7.95%
-8.73%
3839.652
 
TIP 		iShares TIPS Bond ETF
70,043
7668.960
+7.88%
4.520
+0.33%
0.040
-0.86%
+0.51%
17999.844
 
VCLT 		Vanguard Long-Term Corporate Bond ETF
86,860
6925.350
+6.84%
4.080
+0.26%
0.060
-1.36%
-2.89%
11520.553
 
BLV 		Vanguard Long-Term Bond ETF
93,954
6886.830
+3.75%
4.060
+0.15%
0.120
-3.61%
-4.04%
5707.662
 
DLN 		WisdomTree U.S. LargeCap Dividend Fund
68,700
5480.200
+3.93%
3.230
+0.12%
0.130
+9.81%
+18.88%
4347.941
 
XLP 		Consumer Staples Select Sector SPDR
66,401
5477.390
+3.60%
3.230
+0.11%
0.030
+4.09%
+12.29%
16929.948
 
IGIB 		iShares Intermediate Credit Bond ETF
102,766
5453.780
+5.56%
3.210
+0.17%
0.040
-0.82%
+0.44%
14429.363
 
DES 		WisdomTree U.S. SmallCap Dividend Fund
153,259
5318.090
+4.49%
3.130
+0.13%
0.260
+8.87%
+7.58%
2057.565
 
XLI 		Industrial Select Sector SPDR
37,407
5168.900
+3.18%
3.050
+0.09%
0.030
+12.85%
+19.40%
20881.279
 

H&H Retirement Design & Management INC's Historical Top Holdings Breakdowns

H&H Retirement Design & Management INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CWB 		SPDR Bloomberg Convertible Securities ETF2024-09-30Add
+1.02%
●
71.19 ($73.46) 76.59
$77.45
5.43%
Add 5.99%
395,297
22,344
BND 		Vanguard Total Bond Market ETF2024-09-30Sold Out
-0.93%
●
71.45 ($74) 75.64
$73.00
-1.35%
Sold Out
0
-20,641
VTI 		Vanguard Total Stock Market ETF2024-09-30Reduce
-0.75%
●
255.18 ($272.76) 283.2
$285.30
4.60%
Reduce -86.27%
710
-4,462
TIP 		iShares TIPS Bond ETF2024-09-30Add
+0.33%
●
105.92 ($108.65) 110.83
$108.04
-0.56%
Add 7.88%
70,043
5,118
EDV 		Vanguard Extended Duration Treasury ETF2024-09-30Add
+0.31%
●
70.73 ($77.76) 83.52
$73.96
-4.89%
Add 4.24%
168,975
6,879
XLE 		The Energy Select Sector SPDR Fund2024-09-30Add
+0.28%
●
84.35 ($89.4) 93.39
$90.17
0.86%
Add 11.9%
49,067
5,219
BSV 		Vanguard Short-Term Bond ETF2024-09-30Reduce
-0.26%
●
76.38 ($77.89) 78.87
$77.44
-0.58%
Reduce -20.58%
20,708
-5,365
VCLT 		Vanguard Long-Term Corporate Bond ETF2024-09-30Add
+0.26%
●
74.85 ($79.1) 82.2
$77.83
-1.61%
Add 6.84%
86,860
5,561
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-09-30Sold Out
-0.26%
●
57.8 ($59.68) 60.8
$58.60
-1.81%
Sold Out
0
-7,182
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Sold Out
-0.25%
●
47.6 ($50.85) 53.31
$50.81
-0.08%
Sold Out
0
-8,097

H&H Retirement Design & Management INC Total Holding History ($B)

To

H&H Retirement Design & Management INC's Asset Allocation

To

H&H Retirement Design & Management INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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H&H Retirement Design & Management INC's Hypothetical Growth since 2024-09-30

H&H Retirement Design & Management INC's Yearly Returns

Year Portfolio % % Excess Gain %

H&H Retirement Design & Management INC's Holdings Heat Map

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H&H Retirement Design & Management INC's Holdings Bubble Chart

H&H Retirement Design & Management INC News

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