H&H Retirement Design & Management INC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 70 stocks valued at a total of $118.00Mil. The top holdings were BND(15.54%), VTI(13.03%), and BSV(5.41%).
According to GuruFocus data, these were H&H Retirement Design & Management INC’s top five trades of the quarter.
Vanguard Total Stock Market ETF
H&H Retirement Design & Management INC reduced their investment in ARCA:VTI by 16,205 shares. The trade had a 2.44% impact on the equity portfolio. During the quarter, the stock traded for an average price of $198.53.
On 01/17/2023, Vanguard Total Stock Market ETF traded for a price of $199.77 per share and a market cap of $273.36Bil. The stock has returned -13.62% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total Stock Market ETF has a price-earnings ratio of 18.96 and a price-book ratio of 3.49.
Vanguard Total Bond Market ETF
H&H Retirement Design & Management INC reduced their investment in NAS:BND by 39,486 shares. The trade had a 2.22% impact on the equity portfolio. During the quarter, the stock traded for an average price of $74.52.
On 01/17/2023, Vanguard Total Bond Market ETF traded for a price of $73.87 per share and a market cap of $87.74Bil. The stock has returned -9.12% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Mid-Cap ETF
H&H Retirement Design & Management INC reduced their investment in ARCA:VO by 3,941 shares. The trade had a 0.62% impact on the equity portfolio. During the quarter, the stock traded for an average price of $208.25.
On 01/17/2023, Vanguard Mid-Cap ETF traded for a price of $214.71 per share and a market cap of $52.66Bil. The stock has returned -10.66% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Mid-Cap ETF has a price-earnings ratio of 17.49 and a price-book ratio of 2.89.
Vanguard Intermediate-Term Government Bond ETF
H&H Retirement Design & Management INC reduced their investment in NAS:VGIT by 12,713 shares. The trade had a 0.58% impact on the equity portfolio. During the quarter, the stock traded for an average price of $60.43.
On 01/17/2023, Vanguard Intermediate-Term Government Bond ETF traded for a price of $59.73 per share and a market cap of $13.70Bil. The stock has returned -7.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard FTSE Developed Markets ETF
H&H Retirement Design & Management INC reduced their investment in ARCA:VEA by 18,190 shares. The trade had a 0.57% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.64.
On 01/17/2023, Vanguard FTSE Developed Markets ETF traded for a price of $45.15 per share and a market cap of $108.06Bil. The stock has returned -9.21% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Developed Markets ETF has a price-earnings ratio of 12.45 and a price-book ratio of 1.52.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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