Filer Name: H&H RETIREMENT DESIGN & MANAGEMENT INC
CIK: 1802635
Period: 2024-12-31
Filed At: 2025-02-24
Number of Holdings: 76
Portfolio Value: $0.16B

H&H Retirement Design & Management Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CWB US SPDR BLOOMBERG CONVERTIBLE S 380,232 $30M 18.45% -3.8% -
EDV US VANGUARD EXTENDED DUR TREAS 163,118 $11M 6.91% -3.5% -
TIP US ISHARES TIPS BOND ETF 68,661 $7M 4.54% -2.0% -
VCLT US VANGUARD LONG-TERM CORP BOND 89,338 $7M 4.13% 2.9% -
BLV US VANGUARD LONG-TERM BOND ETF 97,166 $7M 4.12% 3.4% -
XLP US CONSUMER STAPLES SPDR 68,355 $6M 3.41% 2.9% -
DLN US WISDOMTREE US LARGECAP DIVID 67,848 $6M 3.36% -1.2% -
IGIB US ISHARES 5-10Y INV GRADE CORP 102,086 $5M 3.23% -0.7% -
DES US WISDOMTREE US SMALLCAP DIVID 153,752 $5M 3.15% 0.3% -
XLV US HEALTH CARE SELECT SECTOR 34,178 $5M 3.04% 2.1% -
XLI US INDUSTRIAL SELECT SECT SPDR 36,737 $5M 3.01% -1.8% -
XLB US MATERIALS SELECT SECTOR SPDR 49,938 $4M 2.67% 2.2% -
XLE US ENERGY SELECT SECTOR SPDR 47,871 $4M 2.64% -2.4% -
XLK US TECHNOLOGY SELECT SECT SPDR 17,618 $4M 2.51% -0.7% -
XLU US UTILITIES SELECT SECTOR SPDR 50,104 $4M 2.44% -3.4% -
PRF US INVESCO FTSE RAFI US 1000 ET 80,801 $3M 2.05% -1.7% -
IWB US ISHARES RUSSELL 1000 ETF 9,387 $3M 1.88% -3.9% -
XLY US CONSUMER DISCRETIONARY SELT 13,771 $3M 1.83% -7.9% -
IGSB US ISHARES 1-5Y INV GRADE CORP 39,786 $2M 1.26% -0.8% -
VTIP US VANGUARD SHORT-TERM TIPS 34,240 $2M 1.02% -1.5% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us