HH

H&H Retirement Design & Management INC

13F
H&H Retirement Design & Management INC
Last update 2025-04-22 76 Stocks (1 new)
Value $150.00 Mil Turnover 1 %
Countries:
Top Holdings: CWB(18.82%)EDV(6.97%)TIP(4.90%)BLV(4.36%)VCLT(4.36%)
Summary Stock Picks Current Portfolio
H&H Retirement Design & Manage... Top Holdings of 2025-03-31 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
SPDR Bloomberg Convertible Securities ETF
382,490
28,273.7
+0.59%
18.820
+0.11%
0.810
+11.44%
+7.69%
3,914.2
 
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
162,384
10,470.5
-0.45%
6.970
-0.03%
0.270
-7.05%
-0.83%
3,391.9
 
TIP
iShares TIPS Bond ETF
67,916
7,366.9
-1.09%
4.900
-0.05%
0.050
-0.38%
+4.42%
13,954.8
 
BLV
Vanguard Long-Term Bond ETF
97,779
6,551.2
+0.63%
4.360
+0.03%
0.120
-1.66%
+3.02%
6,138.1
 
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
90,600
6,545.9
+1.41%
4.360
+0.06%
0.040
+0.80%
+3.65%
12,533.9
 
XLP
Consumer Staples Select Sector SPDR
68,317
5,539.8
-0.06%
3.690
0%
0.030
+0.88%
+5.82%
16,237.1
 
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
98,926
5,096.7
-3.10%
3.390
-0.10%
0.040
+1.80%
+5.25%
15,372.0
 
DLN
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
67,409
4,941.1
-0.65%
3.290
-0.02%
0.110
+9.36%
+8.33%
5,089.8
 
XLV
Health Care Select Sector SPDR
34,579
4,584.2
+1.17%
3.050
+0.04%
0.010
-4.88%
-0.65%
34,481.0
 
XLI
Industrial Select Sector SPDR
36,876
4,516.9
+0.38%
3.010
+0.01%
0.030
+19.09%
+14.10%
22,275.5
 

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
ABNB
Airbnb Inc
2025-03-31
New Buy
New Buy
+0.28%
●
119.38 ($133.97) 161.42
$136.49
1.88%
New holding
3,722
3,722
PM
Philip Morris International Inc
2025-03-31
Sold Out
Sold Out
-0.17%
●
117.15 ($141.65) 158.79
$178.88
26.28%
Sold Out
0
-1,807
CHKP
Check Point Software Technologies Ltd
Check Point Software Technologies Ltd
2025-03-31
Reduce
Reduce
-0.16%
●
179.88 ($211.9) 231.31
$223.63
5.54%
Reduce -38.06%
1,943
-1,194
COR
Cencora Inc
2025-03-31
Reduce
Reduce
-0.12%
●
224.74 ($251.19) 278.09
$296.23
17.93%
Reduce -37.37%
1,366
-815
CWB
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
2025-03-31
Add
Add
+0.11%
●
75.99 ($79) 81.58
$83.10
5.19%
Add 0.59%
382,490
2,258
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Reduce
Reduce
-0.10%
●
50.82 ($51.94) 52.7
$52.98
2.00%
Reduce -3.1%
98,926
-3,160
AMAT
Applied Materials Inc
2025-03-31
Add
Add
+0.09%
●
145.06 ($168.16) 195.51
$191.05
13.61%
Add 50%
2,952
984
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.06%
●
73.11 ($75.48) 77.43
$75.41
-0.09%
Add 1.41%
90,600
1,262
TIP
iShares TIPS Bond ETF
2025-03-31
Reduce
Reduce
-0.05%
●
106.22 ($108.63) 111.09
$109.36
0.67%
Reduce -1.09%
67,916
-745
XLV
Health Care Select Sector SPDR
2025-03-31
Add
Add
+0.04%
●
137.61 ($145.27) 149.68
$135.50
-6.73%
Add 1.17%
34,579
401

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 2025-03-31

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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