H&H Retirement Design & Management Inc Top Holdings and 13F Report (2025) About H&H Retirement Design & Management IncInvestment ActivityH&H Retirement Design & Management Inc has $164.60 million in total holdings as of December 31, 2024.H&H Retirement Design & Management Inc owns shares of 76 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 1.47% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, H&H Retirement Design & Management Inc has purchased 76 new stocks and bought additional shares in 19 stocks.H&H Retirement Design & Management Inc sold shares of 46 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Bloomberg Convertible Securities ETF $30,369,164Vanguard Extended Duration Treasury ETF $11,380,743iShares TIPS Bond ETF $7,478,573Vanguard Long-Term Corporate Bond ETF $6,790,581Vanguard Long-Term Bond ETF $6,786,073 Largest New Holdings this Quarter Vanguard Long-Term Treasury Index ETF $526,841 HoldingApplied Materials $338,457 HoldingiShares Convertible Bond ETF $216,303 Holding Largest Purchases this Quarter Vanguard Long-Term Treasury Index ETF 9,295 shares (about $526.84K)Applied Materials 1,968 shares (about $338.46K)Vanguard Long-Term Bond ETF 3,212 shares (about $224.33K)iShares Convertible Bond ETF 2,476 shares (about $216.30K)Vanguard Long-Term Corporate Bond ETF 2,478 shares (about $188.35K) Largest Sales this Quarter SPDR Bloomberg Convertible Securities ETF 15,065 shares (about $1.20M)Vanguard Extended Duration Treasury ETF 5,857 shares (about $408.64K)Booking 71 shares (about $354.34K)Amazon.com 1,427 shares (about $309.06K)Consumer Discretionary Select Sector SPDR Fund 1,185 shares (about $258.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofH&H Retirement Design & Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCWBSPDR Bloomberg Convertible Securities ETF$30,369,164$1,203,243 ▼-3.8%380,23218.5%ETFEDVVanguard Extended Duration Treasury ETF$11,380,743$408,643 ▼-3.5%163,1186.9%ETFTIPiShares TIPS Bond ETF$7,478,573$150,528 ▼-2.0%68,6614.5%ETFVCLTVanguard Long-Term Corporate Bond ETF$6,790,581$188,353 ▲2.9%89,3384.1%ManufacturingBLVVanguard Long-Term Bond ETF$6,786,073$224,326 ▲3.4%97,1664.1%ETFXLPConsumer Staples Select Sector SPDR Fund$5,617,409$160,580 ▲2.9%68,3553.4%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$5,530,291$69,447 ▼-1.2%67,8483.4%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,322,751$35,455 ▼-0.7%102,0863.2%ManufacturingDESWisdomTree U.S. SmallCap Dividend Fund$5,190,673$16,644 ▲0.3%153,7523.2%FinanceXLVHealth Care Select Sector SPDR Fund$5,004,749$102,649 ▲2.1%34,1783.0%ETFXLIIndustrial Select Sector SPDR Fund$4,953,604$90,343 ▼-1.8%36,7373.0%ETFXLBMaterials Select Sector SPDR Fund$4,398,039$93,178 ▲2.2%49,9382.7%ETFXLEEnergy Select Sector SPDR Fund$4,352,884$108,752 ▼-2.4%47,8712.6%ETFXLKTechnology Select Sector SPDR Fund$4,138,011$27,480 ▼-0.7%17,6182.5%ETFXLUUtilities Select Sector SPDR Fund$4,021,842$140,713 ▼-3.4%50,1042.4%ETFPRFInvesco FTSE RAFI US 1000 ETF$3,378,294$57,907 ▼-1.7%80,8012.1%ETFIWBiShares Russell 1000 ETF$3,095,191$126,617 ▼-3.9%9,3871.9%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,007,435$258,791 ▼-7.9%13,7711.8%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,071,259$17,024 ▼-0.8%39,7861.3%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,682,232$25,597 ▼-1.5%34,2401.0%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$1,650,870$38,760 ▼-2.3%16,1851.0%ETFBSVVanguard Short-Term Bond ETF$1,524,348$83,629 ▼-5.2%19,6310.9%ETFXLFFinancial Select Sector SPDR Fund$1,471,843$78,358 ▼-5.1%29,0020.9%ETFPIDInvesco International Dividend Achievers ETF$1,426,700$47,512 ▲3.4%74,2300.9%ManufacturingSDYSPDR S&P Dividend ETF$1,393,441$56,393 ▲4.2%10,2050.8%ETFPKWInvesco BuyBack Achievers ETF$1,339,658$44,247 ▼-3.2%11,4750.8%ETFMETAMeta Platforms$1,323,353$154,482 ▼-10.5%1,9360.8%Computer and TechnologyAMZNAmazon.com$1,287,135$309,060 ▼-19.4%5,9430.8%Retail/WholesaleGOOGLAlphabet$1,158,088$161,694 ▼-12.3%6,4460.7%Computer and TechnologyREZiShares Residential and Multisector Real Estate ETF$1,142,536$20,293 ▲1.8%13,5690.7%ETFSRVRPacer Data & Infrastructure Real Estate ETF$1,138,470$38,277 ▲3.5%36,2570.7%ETFVNQVanguard Real Estate ETF$1,101,025$24,467 ▲2.3%12,0150.7%ETFXLREReal Estate Select Sector SPDR Fund$1,089,956$27,407 ▲2.6%25,8100.7%ETFMORTVanEck Mortgage REIT Income ETF$1,087,407$59,553 ▲5.8%94,4750.7%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,044,248$159,103 ▼-13.2%26,8440.6%ManufacturingMSFTMicrosoft$1,043,620$97,546 ▼-8.5%2,5570.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$993,381$253,747 ▼-20.3%5,0110.6%Computer and TechnologyBKNGBooking$978,165$354,335 ▼-26.6%1960.6%Retail/WholesaleITBiShares U.S. Home Construction ETF$956,261$28,903 ▲3.1%9,7270.6%ETFIDRViShares Self-Driving EV and Tech ETF$944,965$5,236 ▲0.6%30,5020.6%ETFSCHWCharles Schwab$903,904$80,360 ▼-8.2%11,2370.5%FinanceMAMastercard$887,556$90,874 ▼-9.3%1,5920.5%Business ServicesVVisa$798,831$81,905 ▼-9.3%2,2920.5%Business ServicesIQVIQVIA$772,184$87,305 ▼-10.2%4,0420.5%MedicalSBUXStarbucks$684,134$80,460 ▼-10.5%6,1220.4%Retail/WholesaleCHKPCheck Point Software Technologies$680,102$101,029 ▼-12.9%3,1370.4%Computer and TechnologyELVElevance Health$656,596$87,418 ▲15.4%1,7050.4%MedicalDISWalt Disney$652,721$68,564 ▲11.7%6,0070.4%Consumer DiscretionaryCRMSalesforce$569,412$61,031 ▼-9.7%1,8380.3%Computer and TechnologyKMXCarMax$546,135$61,710 ▼-10.2%6,6110.3%Retail/WholesaleAAPLApple$535,391$66,555 ▼-11.1%2,1800.3%Computer and TechnologyADBEAdobe$532,295$84,421 ▲18.8%1,1980.3%Computer and TechnologyVGLTVanguard Long-Term Treasury Index ETF$526,841$526,841 ▲New Holding9,2950.3%ETFCORCencora$526,559$97,779 ▼-15.7%2,1810.3%MedicalDEODiageo$501,761$50,287 ▼-9.1%4,5400.3%Consumer StaplesADSKAutodesk$456,570$7,410 ▼-1.6%1,6020.3%Computer and TechnologyQCOMQUALCOMM$451,293$45,162 ▼-9.1%2,7280.3%Computer and TechnologyCOSTCostco Wholesale$442,6010.0%4280.3%Retail/WholesaleFIFiserv$428,900$58,317 ▼-12.0%1,8460.3%Business ServicesAPDAir Products and Chemicals$397,589$84,600 ▼-17.5%1,2830.2%Basic MaterialsWPCW. P. Carey$338,6530.0%5,4940.2%FinanceAMATApplied Materials$338,457$338,457 ▲New Holding1,9680.2%Computer and TechnologyARIApollo Commercial Real Estate Finance$331,0540.0%33,6440.2%FinanceUNHUnitedHealth Group$325,561$66,232 ▼-16.9%6980.2%MedicalNLYAnnaly Capital Management$306,2490.0%14,1590.2%FinanceQQQInvesco QQQ$288,837$188,875 ▼-39.5%5490.2%FinancePMPhilip Morris International$279,015$8,647 ▼-3.0%1,8070.2%Consumer StaplesABRArbor Realty Trust$264,0190.0%22,0020.2%FinanceVEEVVeeva Systems$251,756$18,063 ▼-6.7%1,1150.2%MedicalECLEcolab$248,279$24,087 ▼-8.8%9380.2%Basic MaterialsCVXChevron$246,4530.0%1,5710.1%Oils/EnergyIVViShares Core S&P 500 ETF$237,409$3,615 ▲1.5%3940.1%ETFICVTiShares Convertible Bond ETF$216,303$216,303 ▲New Holding2,4760.1%ETFDHCDiversified Healthcare Trust$168,547$6,741 ▼-3.8%67,9630.1%FinanceRCReady Capital$122,1870.0%18,1830.1%FinanceOPIOffice Properties Income Trust$16,2840.0%18,6680.0%FinanceIRMIron Mountain$0$1,061,056 ▼-100.0%00.0%Business ServicesVGTVanguard Information Technology ETF$0$217,279 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$203,430 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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