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 $150.24 million in total holdings as of March 31, 2025.H&H Retirement Design & Management Inc owns shares of 76 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 0.76% of the portfolio was purchased this quarter.About 0.87% 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 33 stocks.H&H Retirement Design & Management Inc sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Bloomberg Convertible Securities ETF $28,273,693Vanguard Extended Duration Treasury ETF $10,470,520iShares TIPS Bond ETF $7,366,866Vanguard Long-Term Bond ETF $6,551,193Vanguard Long-Term Corporate Bond ETF $6,545,850 Largest New Holdings this Quarter 009066101 - Airbnb $415,412 Holding Largest Purchases this Quarter Airbnb 3,722 shares (about $415.41K)SPDR Bloomberg Convertible Securities ETF 2,258 shares (about $166.91K)Applied Materials 984 shares (about $133.39K)Vanguard Long-Term Corporate Bond ETF 1,262 shares (about $91.18K)Health Care Select Sector SPDR Fund 401 shares (about $53.16K) Largest Sales this Quarter Check Point Software Technologies 1,194 shares (about $247.59K)Cencora 815 shares (about $229.15K)iShares 5-10 Year Investment Grade Corporate Bond ETF 3,160 shares (about $162.80K)iShares TIPS Bond ETF 745 shares (about $80.81K)Vanguard Extended Duration Treasury ETF 734 shares (about $47.33K) 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$28,273,693$166,912 ▲0.6%382,49018.8%ETFEDVVanguard Extended Duration Treasury ETF$10,470,520$47,328 ▼-0.4%162,3847.0%ETFTIPiShares TIPS Bond ETF$7,366,866$80,810 ▼-1.1%67,9164.9%ETFBLVVanguard Long-Term Bond ETF$6,551,193$41,071 ▲0.6%97,7794.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$6,545,850$91,180 ▲1.4%90,6004.4%ManufacturingXLPConsumer Staples Select Sector SPDR Fund$5,539,810$3,081 ▼-0.1%68,3173.7%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,096,655$162,803 ▼-3.1%98,9263.4%ManufacturingDLNWisdomTree U.S. LargeCap Dividend Fund$4,941,080$32,179 ▼-0.6%67,4093.3%FinanceXLVHealth Care Select Sector SPDR Fund$4,584,189$53,161 ▲1.2%34,5793.1%ETFXLIIndustrial Select Sector SPDR Fund$4,516,929$17,026 ▲0.4%36,8763.0%ETFDESWisdomTree U.S. SmallCap Dividend Fund$4,501,757$36,794 ▲0.8%155,0193.0%FinanceXLBMaterials Select Sector SPDR Fund$3,987,204$16,143 ▲0.4%50,1412.7%ETFXLEEnergy Select Sector SPDR Fund$3,822,342$22,858 ▲0.6%48,1592.5%ETFXLUUtilities Select Sector SPDR Fund$3,815,695$11,314 ▲0.3%50,2532.5%ETFXLKTechnology Select Sector SPDR Fund$3,342,813$32,692 ▲1.0%17,7922.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$3,000,482$10,841 ▲0.4%81,0942.0%ETFIWBiShares Russell 1000 ETF$2,664,918$16,925 ▲0.6%9,4471.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,503,188$18,225 ▲0.7%13,8721.7%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,037,314$33,149 ▼-1.6%39,1491.4%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,682,027$22,804 ▼-1.3%33,7821.1%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$1,620,874$41,811 ▼-2.5%15,7781.1%ETFBSVVanguard Short-Term Bond ETF$1,527,950$7,587 ▼-0.5%19,5341.0%ETFPIDInvesco International Dividend Achievers ETF$1,387,601$18,315 ▼-1.3%73,2630.9%ManufacturingXLFFinancial Select Sector SPDR Fund$1,312,977$10,956 ▼-0.8%28,7620.9%ETFSDYSPDR S&P Dividend ETF$1,286,301$13,759 ▼-1.1%10,0970.9%ETFPKWInvesco BuyBack Achievers ETF$1,171,696$7,398 ▼-0.6%11,4030.8%ETFREZiShares Residential and Multisector Real Estate ETF$1,086,516$9,206 ▼-0.8%13,4550.7%ETFSRVRPacer Data & Infrastructure Real Estate ETF$1,043,902$1,150 ▲0.1%36,2970.7%ETFVNQVanguard Real Estate ETF$1,039,039$17,431 ▲1.7%12,2200.7%ETFXLREReal Estate Select Sector SPDR Fund$1,019,046$3,288 ▼-0.3%25,7270.7%ETFAMZNAmazon.com$997,060$2,677 ▲0.3%5,9590.7%Retail/WholesaleGOOGLAlphabet$951,438$443 ▼0.0%6,4430.6%Computer and TechnologyMETAMeta Platforms$939,271$969 ▲0.1%1,9380.6%Computer and TechnologyMSFTMicrosoft$920,632$2,513 ▲0.3%2,5640.6%Computer and TechnologyMORTVanEck Mortgage REIT Income ETF$895,350$4,451 ▲0.5%94,9470.6%ETFBKNGBooking$869,7750.0%1960.6%Retail/WholesaleITBiShares U.S. Home Construction ETF$862,728$11,810 ▲1.4%9,8620.6%ETFSCHWCharles Schwab$842,2130.0%11,2370.6%FinanceIDRViShares Self-Driving EV and Tech ETF$818,927$242 ▲0.0%30,5110.5%ETFMAMastercard$812,365$1,528 ▲0.2%1,5950.5%Business ServicesIRBOiShares Robotics and Artificial Intelligence Multisector ETF$775,945$1,738 ▼-0.2%26,7840.5%ManufacturingTSMTaiwan Semiconductor Manufacturing$740,9260.0%5,0110.5%Computer and TechnologyVVisa$732,709$960 ▼-0.1%2,2890.5%Business ServicesELVElevance Health$693,4060.0%1,7050.5%MedicalIQVIQVIA$570,8110.0%4,0420.4%MedicalDISWalt Disney$505,680$1,092 ▲0.2%6,0200.3%Consumer DiscretionaryDEODiageo$498,0380.0%4,5400.3%Consumer StaplesSBUXStarbucks$494,568$645 ▲0.1%6,1300.3%Retail/WholesaleVGLTVanguard Long-Term Treasury Index ETF$465,801$42,729 ▼-8.4%8,5140.3%ETFCRMSalesforce$434,718$473 ▲0.1%1,8400.3%Computer and TechnologyAAPLApple$422,320$1,159 ▲0.3%2,1860.3%Computer and TechnologyABNBAirbnb$415,412$415,412 ▲New Holding3,7220.3%Consumer DiscretionaryKMXCarMax$412,0640.0%6,6110.3%Retail/WholesaleCOSTCostco Wholesale$411,478$1,914 ▲0.5%4300.3%Retail/WholesaleADBEAdobe$411,1780.0%1,1980.3%Computer and TechnologyADSKAutodesk$407,3410.0%1,6020.3%Computer and TechnologyCHKPCheck Point Software Technologies$402,900$247,588 ▼-38.1%1,9430.3%Computer and TechnologyAMATApplied Materials$400,158$133,386 ▲50.0%2,9520.3%Computer and TechnologyCORCencora$384,065$229,146 ▼-37.4%1,3660.3%MedicalFIFiserv$382,556$415 ▼-0.1%1,8440.3%Business ServicesQCOMQUALCOMM$371,3900.0%2,7280.2%Computer and TechnologyWPCW. P. Carey$336,8400.0%5,4940.2%FinanceAPDAir Products and Chemicals$330,990$515 ▲0.2%1,2850.2%Basic MaterialsUNHUnitedHealth Group$297,731$851 ▲0.3%7000.2%MedicalARIApollo Commercial Real Estate Finance$271,510$3,358 ▼-1.2%33,2330.2%FinanceNLYAnnaly Capital Management$240,676$8,373 ▼-3.4%13,6830.2%FinanceABRArbor Realty Trust$238,4970.0%22,0020.2%FinanceQQQInvesco QQQ$237,7930.0%5490.2%FinanceVEEVVeeva Systems$234,659$420 ▲0.2%1,1170.2%MedicalECLEcolab$218,930$1,851 ▲0.9%9460.1%Basic MaterialsCVXChevron$210,700$668 ▲0.3%1,5760.1%EnergyIVViShares Core S&P 500 ETF$203,3500.0%3940.1%ETFICVTiShares Convertible Bond ETF$200,8040.0%2,4760.1%ETFDHCDiversified Healthcare Trust$151,5570.0%67,9630.1%FinanceRCReady Capital$76,268$3,190 ▼-4.0%17,4530.1%FinanceOPIOffice Properties Income Trust$6,3470.0%18,6680.0%FinancePMPhilip Morris International$0$279,015 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. 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