H&H Retirement Design & Management INC
Q2 2024 13F Holdings
- Locationlas vegas, NV
- Num holdings
87
- Value ($000)
$161,950
- Date Filed07/23/2024
- Form type13F-HR
- CIK0001802635
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SER TR | BBG CONV SEC ETF | 78464A359 | $27.45 M | 17 % | 372,953 | ||
EDV VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $11.89 M | 7 % | 162,096 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $6.96 M | 4 % | 64,925 | ||
BLV VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $6.44 M | 4 % | 90,558 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $6.25 M | 4 % | 81,299 | ||
IGIB ISHARES TR | ISHS 5-10YR INVT | 464288638 | $5.04 M | 3 % | 97,353 | ||
XLP SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | $5.01 M | 3 % | 64,096 | ||
DES WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | $5.00 M | 3 % | 146,674 | ||
DLN WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | $4.96 M | 3 % | 66,105 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $4.79 M | 3 % | 32,207 |
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