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 $182.18 million in total holdings as of June 30, 2025.H&H Retirement Design & Management Inc owns shares of 81 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.04% of the portfolio was purchased this quarter.About 0.52% 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 57 stocks.H&H Retirement Design & Management Inc sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Bloomberg Convertible Securities ETF $34,872,008Vanguard Extended Duration Treasury ETF $11,719,070iShares TIPS Bond ETF $7,974,412Vanguard Long-Term Bond ETF $7,440,550Vanguard Long-Term Corporate Bond ETF $7,421,656 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $525,151 Holding19260Q107 - Coinbase Global $496,356 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $426,207 Holding76655K103 - Rigetti Computing $381,096 Holding464287846 - iShares Dow Jones U.S. ETF $348,195 Holding Largest Purchases this Quarter SPDR Bloomberg Convertible Securities ETF 27,962 shares (about $2.38M)Vanguard Extended Duration Treasury ETF 20,355 shares (about $1.31M)Vanguard Long-Term Bond ETF 11,240 shares (about $767.13K)Vanguard Long-Term Corporate Bond ETF 8,607 shares (about $643.89K)Health Care Select Sector SPDR Fund 4,357 shares (about $571.16K) Largest Sales this Quarter Meta Platforms 321 shares (about $228.87K)Vanguard Long-Term Treasury ETF 4,089 shares (about $224.25K)Mastercard 294 shares (about $163.08K)Visa 214 shares (about $75.09K)Taiwan Semiconductor Manufacturing 160 shares (about $38.22K) 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$34,872,008$2,375,652 ▲7.3%410,45219.1%ETFEDVVanguard Extended Duration Treasury ETF$11,719,070$1,305,368 ▲12.5%182,7396.4%ETFTIPiShares TIPS Bond ETF$7,974,412$505,027 ▲6.8%72,5084.4%ETFBLVVanguard Long-Term Bond ETF$7,440,550$767,130 ▲11.5%109,0194.1%ETFVCLTVanguard Long-Term Corporate Bond ETF$7,421,656$643,888 ▲9.5%99,2074.1%ManufacturingDLNWisdomTree U.S. LargeCap Dividend Fund$6,083,182$472,745 ▲8.4%73,0893.3%FinanceXLPConsumer Staples Select Sector SPDR Fund$6,048,914$523,454 ▲9.5%74,7893.3%ETFXLIIndustrial Select Sector SPDR Fund$5,955,088$399,396 ▲7.2%39,5273.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$5,779,657$533,590 ▲10.2%108,9883.2%ManufacturingDESWisdomTree U.S. SmallCap Dividend Fund$5,570,983$545,271 ▲10.8%171,8383.1%FinanceXLVHealth Care Select Sector SPDR Fund$5,104,172$571,165 ▲12.6%38,9362.8%ETFXLBMaterials Select Sector SPDR Fund$4,955,170$408,420 ▲9.0%54,6452.7%ETFXLKTechnology Select Sector SPDR Fund$4,932,054$284,220 ▲6.1%18,8802.7%ETFXLEEnergy Select Sector SPDR Fund$4,560,547$463,634 ▲11.3%53,6092.5%ETFXLUUtilities Select Sector SPDR Fund$4,444,399$222,149 ▲5.3%52,8972.4%ETFPRFInvesco RAFI US 1000 ETF$3,728,727$266,020 ▲7.7%87,3242.0%ETFIWBiShares Russell 1000 ETF$3,489,121$225,584 ▲6.9%10,1001.9%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,372,333$275,894 ▲8.9%15,1081.9%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,181,935$121,125 ▲5.9%41,4501.2%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,918,097$225,293 ▲13.3%38,2781.1%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$1,774,164$148,568 ▲9.1%17,2201.0%ETFPIDInvesco International Dividend Achievers ETF$1,652,994$134,990 ▲8.9%79,7780.9%ManufacturingBSVVanguard Short-Term Bond ETF$1,602,519$70,432 ▲4.6%20,4320.9%ETFSDYSPDR S&P Dividend ETF$1,597,285$199,851 ▲14.3%11,5410.9%ETFXLFFinancial Select Sector SPDR Fund$1,565,203$58,362 ▲3.9%29,8760.9%ETFPKWInvesco BuyBack Achievers ETF$1,535,930$108,529 ▲7.6%12,2700.8%ETFMSFTMicrosoft$1,506,453$198,446 ▲15.2%2,9530.8%Computer and TechnologyAMZNAmazon.com$1,391,392$24,994 ▲1.8%6,0680.8%Retail/WholesaleGOOGLAlphabet$1,347,693$122,811 ▲10.0%7,0890.7%Computer and TechnologySRVRPacer Data & Infrastructure Real Estate ETF$1,266,216$67,316 ▲5.6%38,3350.7%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,207,873$75,429 ▲6.7%28,5680.7%ManufacturingREZiShares Residential and Multisector Real Estate ETF$1,199,204$78,542 ▲7.0%14,3980.7%ETFVNQVanguard Real Estate ETF$1,179,071$75,498 ▲6.8%13,0560.6%ETFXLREReal Estate Select Sector SPDR Fund$1,166,886$86,352 ▲8.0%27,7830.6%ETFTSMTaiwan Semiconductor Manufacturing$1,158,661$38,216 ▼-3.2%4,8510.6%Computer and TechnologyMETAMeta Platforms$1,152,929$228,875 ▼-16.6%1,6170.6%Computer and TechnologyMORTVanEck Mortgage REIT Income ETF$1,142,703$151,454 ▲15.3%109,4540.6%ETFSCHWCharles Schwab$1,110,379$28,780 ▲2.7%11,5360.6%FinanceBKNGBooking$1,108,873$5,687 ▼-0.5%1950.6%Retail/WholesaleIDRViShares Self-Driving EV and Tech ETF$1,095,099$67,178 ▲6.5%32,5050.6%ETFITBiShares U.S. Home Construction ETF$1,060,367$125,340 ▲13.4%11,1840.6%ETFIQVIQVIA$850,277$207,761 ▲32.3%5,3490.5%MedicalDISWalt Disney$748,966$21,510 ▲3.0%6,1980.4%Consumer DiscretionaryVVisa$728,091$75,090 ▼-9.3%2,0750.4%Business ServicesMAMastercard$721,665$163,082 ▼-18.4%1,3010.4%Business ServicesAAPLApple$677,127$212,678 ▲45.8%3,1870.4%Computer and TechnologyIVViShares Core S&P 500 ETF$665,716$416,862 ▲167.5%1,0540.4%ETFAMATApplied Materials$584,899$16,370 ▲2.9%3,0370.3%Computer and TechnologySBUXStarbucks$564,983$3,058 ▼-0.5%6,0970.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$525,151$525,151 ▲New Holding1,6970.3%ETFELVElevance Health$520,668$49,219 ▲10.4%1,8830.3%MedicalABNBAirbnb$504,784$9,113 ▼-1.8%3,6560.3%Consumer DiscretionaryCOINCoinbase Global$496,356$496,356 ▲New Holding1,2000.3%FinanceCRMSalesforce$489,618$7,081 ▲1.5%1,8670.3%Computer and TechnologyDEODiageo$487,426$23,211 ▲5.0%4,7670.3%Consumer StaplesADSKAutodesk$472,256$590 ▼-0.1%1,6000.3%Computer and TechnologyADBEAdobe$464,012$23,532 ▲5.3%1,2620.3%Computer and TechnologyQCOMQUALCOMM$443,562$9,857 ▲2.3%2,7900.2%Computer and TechnologyCHKPCheck Point Software Technologies$441,940$9,351 ▲2.2%1,9850.2%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$426,207$426,207 ▲New Holding5,5940.2%ETFKMXCarMax$420,209$13,831 ▲3.4%6,8360.2%Retail/WholesaleCOSTCostco Wholesale$406,144$947 ▼-0.2%4290.2%Retail/WholesaleCORCencora$394,685$4,974 ▼-1.2%1,3490.2%MedicalAPDAir Products and Chemicals$389,205$11,750 ▲3.1%1,3250.2%Basic MaterialsRGTIRigetti Computing$381,096$381,096 ▲New Holding23,7000.2%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$348,195$348,195 ▲New Holding2,2700.2%ETFWPCW.P. Carey$339,6970.0%5,4940.2%FinanceFIFiserv$324,136$19,028 ▲6.2%1,9590.2%Business ServicesARIApollo Commercial Real Estate Finance$322,3550.0%33,2330.2%FinanceQQQInvesco QQQ$318,776$9,027 ▲2.9%5650.2%FinanceVEEVVeeva Systems$316,406$2,529 ▲0.8%1,1260.2%MedicalNLYAnnaly Capital Management$277,095$3,992 ▲1.5%13,8830.2%FinanceECLEcolab$259,519$5,898 ▲2.3%9680.1%Basic MaterialsABRArbor Realty Trust$248,3980.0%22,0020.1%FinanceBRK.BBerkshire Hathaway$243,847$243,847 ▲New Holding5140.1%FinanceVGLTVanguard Long-Term Treasury ETF$242,679$224,252 ▼-48.0%4,4250.1%ETFCVXChevron$235,082$748 ▼-0.3%1,5710.1%EnergyDHCDiversified Healthcare Trust$232,4320.0%67,9630.1%FinanceUNHUnitedHealth Group$218,467$20,887 ▲10.6%7740.1%MedicalRCReady Capital$73,6500.0%17,4530.0%FinanceOPIOffice Properties Income Trust$4,5830.0%18,6680.0%FinanceICVTiShares Convertible Bond ETF$0$200,804 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. 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