HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (CWB) |
439,412 | +271,365 | $31,572 |
| CWB | 439,412 | +271,365 | $31,572 |
| VANGUARD WORLD FD (EDV) |
189,882 | +189,882 | $14,330 |
| EDV | 189,882 | +189,882 | $14,330 |
| ISHARES TR (TIP) |
79,856 | -1,818 | $8,503 |
| TIP | 79,856 | -1,818 | $8,503 |
| VANGUARD BD INDEX FDS (BLV) |
103,982 | +103,982 | $7,463 |
| BLV | 103,982 | +103,982 | $7,463 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
94,147 | +94,147 | $7,297 |
| VCLT | 94,147 | +94,147 | $7,297 |
| ISHARES TR (IGIB) |
120,248 | -38,451 | $6,164 |
| IGIB | 120,248 | -38,451 | $6,164 |
| SELECT SECTOR SPDR TR (XLP) |
72,374 | +5,165 | $5,340 |
| XLP | 72,374 | +5,165 | $5,340 |
| SELECT SECTOR SPDR TR (XLV) |
35,519 | +756 | $5,119 |
| XLV | 35,519 | +756 | $5,119 |
| WISDOMTREE TR |
72,883 | +163 | $4,965 |
| DLN | 72,883 | +163 | $4,965 |
| WISDOMTREE TR |
159,981 | +3,626 | $4,927 |
| DES | 159,981 | +3,626 | $4,927 |
| SELECT SECTOR SPDR TR (XLI) |
41,159 | -834 | $4,806 |
| XLI | 41,159 | -834 | $4,806 |
| SELECT SECTOR SPDR TR (XLB) |
51,382 | +735 | $4,263 |
| XLB | 51,382 | +735 | $4,263 |
| SELECT SECTOR SPDR TR (XLE) |
49,333 | -126 | $4,174 |
| XLE | 49,333 | -126 | $4,174 |
| SELECT SECTOR SPDR TR (XLK) |
18,661 | -3,550 | $3,827 |
| XLK | 18,661 | -3,550 | $3,827 |
| SELECT SECTOR SPDR TR (XLU) |
59,187 | +9,148 | $3,554 |
| XLU | 59,187 | +9,148 | $3,554 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
92,826 | -3,183 | $3,342 |
| PRF | 92,826 | -3,183 | $3,342 |
| ISHARES TR (IWB) |
11,037 | -660 | $3,027 |
| IWB | 11,037 | -660 | $3,027 |
| SELECT SECTOR SPDR TR (XLY) |
16,020 | -1,171 | $2,862 |
| XLY | 16,020 | -1,171 | $2,862 |
| VANGUARD BD INDEX FDS (BSV) |
30,703 | -178,635 | $2,355 |
| BSV | 30,703 | -178,635 | $2,355 |
| ISHARES TR (IGSB) |
45,055 | +45,055 | $2,304 |
| IGSB | 45,055 | +45,055 | $2,304 |
| VANGUARD INDEX FDS (VTI) |
8,340 | -1 | $2,063 |
| VTI | 8,340 | -1 | $2,063 |
| VANGUARD MALVERN FDS (VTIP) |
38,983 | -314,009 | $1,852 |
| VTIP | 38,983 | -314,009 | $1,852 |
| ISHARES TR (STIP) |
18,484 | +18,484 | $1,823 |
| STIP | 18,484 | +18,484 | $1,823 |
| VANGUARD BD INDEX FDS (BND) |
23,667 | -9 | $1,714 |
| BND | 23,667 | -9 | $1,714 |
| SELECT SECTOR SPDR TR (XLF) |
32,845 | -1,203 | $1,280 |
| XLF | 32,845 | -1,203 | $1,280 |
| INVESCO EXCHANGE TRADED FD T (PKW) |
12,589 | -319 | $1,263 |
| PKW | 12,589 | -319 | $1,263 |
| SPDR SER TR (SDY) |
8,956 | +514 | $1,104 |
| SDY | 8,956 | +514 | $1,104 |
| INVESCO EXCHANGE TRADED FD T (PID) |
61,468 | +2,922 | $1,098 |
| PID | 61,468 | +2,922 | $1,098 |
| ISHARES TR (ITB) |
10,136 | +10,136 | $1,045 |
| ITB | 10,136 | +10,136 | $1,045 |
| VANGUARD INDEX FDS (VNQ) |
12,116 | -5,080 | $1,021 |
| VNQ | 12,116 | -5,080 | $1,021 |
| PACER FDS TR |
35,541 | +35,541 | $1,014 |
| SRVR | 35,541 | +35,541 | $1,014 |
| ISHARES TR (REZ) |
14,690 | -5,346 | $1,010 |
| REZ | 14,690 | -5,346 | $1,010 |
| SELECT SECTOR SPDR TR (XLRE) |
26,136 | +26,136 | $1,001 |
| XLRE | 26,136 | +26,136 | $1,001 |
| VANECK ETF TRUST (MORT) |
88,482 | +88,482 | $956 |
| MORT | 88,482 | +88,482 | $956 |
| ISHARES TR (IDRV) |
26,225 | +4,371 | $937 |
| IDRV | 26,225 | +4,371 | $937 |
| ISHARES TR (IRBO) |
26,479 | +687 | $884 |
| IRBO | 26,479 | +687 | $884 |
| IRON MTN INC DEL |
8,697 | UNCH | $596 |
| IRM | 8,697 | UNCH | $596 |
| VANGUARD TAX MANAGED FDS (VEA) |
11,470 | -87 | $544 |
| VEA | 11,470 | -87 | $544 |
| INVESCO QQQ TR |
1,224 | UNCH | $530 |
| QQQ | 1,224 | UNCH | $530 |
| VANGUARD INDEX FDS (VO) |
2,228 | UNCH | $521 |
| VO | 2,228 | UNCH | $521 |
| VANGUARD INDEX FDS (VTV) |
3,042 | UNCH | $464 |
| VTV | 3,042 | UNCH | $464 |
| APPLE INC |
2,444 | -13 | $460 |
| AAPL | 2,444 | -13 | $460 |
| ISHARES TR (EFV) |
9,003 | -163 | $458 |
| EFV | 9,003 | -163 | $458 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
7,288 | -13 | $427 |
| VGIT | 7,288 | -13 | $427 |
| J P MORGAN EXCHANGE TRADED F (BBJP) |
7,818 | -35 | $425 |
| BBJP | 7,818 | -35 | $425 |
| APOLLO COML REAL EST FIN INC |
33,644 | +1,081 | $395 |
| ARI | 33,644 | +1,081 | $395 |
| WP CAREY INC |
5,494 | +102 | $337 |
| WPC | 5,494 | +102 | $337 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
7,370 | +76 | $335 |
| VMBS | 7,370 | +76 | $335 |
| ARBOR REALTY TRUST INC |
22,002 | UNCH | $334 |
| ABR | 22,002 | UNCH | $334 |
| VANECK ETF TRUST (EMLC) |
13,048 | -28 | $323 |
| EMLC | 13,048 | -28 | $323 |
See Full List: All Stocks Held By H&H Retirement Design & Management INC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By H&H Retirement Design & Management INC
|
Size ($ in 1000's)
At 12/31/2023: $159,157 At 09/30/2023: $144,583 H&H Retirement Design & Management INC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from H&H Retirement Design & Management INC 13F filings. Link to 13F filings: SEC filings |
