HoldingsChannel.com
| Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD BD INDEX FDS (BND) |
248,910 | -2,106 | $18,412 |
| BND | 248,910 | -2,106 | $18,412 |
| VANGUARD INDEX FDS (VTI) |
77,187 | -1,231 | $15,441 |
| VTI | 77,187 | -1,231 | $15,441 |
| VANGUARD BD INDEX FDS (BSV) |
84,396 | -1,850 | $6,414 |
| BSV | 84,396 | -1,850 | $6,414 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
80,069 | +20,393 | $4,786 |
| VGIT | 80,069 | +20,393 | $4,786 |
| VANGUARD TAX MANAGED FDS (VEA) |
100,313 | +1,512 | $4,516 |
| VEA | 100,313 | +1,512 | $4,516 |
| VANGUARD INDEX FDS (VO) |
20,988 | +484 | $4,506 |
| VO | 20,988 | +484 | $4,506 |
| VANGUARD INDEX FDS (VTV) |
27,056 | +225 | $3,910 |
| VTV | 27,056 | +225 | $3,910 |
| ISHARES TR (EFV) |
79,426 | +2,884 | $3,893 |
| EFV | 79,426 | +2,884 | $3,893 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
71,721 | +16,126 | $3,365 |
| VMBS | 71,721 | +16,126 | $3,365 |
| VANECK ETF TRUST (EMLC) |
127,310 | +1,369 | $3,222 |
| EMLC | 127,310 | +1,369 | $3,222 |
| J P MORGAN EXCHANGE TRADED F (BBJP) |
63,502 | +1,320 | $2,971 |
| BBJP | 63,502 | +1,320 | $2,971 |
| ISHARES TR (EWU) |
88,757 | +2,007 | $2,895 |
| EWU | 88,757 | +2,007 | $2,895 |
| VANGUARD BD INDEX FDS (BLV) |
31,359 | +4,591 | $2,428 |
| BLV | 31,359 | +4,591 | $2,428 |
| ISHARES TR (IVV) |
5,987 | +1,165 | $2,397 |
| IVV | 5,987 | +1,165 | $2,397 |
| ISHARES TR (AGG) |
22,544 | +1,737 | $2,253 |
| AGG | 22,544 | +1,737 | $2,253 |
| SCHWAB STRATEGIC TR |
37,217 | -3,371 | $1,958 |
| SCHP | 37,217 | -3,371 | $1,958 |
| ISHARES TR (USHY) |
50,175 | +35 | $1,805 |
| USHY | 50,175 | +35 | $1,805 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
20,445 | +230 | $1,640 |
| VCIT | 20,445 | +230 | $1,640 |
| SPDR SER TR (SLYV) |
19,714 | +247 | $1,583 |
| SLYV | 19,714 | +247 | $1,583 |
| SCHWAB STRATEGIC TR |
59,078 | +9,125 | $1,573 |
| FNDE | 59,078 | +9,125 | $1,573 |
| VANGUARD WORLD FDS (VFH) |
17,265 | +348 | $1,513 |
| VFH | 17,265 | +348 | $1,513 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
35,700 | -649 | $1,504 |
| VWO | 35,700 | -649 | $1,504 |
| ISHARES TR (EMB) |
15,956 | +507 | $1,401 |
| EMB | 15,956 | +507 | $1,401 |
| FIDELITY COVINGTON TRUST |
29,121 | +556 | $1,315 |
| FSTA | 29,121 | +556 | $1,315 |
| ISHARES TR (IXC) |
31,353 | +513 | $1,259 |
| IXC | 31,353 | +513 | $1,259 |
| ISHARES INC (EWG) |
44,344 | +781 | $1,232 |
| EWG | 44,344 | +781 | $1,232 |
| ISHARES TR (IWD) |
7,546 | -537 | $1,196 |
| IWD | 7,546 | -537 | $1,196 |
| ISHARES TR (DGRO) |
20,626 | -3,551 | $1,060 |
| DGRO | 20,626 | -3,551 | $1,060 |
| ISHARES TR (ISTB) |
17,933 | +2,329 | $843 |
| ISTB | 17,933 | +2,329 | $843 |
| ISHARES TR (IEFA) |
12,329 | -1,920 | $815 |
| IEFA | 12,329 | -1,920 | $815 |
| ISHARES TR (MBB) |
7,988 | -7,562 | $764 |
| MBB | 7,988 | -7,562 | $764 |
| ESSENTIAL PPTYS RLTY TR INC |
27,577 | -2,452 | $674 |
| EPRT | 27,577 | -2,452 | $674 |
| DBX ETF TR (DBEF) |
18,717 | +3,087 | $640 |
| DBEF | 18,717 | +3,087 | $640 |
| SCHWAB STRATEGIC TR |
12,006 | -26,573 | $604 |
| SCHR | 12,006 | -26,573 | $604 |
| VANGUARD WORLD FD (MGV) |
5,644 | +5 | $595 |
| MGV | 5,644 | +5 | $595 |
| SPDR SER TR (CWB) |
8,737 | -1,051 | $586 |
| CWB | 8,737 | -1,051 | $586 |
| VANGUARD WORLD FDS (VDC) |
2,920 | +22 | $564 |
| VDC | 2,920 | +22 | $564 |
| SCHWAB STRATEGIC TR |
8,011 | -494 | $561 |
| SCHM | 8,011 | -494 | $561 |
| SPDR SER TR (TIPX) |
29,794 | +6,762 | $556 |
| TIPX | 29,794 | +6,762 | $556 |
| ISHARES TR (IXUS) |
8,342 | -451 | $519 |
| IXUS | 8,342 | -451 | $519 |
| SPDR INDEX SHS FDS (SPEM) |
14,394 | +1,259 | $512 |
| SPEM | 14,394 | +1,259 | $512 |
| VANGUARD INDEX FDS (VB) |
2,553 | -367 | $501 |
| VB | 2,553 | -367 | $501 |
| SPDR SER TR (SPSM) |
12,380 | +265 | $491 |
| SPSM | 12,380 | +265 | $491 |
| ISHARES INC (EWW) |
8,294 | +234 | $470 |
| EWW | 8,294 | +234 | $470 |
| WP CAREY INC |
5,630 | +69 | $468 |
| WPC | 5,630 | +69 | $468 |
| ETF SER SOLUTIONS (HOMZ) |
13,252 | -2,531 | $458 |
| HOMZ | 13,252 | -2,531 | $458 |
| APPLE INC |
3,351 | +9 | $452 |
| AAPL | 3,351 | +9 | $452 |
| IRON MTN INC DEL |
8,524 | +99 | $449 |
| IRM | 8,524 | +99 | $449 |
| ISHARES TR (CNYA) |
12,562 | -429 | $427 |
| CNYA | 12,562 | -429 | $427 |
| FRANKLIN TEMPLETON ETF TR (FLGB) |
16,550 | -172 | $404 |
| FLGB | 16,550 | -172 | $404 |
See Full List: All Stocks Held By H&H Retirement Design & Management INC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By H&H Retirement Design & Management INC
|
Size ($ in 1000's)
At 12/31/2022: $118,474 At 09/30/2022: $106,178 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 |
