H&H RETIREMENT DESIGN & MANAGEMENT INC Holdings

H&H RETIREMENT DESIGN & MANAGEMENT INC is an investment fund managing more than 106.18M US dollars. The largest holdings include Vanguard Total Bond Market Index Fund, Vanguard Total Stock Market Index Fund and Vanguard Short-Term Bond Index Fund. In Q3 2022 the fund bought assets of total value of -821K US dollars and sold assets of total value of 29.92M US dollars.

$106.17M

portfolio value

-6.00%

quarter

-17.11%

1 year

H&H RETIREMENT DESIGN & MANAGEMENT INC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q2 2020	10485000	4087000
Q3 2020	65084000	50769000
Q1 2021	39738000	457000
Q2 2021	803000	4082000
Q3 2021	1661000	2203000
Q4 2021	113706000	118057000
Q1 2022	5201000	16866000
Q2 2022	18088000	27718000
Q3 2022	-821000	29923000

H&H RETIREMENT DESIGN & MANAGEMENT INC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Vanguard Total Bond Market Index Fund Portfolio share: 16.58% Portfolio value: 17.60M Avg. open price: $85.07 Current price: $73.05 P/L: -14.13% Sold -13.59% shares Q3 2022	share	16.58%	17.60M	$85.07	$73.05	-14.13%	Sold -13.59% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 13.25% Portfolio value: 14.07M Avg. open price: $219.38 Current price: $201.97 P/L: -7.93% Sold -17.13% shares Q3 2022	share	13.25%	14.07M	$219.38	$201.97	-7.93%	Sold -17.13% shares Q3 2022
Vanguard Short-Term Bond Index Fund Portfolio share: 6.04% Portfolio value: 6.41M Avg. open price: $81.71 Current price: $75.5 P/L: -7.60% Sold -6.07% shares Q3 2022	share	6.04%	6.41M	$81.71	$75.5	-7.60%	Sold -6.07% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 3.60% Portfolio value: 3.82M Avg. open price: N/A Current price: $213.65 P/L: N/A Sold -16.12% shares Q3 2022	share	3.60%	3.82M	N/A	$213.65	N/A	Sold -16.12% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 3.38% Portfolio value: 3.58M Avg. open price: $50.48 Current price: $43.35 P/L: -14.14% Sold -15.55% shares Q3 2022	share	3.38%	3.58M	$50.48	$43.35	-14.14%	Sold -15.55% shares Q3 2022
Vanguard Intermediate-Term Treasury Index Fund Portfolio share: 3.24% Portfolio value: 3.43M Avg. open price: $66.53 Current price: $59.2 P/L: -11.02% Sold -17.56% shares Q3 2022	share	3.24%	3.43M	$66.53	$59.2	-11.02%	Sold -17.56% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 3.19% Portfolio value: 3.38M Avg. open price: N/A Current price: $144.47 P/L: N/A Sold -15.79% shares Q3 2022	share	3.19%	3.38M	N/A	$144.47	N/A	Sold -15.79% shares Q3 2022
ISHARES TR Portfolio share: 2.81% Portfolio value: 2.98M Avg. open price: N/A Current price: N/A P/L: N/A Sold -17.32% shares Q3 2022	share	2.81%	2.98M	N/A	N/A	N/A	Sold -17.32% shares Q3 2022
VanEck J.P. Morgan EM Local Currency Bond ETF Portfolio share: 2.67% Portfolio value: 2.83M Avg. open price: $28.59 Current price: $24.16 P/L: -15.49% Sold -10.51% shares Q3 2022	share	2.67%	2.83M	$28.59	$24.16	-15.49%	Sold -10.51% shares Q3 2022
JPMorgan BetaBuilders Japan ETF Portfolio share: 2.37% Portfolio value: 2.51M Avg. open price: N/A Current price: $46.02 P/L: N/A Sold -17.34% shares Q3 2022	share	2.37%	2.51M	N/A	$46.02	N/A	Sold -17.34% shares Q3 2022
Vanguard Mortgage-Backed Securities Index Fund Portfolio share: 2.31% Portfolio value: 2.45M Avg. open price: $52.79 Current price: $46.14 P/L: -12.61% Sold -13.42% shares Q3 2022	share	2.31%	2.45M	$52.79	$46.14	-12.61%	Sold -13.42% shares Q3 2022
iShares MSCI United Kingdom ETF Portfolio share: 2.15% Portfolio value: 2.27M Avg. open price: $33.14 Current price: $31.8 P/L: -4.04% Sold -16.63% shares Q3 2022	share	2.15%	2.27M	$33.14	$31.8	-4.04%	Sold -16.63% shares Q3 2022
Schwab U.S. TIPS ETF Portfolio share: 1.99% Portfolio value: 2.10M Avg. open price: $59.15 Current price: $53.35 P/L: -9.81% Sold -10.34% shares Q3 2022	share	1.99%	2.10M	$59.15	$53.35	-9.81%	Sold -10.34% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 1.86% Portfolio value: 1.97M Avg. open price: N/A Current price: $98.66 P/L: N/A Sold -0.98% shares Q3 2022	share	1.86%	1.97M	N/A	$98.66	N/A	Sold -0.98% shares Q3 2022
Schwab Intermediate-Term U.S. Treasury ETF Portfolio share: 1.76% Portfolio value: 1.87M Avg. open price: N/A Current price: $49.8 P/L: N/A Sold -2.80% shares Q3 2022	share	1.76%	1.87M	N/A	$49.8	N/A	Sold -2.80% shares Q3 2022
Vanguard Long-Term Bond Fund Portfolio share: 1.75% Portfolio value: 1.86M Avg. open price: $102.89 Current price: $76.12 P/L: -26.02% Sold -12.36% shares Q3 2022	share	1.75%	1.86M	$102.89	$76.12	-26.02%	Sold -12.36% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 1.63% Portfolio value: 1.73M Avg. open price: $289.29 Current price: $404.25 P/L: +39.74% Bought +9.74% shares Q3 2022	share	1.63%	1.73M	$289.29	$404.25	+39.74%	Bought +9.74% shares Q3 2022
ISHARES TR Portfolio share: 1.59% Portfolio value: 1.68M Avg. open price: N/A Current price: N/A P/L: N/A Sold -9.00% shares Q3 2022	share	1.59%	1.68M	N/A	N/A	N/A	Sold -9.00% shares Q3 2022
Vanguard Intermediate-Term Corporate Bond Index Fund Portfolio share: 1.42% Portfolio value: 1.50M Avg. open price: $92.89 Current price: $78.86 P/L: -15.10% Sold -16.20% shares Q3 2022	share	1.42%	1.50M	$92.89	$78.86	-15.10%	Sold -16.20% shares Q3 2022
iShares MBS ETF Portfolio share: 1.32% Portfolio value: 1.39M Avg. open price: N/A Current price: $94.08 P/L: N/A Sold -2.75% shares Q3 2022	share	1.32%	1.39M	N/A	$94.08	N/A	Sold -2.75% shares Q3 2022
SPDR S&P 600 Small Cap Value ETF Portfolio share: 1.27% Portfolio value: 1.35M Avg. open price: $84.91 Current price: $78.27 P/L: -7.82% Sold -19.03% shares Q3 2022	share	1.27%	1.35M	$84.91	$78.27	-7.82%	Sold -19.03% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 1.22% Portfolio value: 1.29M Avg. open price: $49.59 Current price: $40.42 P/L: -18.49% Sold -12.20% shares Q3 2022	share	1.22%	1.29M	$49.59	$40.42	-18.49%	Sold -12.20% shares Q3 2022
Vanguard Financials Index Fund Portfolio share: 1.22% Portfolio value: 1.29M Avg. open price: $96.67 Current price: $86.07 P/L: -10.97% Sold -15.07% shares Q3 2022	share	1.22%	1.29M	$96.67	$86.07	-10.97%	Sold -15.07% shares Q3 2022
iShares J.P. Morgan USD Emerging Markets Bond ETF Portfolio share: 1.13% Portfolio value: 1.20M Avg. open price: $109.2 Current price: $86.52 P/L: -20.77% Sold -18.07% shares Q3 2022	share	1.13%	1.20M	$109.2	$86.52	-20.77%	Sold -18.07% shares Q3 2022
Fidelity MSCI Consumer Staples Index ETF Portfolio share: 1.09% Portfolio value: 1.16M Avg. open price: $46.37 Current price: $46.57 P/L: +0.43% Sold -24.82% shares Q3 2022	share	1.09%	1.16M	$46.37	$46.57	+0.43%	Sold -24.82% shares Q3 2022
Schwab Fundamental Emerging Markets Large Company Index ETF Portfolio share: 1.09% Portfolio value: 1.15M Avg. open price: N/A Current price: $26.08 P/L: N/A Sold -20.10% shares Q3 2022	share	1.09%	1.15M	N/A	$26.08	N/A	Sold -20.10% shares Q3 2022
iShares Global Energy ETF Portfolio share: 1.05% Portfolio value: 1.11M Avg. open price: N/A Current price: $40.51 P/L: N/A Sold -25.36% shares Q3 2022	share	1.05%	1.11M	N/A	$40.51	N/A	Sold -25.36% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 1.05% Portfolio value: 1.11M Avg. open price: $109.72 Current price: $156.95 P/L: +43.05% Sold -0.57% shares Q3 2022	share	1.05%	1.11M	$109.72	$156.95	+43.05%	Sold -0.57% shares Q3 2022
iShares Core Dividend Growth ETF Portfolio share: 1.03% Portfolio value: 1.08M Avg. open price: $36.6 Current price: $51.58 P/L: +40.93% Sold -14.92% shares Q3 2022	share	1.03%	1.08M	$36.6	$51.58	+40.93%	Sold -14.92% shares Q3 2022
iShares MSCI Germany ETF Portfolio share: 0.82% Portfolio value: 876K Avg. open price: $32.78 Current price: $25.53 P/L: -22.12% Sold -16.22% shares Q3 2022	share	0.82%	876K	$32.78	$25.53	-22.12%	Sold -16.22% shares Q3 2022
ISHARES TR Portfolio share: 0.71% Portfolio value: 750K Avg. open price: N/A Current price: N/A P/L: N/A Sold -8.88% shares Q3 2022	share	0.71%	750K	N/A	N/A	N/A	Sold -8.88% shares Q3 2022
iShares Core 1-5 Year USD Bond ETF Portfolio share: 0.67% Portfolio value: 714K Avg. open price: N/A Current price: $46.64 P/L: N/A Sold -3.16% shares Q3 2022	share	0.67%	714K	N/A	$46.64	N/A	Sold -3.16% shares Q3 2022
SPDR Bloomberg Convertible Securities ETF Portfolio share: 0.58% Portfolio value: 616K Avg. open price: $63.28 Current price: $66.76 P/L: +5.50% Sold -5.68% shares Q3 2022	share	0.58%	616K	$63.28	$66.76	+5.50%	Sold -5.68% shares Q3 2022
REIT—Diversified Essential Properties Realty Trust, Inc. Portfolio share: 0.54% Portfolio value: 576K Avg. open price: $17.65 Current price: $23.46 P/L: +32.93% Bought +1.07% shares Q3 2022	share	0.54%	576K	$17.65	$23.46	+32.93%	Bought +1.07% shares Q3 2022
Xtrackers MSCI EAFE Hedged Equity ETF Portfolio share: 0.50% Portfolio value: 531K Avg. open price: N/A Current price: $37.98 P/L: N/A Sold -22.91% shares Q3 2022	share	0.50%	531K	N/A	$37.98	N/A	Sold -22.91% shares Q3 2022
Vanguard Mega Cap Value Index Fund Portfolio share: 0.49% Portfolio value: 520K Avg. open price: N/A Current price: $105.68 P/L: N/A Sold -6.09% shares Q3 2022	share	0.49%	520K	N/A	$105.68	N/A	Sold -6.09% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 0.49% Portfolio value: 519K Avg. open price: $74.43 Current price: $68.88 P/L: -7.46% Bought +7.06% shares Q3 2022	share	0.49%	519K	$74.43	$68.88	-7.46%	Bought +7.06% shares Q3 2022
Vanguard Consumer Staples Fund Portfolio share: 0.48% Portfolio value: 505K Avg. open price: N/A Current price: $197.49 P/L: N/A Sold -5.54% shares Q3 2022	share	0.48%	505K	N/A	$197.49	N/A	Sold -5.54% shares Q3 2022
Vanguard Small Cap Index Fund Portfolio share: 0.48% Portfolio value: 505K Avg. open price: $178.05 Current price: $192.89 P/L: +8.33% Sold -3.31% shares Q3 2022	share	0.48%	505K	$178.05	$192.89	+8.33%	Sold -3.31% shares Q3 2022
The Hoya Capital Housing ETF Portfolio share: 0.44% Portfolio value: 466K Avg. open price: $28.21 Current price: $33.48 P/L: +18.68% Sold -9.92% shares Q3 2022	share	0.44%	466K	$28.21	$33.48	+18.68%	Sold -9.92% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.44% Portfolio value: 462K Avg. open price: $122.36 Current price: $146.89 P/L: +20.05% Sold -27.05% shares Q3 2022	share	0.44%	462K	$122.36	$146.89	+20.05%	Sold -27.05% shares Q3 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.42% Portfolio value: 447K Avg. open price: $25.38 Current price: $24.82 P/L: -2.23% Bought +2.60% shares Q3 2022	share	0.42%	447K	$25.38	$24.82	-2.23%	Bought +2.60% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 0.42% Portfolio value: 445K Avg. open price: $57.03 Current price: $59.53 P/L: +4.37% Bought +11.70% shares Q3 2022	share	0.42%	445K	$57.03	$59.53	+4.37%	Bought +11.70% shares Q3 2022
SPDR Portfolio S&P 600 Small Cap ETF Portfolio share: 0.40% Portfolio value: 422K Avg. open price: $44.71 Current price: $39.08 P/L: -12.59% Sold -25.11% shares Q3 2022	share	0.40%	422K	$44.71	$39.08	-12.59%	Sold -25.11% shares Q3 2022
SPDR Bloomberg 1-10 Year TIPS ETF Portfolio share: 0.40% Portfolio value: 422K Avg. open price: N/A Current price: $18.75 P/L: N/A Sold -0.41% shares Q3 2022	share	0.40%	422K	N/A	$18.75	N/A	Sold -0.41% shares Q3 2022
SPDR Portfolio Emerging Markets ETF Portfolio share: 0.38% Portfolio value: 399K Avg. open price: $34.77 Current price: $34.3 P/L: -1.37% Bought +1.01% shares Q3 2022	share	0.38%	399K	$34.77	$34.3	-1.37%	Bought +1.01% shares Q3 2022
ISHARES TR Portfolio share: 0.37% Portfolio value: 396K Avg. open price: N/A Current price: N/A P/L: N/A Sold -28.70% shares Q3 2022	share	0.37%	396K	N/A	N/A	N/A	Sold -28.70% shares Q3 2022
REIT—Diversified W. P. Carey Inc. Portfolio share: 0.36% Portfolio value: 381K Avg. open price: $71.46 Current price: $80.72 P/L: +12.95% Bought +4.81% shares Q3 2022	share	0.36%	381K	$71.46	$80.72	+12.95%	Bought +4.81% shares Q3 2022
REIT—Specialty Iron Mountain Incorporated Portfolio share: 0.35% Portfolio value: 372K Avg. open price: $40.42 Current price: $54.92 P/L: +35.88% Bought +1.21% shares Q3 2022	share	0.35%	372K	$40.42	$54.92	+35.88%	Bought +1.21% shares Q3 2022
iShares Exponential Technologies ETF Portfolio share: 0.34% Portfolio value: 366K Avg. open price: $50.34 Current price: $50.84 P/L: +0.99% Sold -0.16% shares Q3 2022	share	0.34%	366K	$50.34	$50.84	+0.99%	Sold -0.16% shares Q3 2022
iShares MSCI Mexico ETF Portfolio share: 0.34% Portfolio value: 364K Avg. open price: $50.68 Current price: $51.75 P/L: +2.10% Sold -22.90% shares Q3 2022	share	0.34%	364K	$50.68	$51.75	+2.10%	Sold -22.90% shares Q3 2022
iShares 10+ Year Investment Grade Corporate Bond ETF Portfolio share: 0.32% Portfolio value: 339K Avg. open price: $53.31 Current price: $52.06 P/L: -2.34% Bought +1.02% shares Q3 2022	share	0.32%	339K	$53.31	$52.06	-2.34%	Bought +1.02% shares Q3 2022
iShares MSCI Japan ETF Portfolio share: 0.31% Portfolio value: 334K Avg. open price: N/A Current price: $55.09 P/L: N/A Sold -1.23% shares Q3 2022	share	0.31%	334K	N/A	$55.09	N/A	Sold -1.23% shares Q3 2022
Consumer Staples Select Sector SPDR Fund Portfolio share: 0.31% Portfolio value: 332K Avg. open price: $72.18 Current price: $76.39 P/L: +5.83% Bought +0.10% shares Q3 2022	share	0.31%	332K	$72.18	$76.39	+5.83%	Bought +0.10% shares Q3 2022
iShares S&P Small-Cap 600 Value ETF Portfolio share: 0.31% Portfolio value: 331K Avg. open price: N/A Current price: $96.12 P/L: N/A Sold -0.10% shares Q3 2022	share	0.31%	331K	N/A	$96.12	N/A	Sold -0.10% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.31% Portfolio value: 330K Avg. open price: $61.06 Current price: $42.62 P/L: -30.20% Bought +100.00% shares Q4 2021	share	0.31%	330K	$61.06	$42.62	-30.20%	Bought +100.00% shares Q4 2021
Franklin FTSE United Kingdom ETF Portfolio share: 0.31% Portfolio value: 329K Avg. open price: $22.29 Current price: $23.97 P/L: +7.54% Bought +4.14% shares Q3 2022	share	0.31%	329K	$22.29	$23.97	+7.54%	Bought +4.14% shares Q3 2022
SPDR Bloomberg Emerging Markets Local Bond ETF Portfolio share: 0.27% Portfolio value: 283K Avg. open price: N/A Current price: $20.4 P/L: N/A Sold -8.91% shares Q3 2022	share	0.27%	283K	N/A	$20.4	N/A	Sold -8.91% shares Q3 2022
REIT—Mortgage Apollo Commercial Real Estate Finance, Inc. Portfolio share: 0.26% Portfolio value: 279K Avg. open price: $10.71 Current price: $11.94 P/L: +11.46% Bought +3.57% shares Q3 2022	share	0.26%	279K	$10.71	$11.94	+11.46%	Bought +3.57% shares Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 0.25% Portfolio value: 263K Avg. open price: $31.45 Current price: $35.32 P/L: +12.29% Bought +1.12% shares Q3 2022	share	0.25%	263K	$31.45	$35.32	+12.29%	Bought +1.12% shares Q3 2022
Vanguard Intermediate-Term Bond Index Fund Portfolio share: 0.24% Portfolio value: 257K Avg. open price: $89.99 Current price: $75.62 P/L: -15.97% Bought +0.06% shares Q3 2022	share	0.24%	257K	$89.99	$75.62	-15.97%	Bought +0.06% shares Q3 2022
REIT—Mortgage Arbor Realty Trust, Inc. Portfolio share: 0.24% Portfolio value: 256K Avg. open price: $15.73 Current price: $14.48 P/L: -7.96% Bought +1.75% shares Q3 2022	share	0.24%	256K	$15.73	$14.48	-7.96%	Bought +1.75% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.24% Portfolio value: 250K Avg. open price: N/A Current price: $179.2 P/L: N/A Sold -15.64% shares Q3 2022	share	0.24%	250K	N/A	$179.2	N/A	Sold -15.64% shares Q3 2022
Vanguard Emerging Markets Government Bond Index Fund Portfolio share: 0.23% Portfolio value: 248K Avg. open price: N/A Current price: $62.29 P/L: N/A Sold -1.57% shares Q3 2022	share	0.23%	248K	N/A	$62.29	N/A	Sold -1.57% shares Q3 2022
REIT—Mortgage Annaly Capital Management, Inc. Portfolio share: 0.22% Portfolio value: 232K Avg. open price: $7.39 Current price: $21.51 P/L: +191.00% N/A Q3 2022	share	0.22%	232K	$7.39	$21.51	+191.00%	N/A Q3 2022
REIT—Office Office Properties Income Trust Portfolio share: 0.22% Portfolio value: 229K Avg. open price: $23.72 Current price: $14.56 P/L: -38.61% Bought +2.52% shares Q3 2022	share	0.22%	229K	$23.72	$14.56	-38.61%	Bought +2.52% shares Q3 2022
ISHARES TR Portfolio share: 0.21% Portfolio value: 220K Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.86% shares Q3 2022	share	0.21%	220K	N/A	N/A	N/A	Bought +2.86% shares Q3 2022
REIT—Mortgage Ready Capital Corporation Portfolio share: 0.18% Portfolio value: 190K Avg. open price: N/A Current price: $13.09 P/L: N/A Sold -12.07% shares Q3 2022	share	0.18%	190K	N/A	$13.09	N/A	Sold -12.07% shares Q3 2022
REIT—Healthcare Facilities Diversified Healthcare Trust Portfolio share: 0.07% Portfolio value: 69K Avg. open price: $3.47 Current price: $0.87 P/L: -74.78% Bought +0.49% shares Q3 2022	share	0.07%	69K	$3.47	$0.87	-74.78%	Bought +0.49% shares Q3 2022
REIT—Diversified CorEnergy Infrastructure Trust, Inc. Portfolio share: 0.05% Portfolio value: 53K Avg. open price: $5.47 Current price: $2.9 P/L: -47.07% Bought +1.90% shares Q3 2022	share	0.05%	53K	$5.47	$2.9	-47.07%	Bought +1.90% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $289.68 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$289.68	N/A	Sold -100.00% shares Q3 2022
Materials Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $82.59 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$82.59	N/A	Sold -100.00% shares Q3 2022
REIT—Mortgage Annaly Capital Management, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $7.39 Current price: $21.51 P/L: +191.00% Sold -100.00% shares Q3 2022	share	0.00%	0	$7.39	$21.51	+191.00%	Sold -100.00% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $575.85 Current price: $488.42 P/L: -15.18% Sold -100.00% shares Q3 2022	share	0.00%	0	$575.85	$488.42	-15.18%	Sold -100.00% shares Q3 2022

Showing TOP 74 H&H RETIREMENT DESIGN & MANAGEMENT's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of H&H RETIREMENT DESIGN & MANAGEMENT INC?

The biggest position of the H&H RETIREMENT DESIGN & MANAGEMENT INC is Vanguard Total Bond Market Index Fund (BND) with 16.58% portfolio share worth of 17.6M US dollars.

Top 5 H&H RETIREMENT DESIGN & MANAGEMENT's holdings represent 42.85% of the portfolio:

Vanguard Total Bond Market Index Fund (BND) – 16.58%
Vanguard Total Stock Market Index Fund (VTI) – 13.25%
Vanguard Short-Term Bond Index Fund (BSV) – 6.04%
Vanguard Mid Cap Index Fund (VO) – 3.6%
Vanguard Developed Markets Index Fund (VEA) – 3.38%

Who is the portfolio manager of H&H RETIREMENT DESIGN & MANAGEMENT INC?

The portfolio manager of the H&H RETIREMENT DESIGN & MANAGEMENT INC is .

What is the total asset value of the H&H RETIREMENT DESIGN & MANAGEMENT INC portfolio?

H&H RETIREMENT DESIGN & MANAGEMENT INC total asset value (portfolio value) is 106.18M US dollars.

Who is ?

is the portfolio manager of the H&H RETIREMENT DESIGN & MANAGEMENT INC.

What is (H&H RETIREMENT DESIGN & MANAGEMENT INC) fund performance?

H&H RETIREMENT DESIGN & MANAGEMENT's quarterly performance is -6.00%, annualy -17.11%.

What is the H&H RETIREMENT DESIGN & MANAGEMENT INC CIK?

H&H RETIREMENT DESIGN & MANAGEMENT's Central Index Key is 0001802635 .