| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 17 | Q2 2024 | 19.9% |
| VANGUARD INDEX FDS | 17 | Q2 2024 | 15.5% |
| VANGUARD BD INDEX FDS | 17 | Q2 2024 | 17.1% |
| VANGUARD BD INDEX FDS | 17 | Q2 2024 | 11.3% |
| VANGUARD TAX-MANAGED INTL FD | 17 | Q2 2024 | 4.0% |
| APPLE INC | 17 | Q2 2024 | 0.5% |
| WP CAREY INC | 17 | Q2 2024 | 0.4% |
| APOLLO COML REAL EST FIN INC | 17 | Q2 2024 | 0.3% |
| ARBOR RLTY TR INC | 17 | Q2 2024 | 0.4% |
| OFFICE PPTYS INCOME TR | 17 | Q2 2024 | 0.4% |
View H&H Retirement Design & Management INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-11 |
View H&H Retirement Design & Management INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.