$166 Million is the total value of H&H Retirement Design & Management INC's 45 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 14 | Q3 2023 | 15.5% |
| VANGUARD BD INDEX FDS | 14 | Q3 2023 | 17.1% |
| SPDR SER TR | 14 | Q3 2023 | 10.0% |
| VANGUARD BD INDEX FDS | 14 | Q3 2023 | 11.3% |
| VANGUARD TAX-MANAGED INTL FD | 14 | Q3 2023 | 4.0% |
| APPLE INC | 14 | Q3 2023 | 0.5% |
| WP CAREY INC | 14 | Q3 2023 | 0.4% |
| ARBOR RLTY TR INC | 14 | Q3 2023 | 0.4% |
| APOLLO COML REAL EST FIN INC | 14 | Q3 2023 | 0.3% |
| OFFICE PPTYS INCOME TR | 14 | Q3 2023 | 0.4% |
View H&H Retirement Design & Management INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-28 |
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.