$157 Million is the total value of H&H Retirement Design & Management INC's 55 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ARI | APOLLO COML REAL EST FIN INC | $290,455 | -21.8% | 31,640 | 0.0% | 0.18% | -41.1% | |
CORR | CORENERGY INFRASTRUCTURE TR | $41,024 | -43.7% | 34,186 | 0.0% | 0.03% | -57.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-17
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.