Filling information for H&H Retirement Design & Management INC as Treemap, investor disclosed 58 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 230253 | 428 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1464241 | 16967 | |
| 81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 4927971 | 66567 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 250215 | 1589 | |
| 464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 487117 | 9684 | |
| 46137V548 | 46137V548 | INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 1061743 | 57766 | |
| 97717W604 | 97717W604 | WISDOMTREE TR | US SMALLCAP DIVD | 4619016 | 155995 | |
| 81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 4596958 | 42201 | |
| 69374H766 | 69374H766 | PACER FDS TR | INDUSTRIAL RELET | 1405611 | 34418 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 4523801 | 34866 | |
| 03762U105 | 03762U105 | APOLLO COML REAL EST FIN INC | COM | 369088 | 31654 | |
| 464288638 | 464288638 | ISHARES TR | ISHS 5-10YR INVT | 7975244 | 157055 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 1054024 | 8508 | |
| 97717W307 | 97717W307 | WISDOMTREE TR | US LARGECAP DIVD | 4688400 | 73165 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 235729 | 5587 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1784996 | 24482 | |
| 46435U556 | 46435U556 | ISHARES TR | ROBOTICS ARTIF | 897011 | 25520 | |
| 81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 3017803 | 17297 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 1170942 | 33960 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 2960388 | 11947 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 530601 | 2342 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 4203066 | 50240 | |
| 46137V613 | 46137V613 | INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 3204821 | 19274 | |
| 92206C771 | 92206C771 | VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 338914 | 7334 | |
| 67623C109 | 67623C109 | OFFICE PPTYS INCOME TR | COM SHS BEN INT | 140847 | 17303 | |
| 92936U109 | 92936U109 | WP CAREY INC | COM | 370145 | 5312 | |
| 92189H300 | 92189H300 | VANECK ETF TRUST | JP MRGAN EM LOC | 347938 | 13357 | |
| 78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 15991190 | 174557 | |
| 037833100 | 037833100 | APPLE INC | COM | 641592 | 3367 | |
| 464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 8641728 | 80239 | |
| 46284V101 | 46284V101 | IRON MTN INC DEL | COM | 508912 | 8610 | |
| 92204A405 | 92204A405 | VANGUARD WORLD FDS | FINANCIALS ETF | 206071 | 2461 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 16097940 | 212010 | |
| 75574U101 | 75574U101 | READY CAPITAL CORP | COM | 202954 | 17406 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1985720 | 8854 | |
| 46435U366 | 46435U366 | ISHARES TR | SELF DRIVNG EV | 978928 | 22148 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 215807 | 2148 | |
| 26922A248 | 26922A248 | ETF SER SOLUTIONS | NETLEASE CORP | 1365991 | 55105 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 16519668 | 349032 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 3986194 | 22617 | |
| 81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 3367534 | 50179 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 479440 | 8000 | |
| 808524730 | 808524730 | SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 201894 | 7320 | |
| 25525P107 | 25525P107 | DIVERSIFIED HEALTHCARE TR | COM SH BEN INT | 175410 | 70164 | |
| 808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 200408 | 3819 | |
| 038923108 | 038923108 | ARBOR REALTY TRUST INC | COM | 343990 | 21635 | |
| 46435G334 | 46435G334 | ISHARES TR | MSCI UK ETF NEW | 346191 | 10510 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 207892 | 548 | |
| 92206C706 | 92206C706 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 432948 | 7332 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 459418 | 3206 | |
| 81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 4253742 | 50791 | |
| 035710839 | 035710839 | ANNALY CAPITAL MANAGEMENT IN | COM NEW | 267966 | 13292 | |
| 21870U502 | 21870U502 | CORENERGY INFRASTRUCTURE TR | COM NEW | 38289 | 34186 | |
| 464288562 | 464288562 | ISHARES TR | RESIDENTIAL MULT | 1505865 | 19958 | |
| 46137V308 | 46137V308 | INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 1186411 | 12946 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 581745 | 12250 | |
| 78464A359 | 78464A359 | SPDR SER TR | BBG CONV SEC ETF | 11905149 | 166949 | |
| 46641Q217 | 46641Q217 | J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 431276 | 8205 |