H&H Retirement Design & Management Inc Reduced Holdings in Q3 2025

H&H Retirement Design & Management Inc

  • $187 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.61K
- 4.98%
$109.11 - $111.88 $394K - $404K
68.9K $7.66M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.82K
- 12.59%
$49.78 - $50.75 $240K - $245K
33.5K $1.69M
KMX
Carmax Inc

Consumer Cyclical
-291
- 4.26%
$44.86 - $71.57 $13.1K - $20.8K
6.55K $293K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-4.57K
- 4.19%
$52.55 - $54.37 $240K - $248K
104K $5.65M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.34K
- 6.54%
$78.11 - $79.07 $104K - $106K
19.1K $1.51M
IRBO
Ishares Robotics & Artificial

ETFs
-2.36K
- 8.26%
N/A
26.2K $840K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.6K
- 3.87%
$52.39 - $53.11 $84K - $85.1K
39.8K $2.11M
DEO
Diageo PLC

Consumer Defensive
-490
- 10.28%
$93.64 - $115.33 $45.9K - $56.5K
4.28K $408K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-627
- 1.64%
$30.4 - $33.62 $19.1K - $21.1K
37.7K $1.19M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-307
- 1.78%
$102.4 - $103.88 $31.4K - $31.9K
16.9K $1.75M
ABC
Amerisourcebergen Corp

Healthcare
-50
- 3.71%
N/A
1.3K $240K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-620
- 2.23%
$40.94 - $42.85 $25.4K - $26.6K
27.2K $1.14M
Annaly Capital Management In
-179
- 1.29%
N/A
13.7K $0
VEEV
Veeva Systems Inc

Healthcare
-19
- 1.69%
$269.2 - $297.91 $5.11K - $5.66K
1.11K $329K
VNQ
Vanguard Specialized Funds Van

ETFs
-254
- 1.95%
$88.47 - $93.24 $22.5K - $23.7K
12.8K $1.17M
AAPL
Apple Inc.

Technology
-577
- 18.1%
$202.38 - $256.87 $117K - $148K
2.61K $664K
XLB
Select Sector Spdr Fd Material

ETFs
-893
- 1.63%
$86.72 - $92.61 $77.4K - $82.7K
53.8K $4.82M
XLF
Financial Sector Spdr

ETFs
-412
- 1.38%
$51.37 - $54.25 $21.2K - $22.4K
29.5K $1.59M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.68K
- 1.54%
$67.48 - $71.55 $113K - $120K
107K $7.61M
REZ
Ishares Tr Residential And Mul

ETFs
-148
- 1.03%
$81.06 - $85.23 $12K - $12.6K
14.3K $1.21M
VTI
Vanguard Total Stock Market Et

ETFs
-47
- 2.77%
$303.93 - $329.86 $14.3K - $15.5K
1.65K $541K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-812
- 16.74%
$224.68 - $282.71 $182K - $230K
4.04K $1.13M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1.61K
- 1.62%
$73.94 - $78.51 $119K - $127K
97.6K $7.58M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-433
- 3.53%
$123.59 - $132.83 $53.5K - $57.5K
11.8K $1.57M
XLI
Industrial Sector Spdr

ETFs
-1.25K
- 3.16%
$147.94 - $154.99 $185K - $194K
38.3K $5.9M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-2.59K
- 7.96%
$30.8 - $36.87 $79.7K - $95.4K
29.9K $1.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-423
- 4.19%
$339.37 - $366.46 $144K - $155K
9.68K $3.54M
ITB
Ishares Tr

ETFs
-269
- 2.41%
$94.18 - $117.14 $25.3K - $31.5K
10.9K $1.17M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.61K
- 2.99%
$42.04 - $45.23 $110K - $118K
84.7K $3.83M
XLV
Select Sector Spdr Fund Health

ETFs
-75
- 0.19%
$129.01 - $139.72 $9.68K - $10.5K
38.9K $5.41M
XLU
Utilities Sector Spdr

ETFs
-1.46K
- 2.76%
$81.14 - $87.32 $118K - $127K
51.4K $4.49M
IQV
Iqvia Holdings Inc.

Healthcare
-27
- 0.5%
$157.68 - $200.82 $4.26K - $5.42K
5.32K $1.01M
XLK
Technology Sector Spdr

ETFs
-1.32K
- 6.97%
$250.97 - $282.66 $330K - $372K
17.6K $4.95M
XLY
Select Sector Spdr Consumer Di

ETFs
-504
- 3.34%
$216.09 - $242.18 $109K - $122K
14.6K $3.5M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-994
- 1.36%
$82.42 - $87.03 $81.9K - $86.5K
72.1K $6.27M
GOOGL
Alphabet Inc.

Communication Services
-620
- 8.75%
$174.36 - $254.72 $108K - $158K
6.47K $1.57M
RGTI
Rigetti Computing, Inc.

Technology
-2.21K
- 9.34%
$11.33 - $32.1 $25.1K - $71.1K
21.5K $640K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-10.7K
- 2.59%
$82.29 - $90.77 $876K - $967K
400K $36.2M
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 1 Puts 0
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