H&H Retirement Design & Management Inc Portfolio Holdings
H&H Retirement Design & Management Inc
- $169 Million
- Q3 2024
H&H Retirement Design & Management Inc has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $169 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Convertible Sec with a value of $30.3M, Vanguard Extended Duration Tre with a value of $13.5M, Ishares Tr Tips Bd ETF with a value of $7.74M, Vanguard Lg Trm Corp Bd ETF with a value of $7.06M, and Vanguard Bd Index Fd Inc Long with a value of $7.06M.
Examining the 13F form we can see an increase of $10.6M in the current position value, from $158M to 169M.
Below you can find more details about H&H Retirement Design & Management Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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