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Home > Institutional Investor > H&h Retirement Design & Management Inc > Profile

Instuitional Investor - H&h Retirement Design & Management Inc

Fund Profile
Filing Period:
Fund Name: H&h Retirement Design & Management Inc
Portfolio Value $183,424,288
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 410,452 $34,872,008 19.14%
2.
Vanguard World Fd
 182,739 $11,719,070 6.43%
3.
Ishares Trust
 IEF 72,508 $7,974,412 4.38%
4.
Vanguard Bond Index Funds
 BND 109,019 $7,440,550 4.08%
5.
Vanguard Scottsdale Funds
 99,207 $7,421,656 4.07%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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