0001802635-21-000003.txt : 20210423 0001802635-21-000003.hdr.sgml : 20210423 20210423163141 ACCESSION NUMBER: 0001802635-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210423 DATE AS OF CHANGE: 20210423 EFFECTIVENESS DATE: 20210423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: H&H Retirement Design & Management INC CENTRAL INDEX KEY: 0001802635 IRS NUMBER: 475165843 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20260 FILM NUMBER: 21850240 BUSINESS ADDRESS: STREET 1: 3755 BREAKTHROUGH WAY, STE 101 CITY: LAS VEGAS STATE: NV ZIP: 89135 BUSINESS PHONE: 8447021040 MAIL ADDRESS: STREET 1: 3755 BREAKTHROUGH WAY, STE 101 CITY: LAS VEGAS STATE: NV ZIP: 89135 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001802635 XXXXXXXX 03-31-2021 03-31-2021 H&H Retirement Design & Management INC

1980 FESTIVAL PLAZA DRIVE STE 460 LAS VEGAS NV 89135

13F HOLDINGS REPORT 028-20260 N Shannon Taylor 844.702.1040 Shannon Taylor Las Vegas NV 04-23-2021 0 45 166449 false INFORMATION TABLE 2 HHRDM13FQ12021.xml Q1 2021 13F REPORT FOR HHRDM ISHARES TR RUS 1000 VAL ETF 464287598 7139 45964 SH SOLE 0 0 0 45964 IRON MTN INC NEW COM 46284V101 322 7972 SH SOLE 0 0 0 7972 INVESCO QQQ TR UNIT SER 1 46090E103 220 657 SH SOLE 0 0 0 657 DISNEY WALT CO COM 254687106 325 1777 SH SOLE 0 0 0 1777 VERIZON COMMUNICATIONS INC COM 92343V104 206 3599 SH SOLE 0 0 0 3599 ISHARES TR COHEN STEER REIT 464287564 3089 50217 SH SOLE 0 0 0 50217 COSTCO WHSL CORP NEW COM 22160K105 219 590 SH SOLE 0 0 0 590 ISHARES TR IBOXX INV CP ETF 464287242 2523 19178 SH SOLE 0 0 0 19178 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8526 39726 SH SOLE 0 0 0 39726 APPLE INC COM 037833100 682 5170 SH SOLE 0 0 0 5170 ISHARES TR MSCI AC ASIA ETF 464288182 8100 86856 SH SOLE 0 0 0 86856 ANNALY CAPITAL MANAGEMENT IN COM 035710409 431 49222 SH SOLE 0 0 0 49222 WP CAREY INC COM 92936U109 368 4993 SH SOLE 0 0 0 4993 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 304 68296 SH SOLE 0 0 0 68296 VANGUARD INDEX FDS SMALL CP ETF 922908751 4182 19078 SH SOLE 0 0 0 19078 SOUTHWEST GAS HLDGS INC COM 844895102 205 2854 SH SOLE 0 0 0 2854 ARBOR REALTY TRUST INC COM 038923108 426 25645 SH SOLE 0 0 0 25645 ISHARES TR IBOXX HI YD ETF 464288513 6982 80119 SH SOLE 0 0 0 80119 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 769 9344 SH SOLE 0 0 0 9344 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4076 45629 SH SOLE 0 0 0 45629 PROSHARES TR PSHS ULTRUSS2000 74347R842 225 2000 SH SOLE 0 0 0 2000 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2539 29713 SH SOLE 0 0 0 29713 ISHARES TR PFD AND INCM SEC 464288687 5960 153763 SH SOLE 0 0 0 153763 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3410 67369 SH SOLE 0 0 0 67369 SPDR SER TR BLMBRG BRC CNVRT 78464A359 16725 196759 SH SOLE 0 0 0 196759 CORENERGY INFRASTRUCTURE TR COM NEW 21870U502 197 31922 SH SOLE 0 0 0 31922 PHILIP MORRIS INTL INC COM 718172109 239 2542 SH SOLE 0 0 0 2542 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 5771 382708 SH SOLE 0 0 0 382708 ISHARES TR AGENCY BOND ETF 464288166 1473 12446 SH SOLE 0 0 0 12446 PIMCO ETF TR 1-5 US TIP IDX 72201R205 6826 124340 SH SOLE 0 0 0 124340 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 436 4320 SH SOLE 0 0 0 4320 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 597 9697 SH SOLE 0 0 0 9697 OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 411 14566 SH SOLE 0 0 0 14566 SCHWAB STRATEGIC TR US TIPS ETF 808524870 6705 108639 SH SOLE 0 0 0 108639 APOLLO COML REAL EST FIN INC COM 03762U105 421 28399 SH SOLE 0 0 0 28399 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 7090 320685 SH SOLE 0 0 0 320685 STAG INDL INC COM 85254J102 3767 103855 SH SOLE 0 0 0 103855 ISHARES TR CORE MSCI EAFE 46432F842 6702 89971 SH SOLE 0 0 0 89971 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6688 129242 SH SOLE 0 0 0 129242 READY CAPITAL CORP COM 75574U101 456 31846 SH SOLE 0 0 0 31846 ISHARES TR CORE DIV GRWTH 46434V621 7652 154112 SH SOLE 0 0 0 154112 ISHARES TR EXPONENTIAL TECH 46434V381 10917 177657 SH SOLE 0 0 0 177657 ALPS ETF TR DISRUPTIVE TECH 00162Q478 10490 222361 SH SOLE 0 0 0 222361 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 5930 224277 SH SOLE 0 0 0 224277 ETF SER SOLUTIONS HOYA CAP HOUSI 26922A230 5728 145482 SH SOLE 0 0 0 145482