0001802635-21-000005.txt : 20211012 0001802635-21-000005.hdr.sgml : 20211012 20211012123430 ACCESSION NUMBER: 0001802635-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211012 DATE AS OF CHANGE: 20211012 EFFECTIVENESS DATE: 20211012 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: 211318025 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 09-30-2021 09-30-2021 H&H Retirement Design & Management INC
3755 BREAKTHROUGH WAY, STE 101 LAS VEGAS NV 89135
13F HOLDINGS REPORT 028-20260 N
Shannon Taylor Portfolio Manager 7024702660 Shannon Taylor Las Vegas NV 10-12-2021 0 162601 41 false
INFORMATION TABLE 2 HHRDM13FQ321.xml ISHARES TR RUS 1000 VAL ETF 464287598 6711 42139 SH SOLE 0 0 0 42139 IRON MTN INC NEW COM 46284V101 350 8189 SH SOLE 0 0 0 8189 INVESCO QQQ TR UNIT SER 1 46090E103 236 657 SH SOLE 0 0 0 657 ISHARES TR COHEN STEER REIT 464287564 3069 46635 SH SOLE 0 0 0 46635 HOME DEPOT INC COM 437076102 225 667 SH SOLE 0 0 0 667 ISHARES TR IBOXX INV CP ETF 464287242 2362 17951 SH SOLE 0 0 0 17951 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8810 39197 SH SOLE 0 0 0 39197 APPLE INC COM 037833100 739 5174 SH SOLE 0 0 0 5174 ISHARES TR MSCI AC ASIA ETF 464288182 7419 86933 SH SOLE 0 0 0 86933 ANNALY CAPITAL MANAGEMENT IN COM 035710409 435 51412 SH SOLE 0 0 0 51412 WP CAREY INC COM 92936U109 377 5059 SH SOLE 0 0 0 5059 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 243 68656 SH SOLE 0 0 0 68656 VANGUARD INDEX FDS SMALL CP ETF 922908751 4071 18410 SH SOLE 0 0 0 18410 ARBOR REALTY TRUST INC COM 038923108 387 20381 SH SOLE 0 0 0 20381 ISHARES TR IBOXX HI YD ETF 464288513 6937 80206 SH SOLE 0 0 0 80206 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 823 10075 SH SOLE 0 0 0 10075 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3879 43736 SH SOLE 0 0 0 43736 PROSHARES TR PSHS ULTRUSS2000 74347R842 219 4000 SH SOLE 0 0 0 4000 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2407 28387 SH SOLE 0 0 0 28387 ISHARES TR PFD AND INCM SEC 464288687 5617 146094 SH SOLE 0 0 0 146094 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3580 71071 SH SOLE 0 0 0 71071 SPDR SER TR BLMBRG BRC CNVRT 78464A359 15802 185470 SH SOLE 0 0 0 185470 CORENERGY INFRASTRUCTURE TR COM NEW 21870U502 147 32239 SH SOLE 0 0 0 32239 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 5732 384988 SH SOLE 0 0 0 384988 ISHARES TR AGENCY BOND ETF 464288166 1427 12103 SH SOLE 0 0 0 12103 PIMCO ETF TR 1-5 US TIP IDX 72201R205 6649 121158 SH SOLE 0 0 0 121158 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 435 4320 SH SOLE 0 0 0 4320 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 670 10916 SH SOLE 0 0 0 10916 OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 400 15125 SH SOLE 0 0 0 15125 SCHWAB STRATEGIC TR US TIPS ETF 808524870 6698 107252 SH SOLE 0 0 0 107252 APOLLO COML REAL EST FIN INC COM 03762U105 438 29017 SH SOLE 0 0 0 29017 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 6837 308650 SH SOLE 0 0 0 308650 STAG INDL INC COM 85254J102 4328 106026 SH SOLE 0 0 0 106026 ISHARES TR CORE MSCI EAFE 46432F842 6435 87155 SH SOLE 0 0 0 87155 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6686 128879 SH SOLE 0 0 0 128879 READY CAPITAL CORP COM 75574U101 457 31073 SH SOLE 0 0 0 31073 ISHARES TR CORE DIV GRWTH 46434V621 7630 149632 SH SOLE 0 0 0 149632 ISHARES TR EXPONENTIAL TECH 46434V381 10858 174761 SH SOLE 0 0 0 174761 ALPS ETF TR DISRUPTIVE TECH 00162Q478 10743 225972 SH SOLE 0 0 0 225972 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 5771 204938 SH SOLE 0 0 0 204938 ETF SER SOLUTIONS HOYA CAP HOUSI 26922A230 5562 137936 SH SOLE 0 0 0 137936