0001802635-24-000001.txt : 20240209 0001802635-24-000001.hdr.sgml : 20240209 20240209170420 ACCESSION NUMBER: 0001802635-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: H&H Retirement Design & Management INC CENTRAL INDEX KEY: 0001802635 ORGANIZATION NAME: 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: 24615996 BUSINESS ADDRESS: STREET 1: 1980 FESTIVAL PLAZA DRIVE STREET 2: SUITE 300 CITY: LAS VEGAS STATE: NV ZIP: 89135 BUSINESS PHONE: 8447021040 MAIL ADDRESS: STREET 1: 1980 FESTIVAL PLAZA DRIVE STREET 2: SUITE 300 CITY: LAS VEGAS STATE: NV ZIP: 89135 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001802635 XXXXXXXX 12-31-2023 12-31-2023 H&H Retirement Design & Management INC

1980 FESTIVAL PLAZA DRIVE SUITE 300 LAS VEGAS NV 89135

13F HOLDINGS REPORT 028-20260 000171750 N Jolene Salamon 8447021040 Jolene Salamon Las Vegas NV 02-09-2024 0 61 158756690 false INFORMATION TABLE 2 HHRDM13FQ12024.xml ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 265852 14134 SH SOLE 0 0 0 14134 APOLLO COML REAL EST FIN INC COM 03762U105 358305 33644 SH SOLE 0 0 0 33644 APPLE INC COM 037833100 460347 2444 SH SOLE 0 0 0 2444 ARBOR REALTY TRUST INC COM 038923108 266660 22002 SH SOLE 0 0 0 22002 CHEVRON CORP NEW COM 166764100 241961 1571 SH SOLE 0 0 0 1571 COSTCO WHSL CORP NEW COM 22160K105 309666 428 SH SOLE 0 0 0 428 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 185892 70681 SH SOLE 0 0 0 70681 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 3341729 92826 SH SOLE 0 0 0 92826 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 1098430 61468 SH SOLE 0 0 0 61468 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 1263311 12589 SH SOLE 0 0 0 12589 INVESCO QQQ TR UNIT SER 1 46090E103 529751 1224 SH SOLE 0 0 0 1224 IRON MTN INC DEL COM 46284V101 596279 8697 SH SOLE 0 0 0 8697 ISHARES TR RUS 1000 ETF 464287622 3027352 11037 SH SOLE 0 0 0 11037 ISHARES TR MSCI UK ETF NEW 46435G334 320539 9918 SH SOLE 0 0 0 9918 ISHARES TR ISHS 1-5YR INVS 464288646 2303662 45055 SH SOLE 0 0 0 45055 ISHARES TR EAFE VALUE ETF 464288877 458365 9003 SH SOLE 0 0 0 9003 ISHARES TR TIPS BD ETF 464287176 8503021 79856 SH SOLE 0 0 0 79856 ISHARES TR US HOME CONS ETF 464288752 1045022 10136 SH SOLE 0 0 0 10136 ISHARES TR ISHS 5-10YR INVT 464288638 6163900 120248 SH SOLE 0 0 0 120248 ISHARES TR RESIDENTIAL MULT 464288562 1010252 14690 SH SOLE 0 0 0 14690 ISHARES TR 0-5 YR TIPS ETF 46429B747 1822707 18484 SH SOLE 0 0 0 18484 ISHARES TR ROBOTICS ARTIF 46435U556 884413 26479 SH SOLE 0 0 0 26479 ISHARES TR SELF DRIVNG EV 46435U366 809052 26225 SH SOLE 0 0 0 26225 J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217 424966 7818 SH SOLE 0 0 0 7818 OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 70938 18668 SH SOLE 0 0 0 18668 PACER FDS TR DATA AND INFRAST 69374H741 1013807 35541 SH SOLE 0 0 0 35541 READY CAPITAL CORP COM 75574U101 161462 18183 SH SOLE 0 0 0 18183 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1001270 26136 SH SOLE 0 0 0 26136 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3553569 59187 SH SOLE 0 0 0 59187 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 4262637 51382 SH SOLE 0 0 0 51382 SELECT SECTOR SPDR TR ENERGY 81369Y506 4174047 49333 SH SOLE 0 0 0 49333 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1279960 32845 SH SOLE 0 0 0 32845 SELECT SECTOR SPDR TR INDL 81369Y704 4806086 41159 SH SOLE 0 0 0 41159 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3827016 18661 SH SOLE 0 0 0 18661 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5340472 72374 SH SOLE 0 0 0 72374 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5119001 35519 SH SOLE 0 0 0 35519 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2861580 16020 SH SOLE 0 0 0 16020 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 279667 722 SH SOLE 0 0 0 722 SPDR SER TR S&P DIVID ETF 78464A763 1104320 8956 SH SOLE 0 0 0 8956 SPDR SER TR BBG CONV SEC ETF 78464A359 31571763 439412 SH SOLE 0 0 0 439412 VANECK ETF TRUST MORTGAGE REIT 92189F452 955606 88482 SH SOLE 0 0 0 88482 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 322796 13048 SH SOLE 0 0 0 13048 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2354882 30703 SH SOLE 0 0 0 30703 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1714100 23667 SH SOLE 0 0 0 23667 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 7462795 103982 SH SOLE 0 0 0 103982 VANGUARD INDEX FDS VALUE ETF 922908744 463737 3042 SH SOLE 0 0 0 3042 VANGUARD INDEX FDS MID CAP ETF 922908629 520934 2228 SH SOLE 0 0 0 2228 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1020746 12116 SH SOLE 0 0 0 12116 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2063176 8340 SH SOLE 0 0 0 8340 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 302326 660 SH SOLE 0 0 0 660 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 217789 5381 SH SOLE 0 0 0 5381 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1851713 38983 SH SOLE 0 0 0 38983 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 7297334 94147 SH SOLE 0 0 0 94147 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 427310 7288 SH SOLE 0 0 0 7288 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 335124 7370 SH SOLE 0 0 0 7370 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 544459 11470 SH SOLE 0 0 0 11470 VANGUARD WORLD FD EXTENDED DUR 921910709 14330395 189882 SH SOLE 0 0 0 189882 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 223169 2366 SH SOLE 0 0 0 2366 WISDOMTREE TR US LARGECAP DIVD 97717W307 4964790 72883 SH SOLE 0 0 0 72883 WISDOMTREE TR US SMALLCAP DIVD 97717W604 4927420 159981 SH SOLE 0 0 0 159981 WP CAREY INC COM 92936U109 337060 5494 SH SOLE 0 0 0 5494