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  Name: H&H Retirement Design & Management INC
  City: LAS VEGAS
  State: NV
  Zip: 89135
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $151,456,000
  Total Value Change : $-7,300,000
  Securities Held Change : 23
   
All Securities Held : 84
  New Positions : 26
  Closed Positions : 4
  Increased Positions : 6
  Unchanged Positions : 9
  Decreased Positions : 43

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 26 - $129.46 $1,261,000 9,871 0.83% 157,000 915 0.006    Closed - End Fund - E...
   (PID)1 Year Chart         PID PowerShares Exchange-Traded... 28 - $18.48 $1,232,000 69,269 0.81% 134,000 7,801 0.196    Closed - End Fund - Debt
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 37 - $74.39 $898,000 12,094 0.59% 898,000 12,094 0.001    Investment Brokerage ...
   (IDRV)1 Year Chart         IDRV Ishares Self-driving Ev And... 45 - $0.00 $777,000 26,892 0.51% -32,000 667 0.299    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 56 - $195.87 $412,000 2,487 0.27% -48,000 43 0.001    Personal Computers
   (CVX)1 Year Chart         CVX Chevron Corp 76 - $154.98 $258,000 1,592 0.17% 16,000 21 0    Integrated Oil & Gas

      6 Records Found
  1    
Page 1 of 1
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