0001802635-22-000003.txt : 20220803 0001802635-22-000003.hdr.sgml : 20220803 20220802200833 ACCESSION NUMBER: 0001802635-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220803 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220803 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: 221130556 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 false false 0001802635 XXXXXXXX 06-30-2022 06-30-2022 H&H Retirement Design & Management INC

3755 BREAKTHROUGH WAY, STE 101 LAS VEGAS NV 89135

13F HOLDINGS REPORT 028-20260 N Shannon Taylor 702.470.2660 Shannon Taylor Las Vegas NV 08-02-2022 0 73 136964 false INFORMATION TABLE 2 HHRDM13FQ222.xml ANNALY CAPITAL MANAGEMENT IN COM 035710409 385 55857 SH SOLE 0 0 0 55857 APOLLO COML REAL EST FIN INC COM 03762U105 377 29701 SH SOLE 0 0 0 29701 APPLE INC COM 037833100 740 4581 SH SOLE 0 0 0 4581 ARBOR REALTY TRUST INC COM 038923108 345 20840 SH SOLE 0 0 0 20840 CHEVRON CORP NEW COM 166764100 298 1854 SH SOLE 0 0 0 1854 CORENERGY INFRASTRUCTURE TR COM NEW 21870U502 75 33068 SH SOLE 0 0 0 33068 COSTCO WHSL CORP NEW COM 22160K105 233 426 SH SOLE 0 0 0 426 DBX ETF TR XTRACK MSCI EAFE 233051200 736 20276 SH SOLE 0 0 0 20276 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 122 68360 SH SOLE 0 0 0 68360 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 707 29710 SH SOLE 0 0 0 29710 ETF SER SOLUTIONS HOYA CAP HOUSI 26922A230 630 17521 SH SOLE 0 0 0 17521 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 1709 37994 SH SOLE 0 0 0 37994 FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM 35473P678 372 16057 SH SOLE 0 0 0 16057 INVESCO QQQ TR UNIT SER 1 46090E103 207 657 SH SOLE 0 0 0 657 IRON MTN INC NEW COM 46284V101 406 8324 SH SOLE 0 0 0 8324 ISHARES INC MSCI JPN ETF NEW 46434G822 389 6969 SH SOLE 0 0 0 6969 ISHARES INC MSCI MEXICO ETF 464286822 481 10454 SH SOLE 0 0 0 10454 ISHARES INC MSCI GERMANY ETF 464286806 1226 51996 SH SOLE 0 0 0 51996 ISHARES TR GLOBAL ENERG ETF 464287341 1471 41318 SH SOLE 0 0 0 41318 ISHARES TR MSCI UK ETF NEW 46435G334 3187 104048 SH SOLE 0 0 0 104048 ISHARES TR SP SMCP600VL ETF 464287879 377 3883 SH SOLE 0 0 0 3883 ISHARES TR CORE S&P500 ETF 464287200 1815 4394 SH SOLE 0 0 0 4394 ISHARES TR RUS 1000 VAL ETF 464287598 1253 8129 SH SOLE 0 0 0 8129 ISHARES TR CORE US AGGBD ET 464287226 2190 21013 SH SOLE 0 0 0 21013 ISHARES TR EAFE VALUE ETF 464288877 4107 92571 SH SOLE 0 0 0 92571 ISHARES TR CORE DIV GRWTH 46434V621 1438 28416 SH SOLE 0 0 0 28416 ISHARES TR EXPONENTIAL TECH 46434V381 434 8378 SH SOLE 0 0 0 8378 ISHARES TR MSCI CHINA A 46434V514 639 18220 SH SOLE 0 0 0 18220 ISHARES TR BROAD USD HIGH 46435U853 2007 55100 SH SOLE 0 0 0 55100 ISHARES TR CORE MSCI TOTAL 46432F834 459 7872 SH SOLE 0 0 0 7872 ISHARES TR CORE MSCI EAFE 46432F842 971 15637 SH SOLE 0 0 0 15637 ISHARES TR CORE 1 5 YR USD 46432F859 767 16114 SH SOLE 0 0 0 16114 ISHARES TR JPMORGAN USD EMG 464288281 1661 18856 SH SOLE 0 0 0 18856 ISHARES TR MBS ETF 464288588 1607 15989 SH SOLE 0 0 0 15989 ISHARES TR INTL SEL DIV ETF 464288448 262 9505 SH SOLE 0 0 0 9505 ISHARES TR 10+ YR INVST GRD 464289511 396 7186 SH SOLE 0 0 0 7186 J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217 3504 75224 SH SOLE 0 0 0 75224 OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 326 15833 SH SOLE 0 0 0 15833 READY CAPITAL CORP COM 75574U101 289 20726 SH SOLE 0 0 0 20726 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 498 19963 SH SOLE 0 0 0 19963 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1587 62520 SH SOLE 0 0 0 62520 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 545 7944 SH SOLE 0 0 0 7944 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 2065 39689 SH SOLE 0 0 0 39689 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2567 45268 SH SOLE 0 0 0 45268 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 372 8640 SH SOLE 0 0 0 8640 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 207 2674 SH SOLE 0 0 0 2674 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 280 8384 SH SOLE 0 0 0 8384 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 370 4906 SH SOLE 0 0 0 4906 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 446 13004 SH SOLE 0 0 0 13004 SPDR SER TR S&P 600 SMCP VAL 78464A300 1876 24041 SH SOLE 0 0 0 24041 SPDR SER TR BBG CONV SEC ETF 78464A359 703 10377 SH SOLE 0 0 0 10377 SPDR SER TR BLOOMBERG EMERGI 78464A391 339 16648 SH SOLE 0 0 0 16648 SPDR SER TR PORTFOLIO S&P600 78468R853 637 16176 SH SOLE 0 0 0 16176 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 460 23127 SH SOLE 0 0 0 23127 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 3387 140731 SH SOLE 0 0 0 140731 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2551 30542 SH SOLE 0 0 0 30542 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7106 91821 SH SOLE 0 0 0 91821 VANGUARD BD INDEX FDS INTERMED TERM 921937819 284 3550 SH SOLE 0 0 0 3550 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 22392 290502 SH SOLE 0 0 0 290502 VANGUARD INDEX FDS VALUE ETF 922908744 4400 31861 SH SOLE 0 0 0 31861 VANGUARD INDEX FDS MID CAP ETF 922908629 5261 24445 SH SOLE 0 0 0 24445 VANGUARD INDEX FDS SMALL CP ETF 922908751 588 3020 SH SOLE 0 0 0 3020 VANGUARD INDEX FDS TOTAL STK MKT 922908769 19471 94623 SH SOLE 0 0 0 94623 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1700 41402 SH SOLE 0 0 0 41402 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4511 72389 SH SOLE 0 0 0 72389 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 3164 64210 SH SOLE 0 0 0 64210 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1995 24122 SH SOLE 0 0 0 24122 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 5026 116991 SH SOLE 0 0 0 116991 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 280 4461 SH SOLE 0 0 0 4461 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 602 6005 SH SOLE 0 0 0 6005 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1641 19919 SH SOLE 0 0 0 19919 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 591 3068 SH SOLE 0 0 0 3068 WP CAREY INC COM 92936U109 464 5306 SH SOLE 0 0 0 5306