0001802635-23-000001.txt : 20230117 0001802635-23-000001.hdr.sgml : 20230117 20230117131258 ACCESSION NUMBER: 0001802635-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230117 DATE AS OF CHANGE: 20230117 EFFECTIVENESS DATE: 20230117 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: 23531046 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 X0202 13F-HR LIVE false false false 0001802635 XXXXXXXX 12-31-2022 12-31-2022 H&H Retirement Design & Management INC

3755 BREAKTHROUGH WAY, STE 101 LAS VEGAS NV 89135

13F HOLDINGS REPORT 028-20260 000171750 N Jolene Salamon 844-702-1040 Jolene Salamon Las Vegas NV 01-17-2023 0 70 118473142 false INFORMATION TABLE 2 HHRDM13FQ42022.xml ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 317726 13997 SH SOLE 0 0 0 13997 APOLLO COML REAL EST FIN INC COM 03762U105 371454 31640 SH SOLE 0 0 0 31640 APPLE INC COM 037833100 451592 3351 SH SOLE 0 0 0 3351 ARBOR REALTY TRUST INC COM 038923108 309112 21616 SH SOLE 0 0 0 21616 CHEVRON CORP NEW COM 166764100 278225 1567 SH SOLE 0 0 0 1567 CORENERGY INFRASTRUCTURE TR COM NEW 21870U502 72817 34186 SH SOLE 0 0 0 34186 COSTCO WHSL CORP NEW COM 22160K105 207134 427 SH SOLE 0 0 0 427 DBX ETF TR XTRACK MSCI EAFE 233051200 639932 18717 SH SOLE 0 0 0 18717 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 51623 69302 SH SOLE 0 0 0 69302 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 674256 27577 SH SOLE 0 0 0 27577 ETF SER SOLUTIONS HOYA CAP HOUSI 26922A230 458253 13252 SH SOLE 0 0 0 13252 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 1314541 29121 SH SOLE 0 0 0 29121 FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM 35473P678 403988 16550 SH SOLE 0 0 0 16550 IRON MTN INC DEL COM 46284V101 448621 8524 SH SOLE 0 0 0 8524 ISHARES INC MSCI MEXICO ETF 464286822 470124 8294 SH SOLE 0 0 0 8294 ISHARES INC MSCI JPN ETF NEW 46434G822 393951 6939 SH SOLE 0 0 0 6939 ISHARES INC MSCI GERMANY ETF 464286806 1232309 44344 SH SOLE 0 0 0 44344 ISHARES TR GLOBAL ENERG ETF 464287341 1259430 31353 SH SOLE 0 0 0 31353 ISHARES TR SP SMCP600VL ETF 464287879 340580 3445 SH SOLE 0 0 0 3445 ISHARES TR CORE S&P500 ETF 464287200 2397116 5987 SH SOLE 0 0 0 5987 ISHARES TR RUS 1000 VAL ETF 464287598 1195884 7546 SH SOLE 0 0 0 7546 ISHARES TR MSCI UK ETF NEW 46435G334 2895264 88757 SH SOLE 0 0 0 88757 ISHARES TR CORE US AGGBD ET 464287226 2252562 22544 SH SOLE 0 0 0 22544 ISHARES TR MBS ETF 464288588 763754 7988 SH SOLE 0 0 0 7988 ISHARES TR INTL SEL DIV ETF 464288448 271293 9371 SH SOLE 0 0 0 9371 ISHARES TR CORE DIV GRWTH 46434V621 1060369 20626 SH SOLE 0 0 0 20626 ISHARES TR EXPONENTIAL TECH 46434V381 310107 6052 SH SOLE 0 0 0 6052 ISHARES TR MSCI CHINA A 46434V514 426744 12562 SH SOLE 0 0 0 12562 ISHARES TR BROAD USD HIGH 46435U853 1804791 50175 SH SOLE 0 0 0 50175 ISHARES TR JPMORGAN USD EMG 464288281 1401230 15956 SH SOLE 0 0 0 15956 ISHARES TR EAFE VALUE ETF 464288877 3892673 79426 SH SOLE 0 0 0 79426 ISHARES TR CORE MSCI TOTAL 46432F834 518973 8342 SH SOLE 0 0 0 8342 ISHARES TR CORE MSCI EAFE 46432F842 815178 12329 SH SOLE 0 0 0 12329 ISHARES TR CORE 1 5 YR USD 46432F859 843230 17933 SH SOLE 0 0 0 17933 J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217 2970640 63502 SH SOLE 0 0 0 63502 OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 286009 16814 SH SOLE 0 0 0 16814 READY CAPITAL CORP COM 75574U101 216921 17679 SH SOLE 0 0 0 17679 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 604148 12006 SH SOLE 0 0 0 12006 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1958008 37217 SH SOLE 0 0 0 37217 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 377284 8683 SH SOLE 0 0 0 8683 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1572644 59078 SH SOLE 0 0 0 59078 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 560504 8011 SH SOLE 0 0 0 8011 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 348294 13537 SH SOLE 0 0 0 13537 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 289749 8022 SH SOLE 0 0 0 8022 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 372256 4981 SH SOLE 0 0 0 4981 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 511579 14394 SH SOLE 0 0 0 14394 SPDR SER TR S&P 600 SMCP VAL 78464A300 1583397 19714 SH SOLE 0 0 0 19714 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 555664 29794 SH SOLE 0 0 0 29794 SPDR SER TR BLOOMBERG EMERGI 78464A391 364921 17021 SH SOLE 0 0 0 17021 SPDR SER TR PORTFOLIO S&P600 78468R853 490501 12380 SH SOLE 0 0 0 12380 SPDR SER TR BBG CONV SEC ETF 78464A359 585993 8737 SH SOLE 0 0 0 8737 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 3222222 127310 SH SOLE 0 0 0 127310 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2428408 31359 SH SOLE 0 0 0 31359 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6414060 84396 SH SOLE 0 0 0 84396 VANGUARD BD INDEX FDS INTERMED TERM 921937819 240624 3142 SH SOLE 0 0 0 3142 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 18411887 248910 SH SOLE 0 0 0 248910 VANGUARD INDEX FDS VALUE ETF 922908744 3910408 27056 SH SOLE 0 0 0 27056 VANGUARD INDEX FDS MID CAP ETF 922908629 4505970 20988 SH SOLE 0 0 0 20988 VANGUARD INDEX FDS SMALL CP ETF 922908751 500848 2553 SH SOLE 0 0 0 2553 VANGUARD INDEX FDS TOTAL STK MKT 922908769 15440575 77187 SH SOLE 0 0 0 77187 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1504381 35700 SH SOLE 0 0 0 35700 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4785738 80069 SH SOLE 0 0 0 80069 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 3365155 71721 SH SOLE 0 0 0 71721 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1640123 20445 SH SOLE 0 0 0 20445 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4516105 100313 SH SOLE 0 0 0 100313 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 253396 4017 SH SOLE 0 0 0 4017 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 594727 5644 SH SOLE 0 0 0 5644 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1513289 17265 SH SOLE 0 0 0 17265 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 563812 2920 SH SOLE 0 0 0 2920 WP CAREY INC COM 92936U109 468066 5630 SH SOLE 0 0 0 5630