H&h Retirement Design & Management Inc is an investment fund managing more than $162 billion ran by Jolene Salamon. There are currently 54 companies in Mrs. Salamon’s portfolio. The largest investments include Spdr Ser Tr and Vanguard World Fd, together worth $40.7 billion.
As of 16th July 2024, H&h Retirement Design & Management Inc’s top holding is 382,940 shares of Spdr Ser Tr currently worth over $28.8 billion and making up 17.8% of the portfolio value.
In addition, the fund holds 162,096 shares of Vanguard World Fd worth $11.9 billion.
The third-largest holding is Ishares Tr worth $22.8 billion and the next is Vanguard Bd Index Fds worth $9.95 billion, with 137,272 shares owned.
Currently, H&h Retirement Design & Management Inc's portfolio is worth at least $162 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The H&h Retirement Design & Management Inc office and employees reside in Las Vegas, Nevada. According to the last 13-F report filed with the SEC, Jolene Salamon serves as the Associate Director of Stragic Planning at H&h Retirement Design & Management Inc.
In the most recent 13F filing, H&h Retirement Design & Management Inc revealed that it had opened a new position in
Alphabet Inc and bought 7,253 shares worth $1.32 billion.
This means they effectively own approximately 0.1% of the company.
Alphabet Inc makes up
24.8%
of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Apple Inc by buying
7 additional shares.
This makes their stake in Apple Inc total 2,451 shares worth $549 million.
Apple Inc dropped approximately 0.1% in the past year.
On the other hand, there are companies that H&h Retirement Design & Management Inc is getting rid of from its portfolio.
H&h Retirement Design & Management Inc closed its position in Vanguard Index Fds on 23rd July 2024.
It sold the previously owned 660 shares for $302 million.
Jolene Salamon also disclosed a decreased stake in Spdr Ser Tr by 0.1%.
This leaves the value of the investment at $28.8 billion and 382,940 shares.
The two most similar investment funds to H&h Retirement Design & Management Inc are Mn Wealth Advisors and Harrington Investments, Inc. They manage $162 billion and $161 billion respectively.
H&h Retirement Design & Management Inc’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Technology — making up 3.3% of
the total portfolio value.
The fund focuses on investments in the United States as
40.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
37% of the total holdings value.
On the other hand, small-cap stocks make up only 1.9% of the portfolio.
The average market cap of the portfolio companies is close to $332 billion.
These positions were updated on July 23rd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Ser Tr |
14.59%
382,940
|
$28,774,833,000 | 17.82% |
| Vanguard World Fd |
14.63%
162,096
|
$11,889,742,000 | 7.36% |
| Ishares Tr |
14.91%
315,792
|
$22,767,323,000 | 14.10% |
| Vanguard Bd Index Fds |
13.31%
137,272
|
$9,948,423,000 | 6.16% |
| Vanguard Scottsdale Fds |
12.11%
95,629
|
$7,001,810,000 | 4.34% |
| Select Sector Spdr Tr |
10.61%
359,911
|
$35,183,847,000 | 21.78% |
| Wisdomtree Tr |
8.63%
212,779
|
$9,952,420,000 | 6.16% |
| Invesco Exchange Traded Fd T |
5.05%
158,450
|
$5,530,491,000 | 3.42% |
| Vanguard Malvern Fds |
16.30%
32,628
|
$1,574,977,000 | 0.98% |
| Vanguard Index Fds |
20.96%
20,333
|
$3,171,479,000 | 1.96% |
| Alphabet Inc |
Opened
7,253
|
$1,317,653,000 | 0.82% |
| Amazon.com Inc. |
Opened
6,991
|
$1,276,207,000 | 0.79% |
| Microsoft Corporation |
Opened
2,871
|
$1,271,493,000 | 0.79% |
| Booking Holdings Inc |
Opened
288
|
$1,125,907,000 | 0.70% |
| IQVIA Holdings Inc |
Opened
4,546
|
$1,114,816,000 | 0.69% |
| Meta Platforms Inc |
Opened
2,083
|
$1,015,254,000 | 0.63% |
| Taiwan Semiconductor Mfg Ltd |
Opened
5,901
|
$999,334,000 | 0.62% |
| VanEck ETF Trust |
7.44%
93,973
|
$1,247,975,000 | 0.77% |
| Pacer Fds Tr |
5.25%
33,676
|
$968,495,000 | 0.60% |
| Iron Mtn Inc Del |
No change
8,697
|
$870,849,000 | 0.54% |
| Mastercard Incorporated |
Opened
1,829
|
$819,282,000 | 0.51% |
| Schwab Charles Corp |
Opened
12,435
|
$805,166,000 | 0.50% |
| Elevance Health Inc |
Opened
1,458
|
$734,672,000 | 0.45% |
| Visa Inc |
Opened
2,664
|
$713,179,000 | 0.44% |
| Diageo plc |
Opened
5,258
|
$681,910,000 | 0.42% |
| Carmax Inc |
Opened
7,595
|
$613,600,000 | 0.38% |
| Check Point Software Tech Lt |
Opened
3,537
|
$602,952,000 | 0.37% |
| Cencora Inc. |
Opened
2,471
|
$555,283,000 | 0.34% |
| Apple Inc |
0.29%
2,451
|
$548,959,000 | 0.34% |
| Starbucks Corp. |
Opened
7,097
|
$543,275,000 | 0.34% |
| Disney Walt Co |
Opened
5,564
|
$523,739,000 | 0.32% |
| Adobe Inc |
Opened
877
|
$486,577,000 | 0.30% |
| Unitedhealth Group Inc |
Opened
848
|
$473,633,000 | 0.29% |
| Qualcomm, Inc. |
Opened
2,294
|
$447,261,000 | 0.28% |
| Vanguard Tax-managed Fds |
29.41%
8,097
|
$411,415,000 | 0.25% |
| Salesforce Inc |
Opened
1,546
|
$392,808,000 | 0.24% |
| Autodesk Inc. |
Opened
1,593
|
$390,699,000 | 0.24% |
| Air Prods & Chems Inc |
Opened
1,540
|
$382,767,000 | 0.24% |
| Apollo Coml Real Est Fin Inc |
No change
33,644
|
$366,043,000 | 0.23% |
| Costco Whsl Corp New |
No change
428
|
$362,375,000 | 0.22% |
| Fiserv, Inc. |
Opened
2,180
|
$345,813,000 | 0.21% |
| Wp Carey Inc |
No change
5,494
|
$324,644,000 | 0.20% |
| J P Morgan Exchange Traded F |
30.19%
5,458
|
$317,427,000 | 0.20% |
| Vanguard Index Fds |
Closed
660
|
$302,326,000 | |
| Arbor Realty Trust Inc. |
No change
22,002
|
$294,602,000 | 0.18% |
| Annaly Capital Management In |
No change
14,134
|
$285,780,000 | 0.18% |
| Spdr Dow Jones Indl Average |
Closed
722
|
$279,667,000 | |
| Ecolab, Inc. |
Opened
1,121
|
$276,158,000 | 0.17% |
| CVS Health Corp |
Opened
4,246
|
$247,669,000 | 0.15% |
| Chevron Corp. |
No change
1,571
|
$246,563,000 | 0.15% |
| Veeva Sys Inc |
Opened
1,236
|
$231,132,000 | 0.14% |
| Diversified Healthcare Tr |
No change
70,681
|
$224,767,000 | 0.14% |
| Vanguard World Fds |
Closed
2,366
|
$223,169,000 | |
| Vanguard Intl Equity Index F |
Closed
5,381
|
$217,789,000 | |
| Ishares Tr |
Opened
6,104
|
$426,513,000 | 0.26% |
| Vanguard World Fd |
Opened
364
|
$212,660,000 | 0.13% |
| Ready Capital Corp |
No change
18,183
|
$167,826,000 | 0.10% |
| Office Pptys Income Tr |
No change
18,668
|
$51,710,000 | 0.03% |
| No transactions found | |||
| Showing first 500 out of 58 holdings | |||