Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| H&H RETIREMENT DESIGN & MANAGEMENT INC | 01-17-2023 | 12-31-2022 | 70 | 118,473,142 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $18,411,887 | 248,910 | 0.02 | 16.58 | -2,106 | -0.84 | 12-31-2022 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $15,440,575 | 77,187 | 0.01 | 13.25 | -1,231 | -1.57 | 12-31-2022 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 3 | $6,414,060 | 84,396 | 0.01 | 6.04 | -1,850 | -2.15 | 12-31-2022 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 4 | $4,785,738 | 80,069 | 0.00 | 3.24 | 20,393 | 34.17 | 12-31-2022 |
