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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

RETIREMENT DESIGN & MANAGEMENT INC /ADV INSTITUTION : RETIREMENT DESIGN & MANAGEMENT INC /ADV
RETIREMENT DESIGN & MANAGEMENT INC /ADV Buys/Sells In Portfolio (reported on 2016-07-29)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
CONSOLIDATED EDISON INC    (COM)ED8,6290
New Buy
New Buy
VANECK VECTORS GOLD MINERS ETF    (GDX7,3800
New Buy
New Buy
POWERSHARES QQQ TRUST    (UNIT SER QQQQ3,1240
New Buy
New Buy
TIFFANY & CO NEW    (COM)TIF10,1420
New Buy
New Buy
POWERSHARES ETF TR II    (PWRSHS SPSPHD621,7290
New Buy
New Buy
CHEVRON CORP NEW    (COM)CVX2,2290
New Buy
New Buy
ISHARES TR    (NASDQ BIOTEC ETF)IBB6,6120
New Buy
New Buy
3M CO    (COM)MMM2,6681,530
Added1,138
74.37%
ISHARES TR    (MSCI ACWI ETF)ACWI13,7149,531
Added4,183
43.88%
POWERSHARES ETF TR II    (S&ampSPLV489,965345,923
Added144,042
41.63%
JPMORGAN CHASE & CO    (COM)JPM15,48012,203
Added3,277
26.85%
EXXON MOBIL CORP    (COM)XOM6,5965,396
Added1,200
22.23%
ALLERGAN PLC    (SHS)AGN1,9771,708
Added269
15.74%
WELLS FARGO & CO NEW    (COM)WFC5,9325,167
Added765
14.80%
VERIZON COMMUNICATIONS INC    (COM)VZ32,61929,852
Added2,767
9.26%
ALPS ETF TR    (ALERIAN MLP)AMLP109,575100,538
Added9,037
8.98%
PFIZER INC    (COM)PFE38,31735,307
Added3,010
8.52%
FACEBOOK INC    (CL A)FB9,1828,551
Added631
7.37%
THERMO FISHER SCIENTIFIC INC    (COTMO3,8543,643
Added211
5.79%
AT&T INC    (COM)T11,94711,318
Added629
5.55%
PHILIP MORRIS INTL INC    (COM)PM4,0983,883
Added215
5.53%
ALIBABA GROUP HLDG LTD    (SPONSOREBABA26,63925,243
Added1,396
5.53%
SCHLUMBERGER LTD    (COM)SLB30,00129,007
Added994
3.42%
KIMBERLY CLARK CORP    (COM)KMB8,5148,247
Added267
3.23%
APPLE INC    (COM)AAPL57,03655,273
Added1,763
3.18%
ALPHABET INC    (CAP STK CL A)GOOGL3,0422,958
Added84
2.83%
INTEL CORP    (COM)INTC39,35738,600
Added757
1.96%
HOME DEPOT INC    (COM)HD29,70129,182
Added519
1.77%
PEPSICO INC    (COM)PEP43,99843,411
Added587
1.35%
RYDEX ETF TRUST    (GUG S&PRPG4,1694,123
Added46
1.11%
BLACKSTONE GROUP L P    (COM UNIT LBX23,90023,675
Added225
0.95%
FIRST TR EXCH TRADED FD III    (LNGFTLS187,035185,731
Added1,304
0.70%
SCHWAB STRATEGIC TR    (US LRG CAP SCHX8,4168,371
Added45
0.53%
VANGUARD WHITEHALL FDS INC    (HIGHVYM25,16125,105
Added56
0.22%
GLOBAL X FDS    (GLBL X MLP ETF)MLPA504,252503,726
Added526
0.10%
AMERICAN TOWER CORP NEW    (COM)AMT23,12323,132
Reduced9
0.03%
CVS HEALTH CORP    (COM)CVS9,1329,136
Reduced4
0.04%
ALPHABET INC    (CAP STK CL C)GOOG2,1022,105
Reduced3
0.14%
BRISTOL MYERS SQUIBB CO    (COM)BMY19,81019,840
Reduced30
0.15%
INTERNATIONAL BUSINESS MACHS    (COIBM6,6236,658
Reduced35
0.52%
JOHNSON & JOHNSON    (COM)JNJ34,60534,804
Reduced199
0.57%
MICROSOFT CORP    (COM)MSFT95,69196,333
Reduced642
0.66%
VANGUARD SPECIALIZED PORTFOL    (DIVIG2,6202,638
Reduced18
0.68%
ANNALY CAP MGMT INC    (COM)NLY128,454129,382
Reduced928
0.71%
GENERAL ELECTRIC CO    (COM)GE54,59355,082
Reduced489
0.88%
TRAVELERS COMPANIES INC    (COM)TRV32,84733,146
Reduced299
0.90%
STARBUCKS CORP    (COM)SBUX73,28274,030
Reduced748
1.01%
AVALONBAY CMNTYS INC    (COM)AVB1,3551,371
Reduced16
1.16%
SPDR SERIES TRUST    (S&P DSDY22,26022,531
Reduced271
1.20%
ISHARES TR    (CORE US AGGBD ET)AGG95,53597,114
Reduced1,579
1.62%
SELECT SECTOR SPDR TR    (SBI CONS XLP42,70943,631
Reduced922
2.11%
INVESCO LTD    (SHS)IVZ26,47227,069
Reduced597
2.20%
WISDOMTREE TR    (LARGECAP DIVID)DLN11,84012,121
Reduced281
2.31%
WISDOMTREE TR    (MDCP EARN FUND)EZM7,7717,977
Reduced206
2.58%
CELGENE CORP    (COM)CELG2,1582,242
Reduced84
3.74%
NOVARTIS A G    (SPONSORED ADR)NVS9,87010,301
Reduced431
4.18%
VANGUARD INDEX FDS    (S&P VOO49,59152,027
Reduced2,436
4.68%
POWERSHARES ETF TRUST    (FTSE RAFIPRF13,72314,452
Reduced729
5.04%
SPDR S&P 500 ETF TR    (TR UNIT)SPY5,2975,831
Reduced534
9.15%
ISHARES TR    (RUSSELL 3000 ETF)IWV6,6787,416
Reduced738
9.95%
SELECT SECTOR SPDR TR    (SBI INT-FXLF27,77266,179
Reduced38,407
58.03%
RYDEX ETF TRUST    (GUG S&PRPV4,065260,039
Reduced255,974
98.43%
DOW CHEM CO    (COM)DOW04,563
Sold Out
Sold Out
SPDR S&P MIDCAP 400 ETF TR    (UTSEMDY06,922
Sold Out
Sold Out
VANGUARD WORLD FDS    (HEALTH CAR EVHT011,554
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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John Paulson
George Soros

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