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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 Portfolio (reported on 2016-07-29)
Company (links to holding history) Ticker Value On
2016-06-30
No of Shares % of portfolio
POWERSHARES ETF TR II    (PWRSHS SP500 LOW) SPHD 23,781,000 621,729 14.87%
POWERSHARES ETF TR II    (S&P500 LOW VOL) SPLV 20,961,000 489,965 13.11%
ISHARES TR    (CORE US AGGBD ET) AGG 10,759,000 95,535 6.72%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 9,531,000 49,591 5.96%
FIRST TR EXCH TRADED FD III    (LNG/SHT EQUITY) FTLS 5,951,000 187,035 3.72%
GLOBAL X FDS    (GLBL X MLP ETF) MLPA 5,859,000 504,252 3.66%
APPLE INC    (COM) AAPL 5,453,000 57,036 3.41%
MICROSOFT CORP    (COM) MSFT 4,897,000 95,691 3.06%
PEPSICO INC    (COM) PEP 4,661,000 43,998 2.91%
JOHNSON & JOHNSON    (COM) JNJ 4,198,000 34,605 2.62%
STARBUCKS CORP    (COM) SBUX 4,186,000 73,282 2.61%
TRAVELERS COMPANIES INC    (COM) TRV 3,910,000 32,847 2.44%
HOME DEPOT INC    (COM) HD 3,793,000 29,701 2.37%
AMERICAN TOWER CORP NEW    (COM) AMT 2,627,000 23,123 1.64%
SCHLUMBERGER LTD    (COM) SLB 2,372,000 30,001 1.48%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 2,355,000 42,709 1.47%
ALPHABET INC    (CAP STK CL A) GOOGL 2,140,000 3,042 1.33%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 2,119,000 26,639 1.32%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 1,868,000 22,260 1.16%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,821,000 32,619 1.13%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 1,798,000 25,161 1.12%
GENERAL ELECTRIC CO    (COM) GE 1,719,000 54,593 1.07%
ISHARES TR    (NASDQ BIOTEC ETF) IBB 1,702,000 6,612 1.06%
BRISTOL MYERS SQUIBB CO    (COM) BMY 1,457,000 19,810 0.91%
ALPHABET INC    (CAP STK CL C) GOOG 1,455,000 2,102 0.91%
ANNALY CAP MGMT INC    (COM) NLY 1,422,000 128,454 0.88%
ALPS ETF TR    (ALERIAN MLP) AMLP 1,394,000 109,575 0.87%
PFIZER INC    (COM) PFE 1,349,000 38,317 0.84%
INTEL CORP    (COM) INTC 1,291,000 39,357 0.80%
POWERSHARES ETF TRUST    (FTSE RAFI 1000) PRF 1,242,000 13,723 0.77%
KIMBERLY CLARK CORP    (COM) KMB 1,171,000 8,514 0.73%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,110,000 5,297 0.69%
FACEBOOK INC    (CL A) FB 1,049,000 9,182 0.65%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,005,000 6,623 0.62%
JPMORGAN CHASE & CO    (COM) JPM 962,000 15,480 0.60%
WISDOMTREE TR    (LARGECAP DIVID) DLN 897,000 11,840 0.56%
CVS HEALTH CORP    (COM) CVS 874,000 9,132 0.54%
ISHARES TR    (RUSSELL 3000 ETF) IWV 828,000 6,678 0.51%
NOVARTIS A G    (SPONSORED ADR) NVS 814,000 9,870 0.50%
ISHARES TR    (MSCI ACWI ETF) ACWI 771,000 13,714 0.48%
WISDOMTREE TR    (MDCP EARN FUND) EZM 709,000 7,771 0.44%
CONSOLIDATED EDISON INC    (COM) ED 694,000 8,629 0.43%
INVESCO LTD    (SHS) IVZ 676,000 26,472 0.42%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 635,000 27,772 0.39%
EXXON MOBIL CORP    (COM) XOM 618,000 6,596 0.38%
TIFFANY & CO NEW    (COM) TIF 615,000 10,142 0.38%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 601,000 20,534 0.37%
BLACKSTONE GROUP L P    (COM UNIT LTD) BX 587,000 23,900 0.36%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 569,000 3,854 0.35%
AT&T INC    (COM) T 516,000 11,947 0.32%
CISCO SYS INC    (COM) CSCO 487,000 16,970 0.30%
3M CO    (COM) MMM 467,000 2,668 0.29%
ALLERGAN PLC    (SHS) AGN 457,000 1,977 0.28%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 419,000 8,416 0.26%
PHILIP MORRIS INTL INC    (COM) PM 417,000 4,098 0.26%
RYDEX ETF TRUST    (GUG S&P500 PU GR) RPG 337,000 4,169 0.21%
POWERSHARES QQQ TRUST    (UNIT SER 1) QQQQ 336,000 3,124 0.21%
COCA COLA CO    (COM) KO 320,000 7,058 0.20%
BOEING CO    (COM) BA 310,000 2,389 0.19%
DANAHER CORP DEL    (COM) DHR 282,000 2,796 0.17%
WELLS FARGO & CO NEW    (COM) WFC 281,000 5,932 0.17%
ALTRIA GROUP INC    (COM) MO 246,000 3,573 0.15%
AVALONBAY CMNTYS INC    (COM) AVB 244,000 1,355 0.15%
CHEVRON CORP NEW    (COM) CVX 234,000 2,229 0.14%
STANLEY BLACK & DECKER INC    (COM) SWK 225,000 2,027 0.14%
VANGUARD SPECIALIZED PORTFOL    (DIV APP ETF) VIG 218,000 2,620 0.13%
CELGENE CORP    (COM) CELG 213,000 2,158 0.13%
RYDEX ETF TRUST    (GUG S&P500 PU VA) RPV 207,000 4,065 0.12%
VANECK VECTORS GOLD MINERS ETF    (GOLD MINERS ETF) GDX 204,000 7,380 0.12%
EASTERN CO    (COM) EML 196,000 11,796 0.12%
Total Value As 2016-06-30: 159,872,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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