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STOCK TICKER:

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

Global Retirement Partners, LLC INSTITUTION : Global Retirement Partners, LLC
Global Retirement Partners, LLC Portfolio (reported on 2019-11-19)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
GALLAGHER ARTHUR J & CO    (COM) AJG 47,480,000 542,076 9.09%
ISHARES TR    (CORE MSCI EAFE) IEFA 18,396,000 299,602 3.52%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 16,750,000 111,598 3.20%
ISHARES TR    (CORE S&P MCP ETF) IJH 13,310,000 68,515 2.54%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 10,886,000 37,154 2.08%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 9,505,000 105,783 1.82%
INVESCO QQQ TR    (UNIT SER 1) 8,638,000 46,257 1.65%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 8,403,000 101,152 1.60%
ISHARES TR    (CORE S&P SCP ETF) IJR 8,074,000 103,143 1.54%
ISHARES INC    (CORE MSCI EMKT) IEMG 8,038,000 156,259 1.53%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 7,897,000 29,342 1.51%
MICROSOFT CORP    (COM) MSFT 6,483,000 48,392 1.24%
ISHARES TR    (CORE S&P500 ETF) IVV 5,905,000 20,034 1.13%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 5,717,000 34,990 1.09%
ISHARES TR    (CORE S&P US GWT) IWZ 5,618,000 89,622 1.07%
APPLE INC    (COM) AAPL 5,563,000 28,108 1.06%
VANGUARD INDEX FDS    (VALUE ETF) VTV 5,559,000 50,115 1.06%
ISHARES TR    (MBS ETF) MBB 5,528,000 51,377 1.05%
BANK AMER CORP    (COM) BAC 5,415,000 186,736 1.03%
ISHARES TR    (RUSSELL 2000 ETF) IWM 4,883,000 31,405 0.93%
AMAZON COM INC    (COM) AMZN 4,757,000 2,512 0.91%
ISHARES TR    (CORE S&P US VLU) IWW 4,427,000 78,139 0.84%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 4,326,000 49,502 0.82%
JOHN HANCOCK ETF TRUST    (MULTIFACTOR MI) 4,042,000 110,735 0.77%
SSGA ACTIVE ETF TR    (BLKSTN GSOSRLN) SRLN 3,628,000 78,497 0.69%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 3,445,000 82,587 0.65%
ISHARES TR    (ULTR SH TRM BD) ICSH 3,407,000 67,603 0.65%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 3,381,000 79,491 0.64%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 3,365,000 30,587 0.64%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 3,200,000 20,429 0.61%
CITIGROUP INC    (COM NEW) C 3,137,000 44,795 0.60%
VANGUARD GROUP    (DIV APP ETF) VIG 3,035,000 26,359 0.58%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 3,019,000 28,091 0.57%
ISHARES TR    (CORE US AGGBD ET) AGG 2,892,000 25,973 0.55%
ISHARES TR    (RUS 1000 GRW ETF) IWF 2,780,000 17,670 0.53%
WELLS FARGO CO NEW    (COM) WFC 2,778,000 58,714 0.53%
ISHARES TR    (TIPS BD ETF) TIP 2,659,000 23,025 0.50%
ISHARES TR    (S&P 500 GRWT ETF) IVW 2,643,000 14,744 0.50%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 2,606,000 29,815 0.49%
VISA INC    (COM CL A) V 2,592,000 14,936 0.49%
ISHARES TR    (NATIONAL MUN ETF) MUB 2,477,000 21,906 0.47%
AMERICAN INTL GROUP INC    (COM NEW) AIG 2,418,000 45,376 0.46%
VANGUARD INDEX FDS    (MID CAP ETF) VO 2,355,000 14,088 0.45%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 2,262,000 31,136 0.43%
ALPHABET INC    (CAP STK CL A) GOOGL 2,261,000 2,088 0.43%
BOEING CO    (COM) BA 2,127,000 5,843 0.40%
JPMORGAN CHASE & CO    (COM) JPM 2,120,000 18,961 0.40%
UNITEDHEALTH GROUP INC    (COM) UNH 2,081,000 8,528 0.39%
ISHARES TR    (MSCI EAFE ETF) EFA 2,070,000 31,492 0.39%
DISNEY WALT CO    (COM DISNEY) DIS 2,045,000 14,647 0.39%
JOHNSON & JOHNSON    (COM) JNJ 2,017,000 14,484 0.38%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 1,995,000 34,817 0.38%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,953,000 15,349 0.37%
PFIZER INC    (COM) PFE 1,918,000 44,265 0.36%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,841,000 8,634 0.35%
ISHARES TR    (MIN VOL USA ETF) USMV 1,806,000 29,262 0.34%
BLACKSTONE GROUP L P    (COM UNIT LTD) BX 1,778,000 40,021 0.34%
CISCO SYS INC    (COM) CSCO 1,686,000 30,800 0.32%
ISHARES TR    (USA MOMENTUM FCT) 1,682,000 14,184 0.32%
PROCTER AND GAMBLE CO    (COM) PG 1,674,000 15,267 0.32%
FIRST TR NASDAQ100 TECH INDE    (SHS) QTEC 1,642,000 19,208 0.31%
COSTCO WHSL CORP NEW    (COM) COST 1,608,000 6,086 0.30%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 1,585,000 4,471 0.30%
ISHARES TR    (EAFE SML CP ETF) SCZ 1,520,000 26,476 0.29%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 1,513,000 30,841 0.28%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 1,505,000 18,660 0.28%
ALTRIA GROUP INC    (COM) MO 1,495,000 31,583 0.28%
ADOBE INC    (COM) ADBE 1,472,000 4,997 0.28%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 1,469,000 12,595 0.28%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,443,000 8,515 0.27%
SPDR SERIES TRUST    (S&P 600 SMCP GRW) DSG 1,435,000 23,555 0.27%
SERVICENOW INC    (COM) NOW 1,414,000 5,149 0.27%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 1,404,000 15,159 0.26%
COCA COLA CO    (COM) KO 1,402,000 27,528 0.26%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 1,376,000 13,519 0.26%
ISHARES TR    (CORE MSCI TOTAL) IXUS 1,373,000 23,412 0.26%
ISHARES TR    (MRGSTR MD CP ETF) JKG 1,346,000 6,937 0.25%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 1,324,000 9,208 0.25%
ALPHABET INC    (CAP STK CL C) GOOG 1,297,000 1,200 0.24%
WISDOMTREE TR    (US SMALLCAP FUND) EES 1,279,000 35,660 0.24%
FACEBOOK INC    (CL A) FB 1,267,000 6,565 0.24%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,266,000 22,168 0.24%
BB&T CORP    (COM) BBT 1,263,000 25,701 0.24%
INVESCO EXCHNG TRADED FD TR    (FNDMNTL HY CRP) 1,239,000 65,363 0.23%
HOME DEPOT INC    (COM) HD 1,237,000 5,949 0.23%
IQVIA HLDGS INC    (COM) 1,236,000 7,684 0.23%
GLOBAL X FDS    (GLB X MLP ENRG I) MLPX 1,217,000 94,083 0.23%
ADVANCED MICRO DEVICES INC    (COM) AMD 1,217,000 40,072 0.23%
WISDOMTREE TR    (US MIDCAP FUND) EZM 1,212,000 30,300 0.23%
ISHARES TR    (EDGE MSCI USA VL) VLUE 1,212,000 14,924 0.23%
AT&T INC    (COM) T 1,174,000 35,032 0.22%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 1,171,000 15,009 0.22%
CHEVRON CORP NEW    (COM) CVX 1,171,000 9,410 0.22%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,159,000 41,976 0.22%
SALESFORCE COM INC    (COM) CRM 1,155,000 7,613 0.22%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 1,107,000 20,244 0.21%
ROSS STORES INC    (COM) ROST 1,105,000 11,147 0.21%
AMERICAN TOWER CORP NEW    (COM) AMT 1,103,000 5,393 0.21%
ORACLE CORP    (COM) ORCL 1,079,000 18,945 0.20%
NIKE INC    (CL B) NKE 1,078,000 12,844 0.20%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 1,076,000 9,881 0.20%
EXXON MOBIL CORP    (COM) XOM 1,074,000 14,018 0.20%
STRYKER CORP    (COM) SYK 1,061,000 5,160 0.20%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,061,000 8,527 0.20%
ZOETIS INC    (CL A) ZTS 1,047,000 9,226 0.20%
TARGA RES CORP    (COM) TRGP 1,042,000 26,542 0.19%
SPDR SERIES TRUST    (BLOMBERG BRC INV) FLRN 1,038,000 33,770 0.19%
DOMINION ENERGY INC    (COM) D 1,001,000 12,948 0.19%
DOLLAR GEN CORP NEW    (COM) DG 998,000 7,380 0.19%
NETFLIX INC    (COM) NFLX 997,000 2,713 0.19%
ISHARES TR    (CORE S&P TTL STK) ISI 997,000 14,965 0.19%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 978,000 4,638 0.18%
AMERICAN EXPRESS CO    (COM) AXP 968,000 7,845 0.18%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 966,000 19,185 0.18%
ECOLAB INC    (COM) ECL 943,000 4,775 0.18%
ISHARES TR    (SP SMCP600VL ETF) IJS 936,000 6,299 0.17%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 914,000 15,000 0.17%
SPDR SERIES TRUST    (PORTFOLIO INTRMD) ITR 913,000 26,144 0.17%
FIDELITY    (MSCI ENERGY IDX) FENY 908,000 52,794 0.17%
HCA HEALTHCARE INC    (COM) HCA 898,000 6,646 0.17%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 881,000 8,177 0.16%
TRANSAMERICA ETF TR    (DELTASHS S&P 500) 867,000 15,264 0.16%
ISHARES INC    (MSCI SWITZERLAND) EWL 863,000 22,984 0.16%
DUKE ENERGY CORP NEW    (COM NEW) DUK 861,000 9,754 0.16%
ABBVIE INC    (COM) ABBV 853,000 11,734 0.16%
SVB FINL GROUP    (COM) SIVB 849,000 3,782 0.16%
INVESCO EXCHNG TRADED FD TR    (PFD ETF) 844,000 57,704 0.16%
SPDR SERIES TRUST    (S&P BIOTECH) XBI 835,000 9,515 0.15%
BP PLC    (SPONSORED ADR) BP 833,000 19,967 0.15%
PHILIP MORRIS INTL INC    (COM) PM 828,000 10,550 0.15%
WASTE MGMT INC DEL    (COM) WMI 826,000 7,161 0.15%
INTEL CORP    (COM) INTC 814,000 17,007 0.15%
SPDR INDEX SHS FDS    (S&P CHINA ETF) GXC 809,000 8,463 0.15%
ISHARES TR    (US HLTHCARE ETF) IYH 793,000 4,062 0.15%
CHENIERE ENERGY INC    (COM NEW) LNG 787,000 11,494 0.15%
SOUTHERN CO    (COM) SO 781,000 14,132 0.14%
JPMORGAN CHASE & CO    (ALERIAN ML ETN) AMJ 772,000 30,757 0.14%
MONDELEZ INTL INC    (CL A) MDLZ 760,000 14,094 0.14%
ISHARES TR    (RUS 2000 VAL ETF) IWN 749,000 6,215 0.14%
ISHARES TR    (MRNGSTR LG-CP ET) JKD 747,000 4,525 0.14%
SPDR SERIES TRUST    (SPDR BLOOMBERG) 738,000 8,061 0.14%
ISHARES INC    (MSCI THAILND ETF) THD 717,000 7,501 0.13%
US BANCORP DEL    (COM NEW) USB 717,000 13,686 0.13%
CVS HEALTH CORP    (COM) CVS 712,000 13,060 0.13%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 699,000 32,982 0.13%
ISHARES TR    (MSCI EMG MKT ETF) EEM 699,000 16,281 0.13%
EQUINIX INC    (COM) EQIX 695,000 1,378 0.13%
MASTERCARD INC    (CL A) MA 688,000 2,599 0.13%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 675,000 31,740 0.12%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 674,000 25,675 0.12%
VANECK VECTORS ETF TR    (EMERGING MKTS HI) 670,000 28,057 0.12%
COMCAST CORP NEW    (CL A) CMCSA 669,000 15,820 0.12%
LILLY ELI & CO    (COM) LLY 667,000 6,018 0.12%
ISHARES TR    (S&P SML 600 GWT) IJT 660,000 3,618 0.12%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 653,000 8,111 0.12%
ISHARES INC    (MSCI AUST ETF) EWA 646,000 28,673 0.12%
CHURCH & DWIGHT INC    (COM) CHD 644,000 8,810 0.12%
ROCKWELL AUTOMATION INC    (COM) ROK 628,000 3,832 0.12%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 628,000 9,058 0.12%
ISHARES TR    (RUS 1000 ETF) IWB 608,000 3,733 0.11%
BRISTOL MYERS SQUIBB CO    (COM) BMY 602,000 13,269 0.11%
ISHARES TR    (IBOXX HI YD ETF) HYG 598,000 6,854 0.11%
MERCK & CO INC    (COM) MRK 597,000 7,119 0.11%
ISHARES TR    (US TREAS BD ETF) GOVT 593,000 22,967 0.11%
EOG RES INC    (COM) EOG 587,000 6,305 0.11%
CHUBB LIMITED    (COM) CB 583,000 3,957 0.11%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2019 CB) 577,000 27,361 0.11%
VANECK VECTORS ETF TR    (RUSSIA ETF) 575,000 24,341 0.11%
ISHARES TR    (JPMORGAN USD EMG) EMB 574,000 5,064 0.10%
BLACKROCK INC    (COM) BLK 561,000 1,196 0.10%
ISHARES INC    (MIN VOL GBL ETF) ACWV 557,000 6,046 0.10%
ISHARES INC    (MSCI BRAZIL ETF) EWZ 557,000 12,729 0.10%
ISHARES TR    (MRNGSTR INC ETF) IYLD 542,000 21,557 0.10%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 540,000 6,978 0.10%
ENBRIDGE INC    (COM) ENB 539,000 14,937 0.10%
ISHARES INC    (MSCI TAIWAN ETF) 535,000 15,310 0.10%
MCDONALDS CORP    (COM) MCD 532,000 2,562 0.10%
SPDR GOLD TRUST    (GOLD SHS) GLD 530,000 3,982 0.10%
ISHARES TR    (FLTG RATE NT ETF) FLOT 526,000 10,326 0.10%
DANAHER CORPORATION    (COM) DHR 520,000 3,639 0.09%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 503,000 1,714 0.09%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 499,000 18,412 0.09%
UNITED TECHNOLOGIES CORP    (COM) UTX 497,000 3,818 0.09%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 494,000 23,090 0.09%
QUALCOMM INC    (COM) QCOM 485,000 6,377 0.09%
HONEYWELL INTL INC    (COM) HON 484,000 2,774 0.09%
PROSHARES TR    (PSHS LC COR PLUS) CSM 481,000 6,834 0.09%
WISDOMTREE TR    (US LARGECAP FUND) EPS 478,000 14,550 0.09%
PUBLIC STORAGE    (COM) PSA 477,000 2,004 0.09%
REALTY INCOME CORP    (COM) O 471,000 6,835 0.09%
PNC FINL SVCS GROUP INC    (COM) PNC 470,000 3,422 0.08%
ISHARES TR    (PFD AND INCM SEC) PFF 464,000 12,595 0.08%
PEPSICO INC    (COM) PEP 461,000 3,516 0.08%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 460,000 7,710 0.08%
YORK WTR CO    (COM) YORW 449,000 12,567 0.08%
PIMCO DYNAMIC INCOME FD    (SHS) PDI 444,000 13,797 0.08%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 440,000 7,840 0.08%
GOLDMAN SACHS GROUP INC    (COM) GS 440,000 2,149 0.08%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 439,000 5,272 0.08%
DOMINOS PIZZA INC    (COM) DPZ 435,000 1,562 0.08%
1 2 3 4 5 6 7 8 9 Next >Full Portfolio View
Total Value As 2019-09-30: 522,227,000 SEC FILING
* Portfolios do not reflect changes after reporting
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