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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
Portfolio Performance Summary
Percentage Change
Today:
0 Percentage Change
From 2016-06-30:
0
Value Change
Today:
0 Value Change
From 2016-06-30:
0
* Numbers do not include bonds, prefer shares, options, stocks listed in Pink Sheets and Bulletin Board
Portfolio Performance
Company Ticker Current
Holdings
Current
Price
Current Price
Change
Price On
2016-06-30
Price Change
From 2016-06-30
ALPS ETF TR    (ALERIAN MLP)AMLP109575N/AN/AN/AN/A
AT&T INC    (COM)T11947N/AN/AN/AN/A
ALIBABA GROUP HLDG LTD    (SPONSORED ADS)BABA26639N/AN/AN/AN/A
ALPHABET INC    (CAP STK CL C)GOOG2102N/AN/AN/AN/A
ALPHABET INC    (CAP STK CL A)GOOGL3042N/AN/AN/AN/A
ALTRIA GROUP INC    (COM)MO3573N/AN/AN/AN/A
AMERICAN TOWER CORP NEW    (COM)AMT23123N/AN/AN/AN/A
ANNALY CAP MGMT INC    (COM)NLY128454N/AN/AN/AN/A
APPLE INC    (COM)AAPL57036N/AN/AN/AN/A
AVALONBAY CMNTYS INC    (COM)AVB1355N/AN/AN/AN/A
BLACKSTONE GROUP L P    (COM UNIT LTD)BX23900N/AN/AN/AN/A
BOEING CO    (COM)BA2389N/AN/AN/AN/A
BRISTOL MYERS SQUIBB CO    (COM)BMY19810N/AN/AN/AN/A
CVS HEALTH CORP    (COM)CVS9132N/AN/AN/AN/A
CELGENE CORP    (COM)CELG2158N/AN/AN/AN/A
CHEVRON CORP NEW    (COM)CVX2229N/AN/AN/AN/A
CISCO SYS INC    (COM)CSCO16970N/AN/AN/AN/A
COCA COLA CO    (COM)KO7058N/AN/AN/AN/A
CONSOLIDATED EDISON INC    (COM)ED8629N/AN/AN/AN/A
DANAHER CORP DEL    (COM)DHR2796N/AN/AN/AN/A
EASTERN CO    (COM)EML11796N/AN/AN/AN/A
ENTERPRISE PRODS PARTNERS L    (COM)EPD20534N/AN/AN/AN/A
EXXON MOBIL CORP    (COM)XOM6596N/AN/AN/AN/A
FACEBOOK INC    (CL A)FB9182N/AN/AN/AN/A
FIRST TR EXCH TRADED FD III    (LNG/SHT EQUITY)FTLS187035N/AN/AN/AN/A
GENERAL ELECTRIC CO    (COM)GE54593N/AN/AN/AN/A
GLOBAL X FDS    (GLBL X MLP ETF)MLPA504252N/AN/AN/AN/A
HOME DEPOT INC    (COM)HD29701N/AN/AN/AN/A
INTEL CORP    (COM)INTC39357N/AN/AN/AN/A
INTERNATIONAL BUSINESS MACHS    (COM)IBM6623N/AN/AN/AN/A
ISHARES TR    (CORE US AGGBD ET)AGG95535N/AN/AN/AN/A
ISHARES TR    (NASDQ BIOTEC ETF)IBB6612N/AN/AN/AN/A
ISHARES TR    (RUSSELL 3000 ETF)IWV6678N/AN/AN/AN/A
ISHARES TR    (MSCI ACWI ETF)ACWI13714N/AN/AN/AN/A
JPMORGAN CHASE & CO    (COM)JPM15480N/AN/AN/AN/A
JOHNSON & JOHNSON    (COM)JNJ34605N/AN/AN/AN/A
KIMBERLY CLARK CORP    (COM)KMB8514N/AN/AN/AN/A
MICROSOFT CORP    (COM)MSFT95691N/AN/AN/AN/A
NOVARTIS A G    (SPONSORED ADR)NVS9870N/AN/AN/AN/A
PEPSICO INC    (COM)PEP43998N/AN/AN/AN/A
PFIZER INC    (COM)PFE38317N/AN/AN/AN/A
PHILIP MORRIS INTL INC    (COM)PM4098N/AN/AN/AN/A
POWERSHARES QQQ TRUST    (UNIT SER 1)QQQQ3124N/AN/AN/AN/A
POWERSHARES ETF TRUST    (FTSE RAFI 1000)PRF13723N/AN/AN/AN/A
POWERSHARES ETF TR II    (PWRSHS SP500 LOW)SPHD621729N/AN/AN/AN/A
POWERSHARES ETF TR II    (S&P500 LOW VOL)SPLV489965N/AN/AN/AN/A
RYDEX ETF TRUST    (GUG S&P500 PU VA)RPV4065N/AN/AN/AN/A
RYDEX ETF TRUST    (GUG S&P500 PU GR)RPG4169N/AN/AN/AN/A
SPDR S&P 500 ETF TR    (TR UNIT)SPY5297N/AN/AN/AN/A
SPDR SERIES TRUST    (S&P DIVID ETF)SDY22260N/AN/AN/AN/A
SCHLUMBERGER LTD    (COM)SLB30001N/AN/AN/AN/A
SCHWAB STRATEGIC TR    (US LRG CAP ETF)SCHX8416N/AN/AN/AN/A
SELECT SECTOR SPDR TR    (SBI CONS STPLS)XLP42709N/AN/AN/AN/A
SELECT SECTOR SPDR TR    (SBI INT-FINL)XLF27772N/AN/AN/AN/A
STANLEY BLACK & DECKER INC    (COM)SWK2027N/AN/AN/AN/A
STARBUCKS CORP    (COM)SBUX73282N/AN/AN/AN/A
THERMO FISHER SCIENTIFIC INC    (COM)TMO3854N/AN/AN/AN/A
3M CO    (COM)MMM2668N/AN/AN/AN/A
TIFFANY & CO NEW    (COM)TIF10142N/AN/AN/AN/A
TRAVELERS COMPANIES INC    (COM)TRV32847N/AN/AN/AN/A
VANECK VECTORS GOLD MINERS ETF    (GOLD MINERS ETF)GDX7380N/AN/AN/AN/A
VANGUARD SPECIALIZED PORTFOL    (DIV APP ETF)VIG2620N/AN/AN/AN/A
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD)VYM25161N/AN/AN/AN/A
VANGUARD INDEX FDS    (S&P 500 ETF SHS)VOO49591N/AN/AN/AN/A
VERIZON COMMUNICATIONS INC    (COM)VZ32619N/AN/AN/AN/A
WELLS FARGO & CO NEW    (COM)WFC5932N/AN/AN/AN/A
WISDOMTREE TR    (LARGECAP DIVID)DLN11840N/AN/AN/AN/A
WISDOMTREE TR    (MDCP EARN FUND)EZM7771N/AN/AN/AN/A
ALLERGAN PLC    (SHS)AGN1977N/AN/AN/AN/A
INVESCO LTD    (SHS)IVZ26472N/AN/AN/AN/A
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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