RETIREMENT DESIGN & MANAGEMENT INC /ADV

13F Portfolio Filings

  • Most recent 13F
    Q3 2016
  • Location
    westport, CT
  • CIK
    0000927952
  • All SEC filings
Q3 2016
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1

$0
0
13F-HR
Oct 14, 2016
000108514616004490

70

$159.87M
POWERSHARES ETF TR II, POWERSHARES ETF TR II, AGG, VOO
13F-HR
Jul 29, 2016
000108514616004075

66

$139.98M
POWERSHARES ETF TR II, 9000048D, AGG, VOO
13F-HR
May 12, 2016
000108514616003700

72

$179.25M
IVV, 9000048D, ACWX, AGG
13F-HR
Feb 10, 2016
000108514616002900

68

$96.69M
AAPL, XLF, VANGUARD WORLD FDS, SBUX
13F-HR
Nov 9, 2015
000108514615002206

75

$116.39M
EGA EMERGING GLOBAL SHS TR, AAPL, VANGUARD WORLD FDS, XLF
13F-HR
Aug 7, 2015
000108514615001622

74

$115.05M
EGA EMERGING GLOBAL SHS TR, AAPL, XLF, SPY
13F-HR
May 6, 2015
000108514615001057

78

$132.08M
VOO, SPY, AAPL, MSFT
13F-HR
Feb 9, 2015
000108514615000299