13F Filings History of RETIREMENT DESIGN & MANAGEMENT INC /ADV

Latest 13F report
Q2 2016 - 29 Jul 2016
Value $
$0
Signature - Title
Jill Bodossian - CCO
Location
Westport, CT
Summary
This page shows a list of all the recent 13F filings made by RETIREMENT DESIGN & MANAGEMENT INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RETIREMENT DESIGN & MANAGEMENT INC /ADV reported 70 stock holdings with total value $159,872,000 as of Q2 2016. Top holdings included SPHD, SPLV, AGG, VOO, and FTLS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2016 0 $0 $0 -$159,872,000 -$159,872,000 13F-HR 13 Oct 2016, 17:39
Q2 2016 70 $159,872,000 +$35,775,148 -$18,653,503 +$17,121,645 SPHD, SPLV, AGG, VOO, FTLS 13F-HR 28 Jul 2016, 21:01
Q1 2016 66 $139,981,000 +$14,551,244 -$54,635,349 -$40,084,105 SPLV, RPV, AGG, VOO, AAPL 13F-HR 12 May 2016, 13:53
Q4 2015 72 $179,253,000 +$84,762,911 -$9,255,335 +$75,507,576 IVV, RPV, ACWX, AGG, VOO 13F-HR 09 Feb 2016, 19:42
Q3 2015 68 $96,689,000 +$17,059,937 -$29,858,936 -$12,798,999 AAPL, XLF, VHT, SBUX, MSFT 13F-HR 09 Nov 2015, 17:04
Q2 2015 75 $116,394,000 +$18,774,339 -$16,775,299 +$1,999,040 ECON, AAPL, VHT, XLF, IVV 13F-HR 06 Aug 2015, 20:53
Q1 2015 74 $115,051,000 +$20,455,034 -$37,102,117 -$16,647,083 ECON, AAPL, XLF, SPY, TRV 13F-HR 06 May 2015, 07:18
Q4 2014 78 $132,076,000 $0 $0 $0 VOO, SPY, AAPL, MSFT, TRV 13F-HR 09 Feb 2015, 16:30