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Retirement Design & Management Inc

Q1 2015 Holdings

Filed 2015-05-06 | 74 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
General Electric CoCOM369604103$1.6K64,8240.1%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$1.7K25,0090.1%
Verizon Communications Inc(VZ)COM92343V104$1.7K35,4850.1%
Spdr Series Trust(SDY)S&P DIVID ETF78464A763$1.8K23,0550.1%
Vanguard World FDS(VGT)INF TECH ETF92204A702$2.4K22,1540.1%
Schlumberger LTD(SLB)COM806857108$2.4K28,9760.1%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$2.6K46,8090.1%
American Tower Corp New(AMT)COM03027X100$2.6K27,7530.1%
Procter & Gamble Co(PG)COM742718109$2.7K32,9670.1%
Johnson & Johnson(JNJ)COM478160104$3.2K31,8060.1%
Pepsico Inc(PEP)COM713448108$3.3K34,0880.1%
Home Depot Inc(HD)COM437076102$3.3K29,1240.1%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$3.7K27,5350.1%
Starbucks Corp(SBUX)COM855244109$3.8K39,8010.1%
Microsoft Corp(MSFT)COM594918104$3.9K96,1600.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$4.0K19,2910.1%
Travelers Companies Inc(TRV)COM89417E109$4.3K39,8890.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$5.5K26,7650.2%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$6.1K251,2430.2%
Apple Inc(AAPL)COM037833100$7.0K55,9330.2%
EGA Emerging Global SHS TREGS EMKTCONS ETF268461779$11.9K450,0030.4%
Conocophillips(COP)COM20825C104$274.0K4,4099.3%
Cisco SYS Inc(CSCO)COM17275R102$429.0K15,50614.6%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$2.1M25,49772.2%
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