Retirement Design & Management INC /adv — Q4 2014 13F 持股

Name: Retirement Design & Management INC /adv — 13F Holdings, Q4 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0000927952

申报总市值

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#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	13.78%	-5.96%	EXIT
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	10.64%	-0.69%	EXIT
3	AAPL	Apple INC	股票-科技	4.70%	-3.41%	EXIT
4	MSFT	Microsoft CORP	股票-科技	3.40%	-3.06%	EXIT
5	TRV	Travelers Cos Inc/the	股票-金融	3.35%	-2.45%	EXIT
6	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.96%	—	—
7	JNJ	Johnson & Johnson	股票-医疗保健	2.58%	-2.63%	EXIT
8	SBUX	Starbucks CORP	股票-周期性消费	2.51%	-2.62%	EXIT
9	PEP	Pepsico INC	股票-非周期性消费	2.47%	-2.92%	EXIT
10	JPM	Jpmorgan Chase & Co	股票-金融	2.35%	-0.60%	EXIT
11	HD	Home Depot INC	股票-周期性消费	2.33%	-2.37%	EXIT
12	PG	Procter & Gamble Co/the	股票-非周期性消费	2.29%	—	—
13	VHT	Vanguard Health Care ETF	ETF-其他	2.17%	—	—
14	AMT	American Tower CORP	股票-房地产	2.08%	-1.64%	EXIT
15	AXP	American Express Co	股票-金融	2.03%	—	—
16	XLI	Ss Industrial Select Sector	ETF-其他	2.02%	—	—
17	BABA	Alibaba Group Holding-sp Adr	股票-周期性消费	1.91%	-1.33%	EXIT
18	SLB	Slb LTD	股票-能源	1.84%	-1.48%	EXIT
19	VGT	Vanguard Info Tech ETF	ETF-科技型	1.57%	—	—
20	VZ	Verizon Communications INC	股票-通信服务	1.39%	-1.14%	EXIT
21	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	1.37%	-1.17%	EXIT
22	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.35%	-1.12%	EXIT
23	AEP	American Electric Power Company, Inc.	股票-公用事业	1.19%	-1.08%	EXIT
24	DLN	Wisdomtree US Largecap Divid	ETF-其他	1.17%	-0.56%	EXIT
25	INTC	Intel CORP	股票-科技	1.16%	-0.81%	EXIT
26	NLYEUR	Annaly Capital Management In	股票-其他	1.11%	-0.89%	EXIT
27	UTXZ	United Tech CORP	股票-其他	1.10%	—	—
28	GOOG	Alphabet A	股票-通信服务	1.08%	—	—
29	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.94%	-0.91%	EXIT
30	✓	Google INC Class C	股票-其他	0.92%	—	—
31	PFE	Pfizer INC	股票-医疗保健	0.91%	-0.84%	EXIT
32	AMLPUSD	Alerian Mlp ETF	ETF-其他	0.91%	-0.87%	EXIT
33	D	Dominion Energy INC	股票-公用事业	0.88%	—	—
34	IVZ	Invesco Ltd.	股票-金融	0.87%	-0.42%	EXIT
35	KMB	Kimberly-clark CORP	股票-非周期性消费	0.82%	-0.73%	EXIT
36	IBM	Intl Business Machines CORP	股票-科技	0.80%	-0.63%	EXIT
37	ET	Energy Transfer LP	股票-能源	0.80%	—	—
38	GURU	Global X Guru Index ETF	ETF-大型股与成长	0.77%	—	—
39	PAA	Plains All Amer Pipeline LP	股票-能源	0.76%	—	—
40	MDLZ	Mondelez International Inc-a	股票-非周期性消费	0.76%	—	—
41	ETN	Eaton Corporation plc	股票-工业	0.76%	—	—
42	YUM	Yum! Brands INC	股票-周期性消费	0.76%	—	—
43	ACWI	Ishares Msci Acwi ETF	ETF-其他	0.61%	-0.48%	EXIT
44	EPD	Enterprise Products Partners	股票-能源	0.60%	-0.38%	EXIT
45	✓	MarkWest Energy	股票-其他	0.59%	—	—
46	PRFUSD	Invesco Ftse Rafi US 1000 Et	ETF-其他	0.56%	-0.78%	EXIT
47	AAXJ	Ishares Msci All Country Asi	ETF-其他	0.47%	—	—
48	VOD	Vodafone Group Plc-sp Adr	股票-通信服务	0.43%	—	—
49	SCHX	Schwab US Large-cap ETF	ETF-其他	0.42%	—	—
50	✓	Exchange Traded Concepts Tr	股票-其他	0.38%	—	—

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