0001085146-15-002206.txt : 20151110 0001085146-15-002206.hdr.sgml : 20151110 20151109170442 ACCESSION NUMBER: 0001085146-15-002206 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151109 DATE AS OF CHANGE: 20151109 EFFECTIVENESS DATE: 20151109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RETIREMENT DESIGN & MANAGEMENT INC /ADV CENTRAL INDEX KEY: 0000927952 IRS NUMBER: 061314098 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16441 FILM NUMBER: 151216545 BUSINESS ADDRESS: STREET 1: 1555 POST ROAD EAST CITY: WESTPORT STATE: CT ZIP: 06880 BUSINESS PHONE: 2032550222 MAIL ADDRESS: STREET 1: 1555 POST ROAD EAST CITY: WESTPORT STATE: CT ZIP: 06880 FORMER COMPANY: FORMER CONFORMED NAME: RETIREMENT DESIGN & MANAGEMENT INC /ADV DATE OF NAME CHANGE: 19940804 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000927952 XXXXXXXX 09-30-2015 09-30-2015 RETIREMENT DESIGN & MANAGEMENT INC /ADV

1555 POST ROAD EAST WESTPORT CT 06880

13F HOLDINGS REPORT 028-16441 N Jill Bodossian 203 255-0222 /s/ Jill Bodossian Westport CT 11-08-2015 0 68 96689 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102169428733SHSOLE 2873300ALLERGAN PLCSHSG0177J1083721369SHSOLE 136900ALPS ETF TRALERIAN MLP00162Q86680164180SHSOLE 6418000AMERICAN TOWER CORP NEWCOM03027X100208523699SHSOLE 2369900ANNALY CAP MGMT INCCOM0357104091347136530SHSOLE 13653000APPLE INCCOM037833100619356143SHSOLE 5614300AT&T INCCOM00206R10236911318SHSOLE 1131800AVALONBAY CMNTYS INCCOM0534841012401371SHSOLE 137100BLACKSTONE GROUP L PCOM UNIT LTD09253U10880925537SHSOLE 2553700BOEING COCOM0970231052872189SHSOLE 218900BRISTOL MYERS SQUIBB COCOM110122108126121309SHSOLE 2130900BUCKEYE PARTNERS L PUNIT LTD PARTN1182301013155321SHSOLE 532100CELGENE CORPCOM1510201042442258SHSOLE 225800CISCO SYS INCCOM17275R10243316506SHSOLE 1650600COCA COLA COCOM1912161003057597SHSOLE 759700CONOCOPHILLIPSCOM20825C1042044259SHSOLE 425900DANAHER CORP DELCOM2358511022382796SHSOLE 279600DOW CHEM COCOM2605431032205178SHSOLE 517800EASTERN COCOM27631710418911796SHSOLE 1179600ENERGY TRANSFER PRTNRS L PUNIT LTD PARTN29273R10972617668SHSOLE 1766800ENTERPRISE PRODS PARTNERS LCOM29379210754822000SHSOLE 2200000EXXON MOBIL CORPCOM30231G1023614862SHSOLE 486200FACEBOOK INCCL A30303M1026787537SHSOLE 753700FACTORSHARES TRISE CYBER SEC30304R407125849812SHSOLE 4981200GENERAL ELECTRIC COCOM369604103147858596SHSOLE 5859600GOOGLE INCCL A38259P50819273018SHSOLE 301800GOOGLE INCCL C38259P70613352194SHSOLE 219400HOME DEPOT INCCOM437076102339229367SHSOLE 2936700INTEL CORPCOM458140100128242525SHSOLE 4252500INTERNATIONAL BUSINESS MACHSCOM4592001019656658SHSOLE 665800INVESCO LTDSHSG491BT10891629325SHSOLE 2932500ISHARES TRCORE S&P500 ETF464287200421921895SHSOLE 2189500ISHARES TRMSCI ACWI ETF4642882574277918SHSOLE 791800JOHNSON & JOHNSONCOM478160104330035355SHSOLE 3535500JPMORGAN CHASE & COCOM46625H10065410728SHSOLE 1072800KIMBERLY CLARK CORPCOM49436810310189335SHSOLE 933500KINDER MORGAN INC DELCOM49456B10145016258SHSOLE 1625800MARKWEST ENERGY PARTNERS L PUNIT LTD PARTN57075910049711582SHSOLE 1158200MEMORIAL PRODTN PARTNERS LPCOM U REP LTD58604810015331909SHSOLE 3190900MICROSOFT CORPCOM594918104431797548SHSOLE 9754800NOVARTIS A GSPONSORED ADR66987V109102911195SHSOLE 1119500PEPSICO INCCOM713448108423844937SHSOLE 4493700PFIZER INCCOM717081103117937551SHSOLE 3755100PHILIP MORRIS INTL INCCOM7181721093083883SHSOLE 388300PLAINS ALL AMERN PIPELINE LUNIT LTD PARTN72650310563420877SHSOLE 2087700POWERSHARES ETF TRUSTFTSE RAFI 100073935X5835356449SHSOLE 644900RYDEX ETF TRUSTGUG S&P500 EQ WT78355W1062313134SHSOLE 313400RYDEX ETF TRUSTGUG S&P500 PU GR78355W4033023904SHSOLE 390400SCHLUMBERGER LTDCOM806857108210530527SHSOLE 3052700SCHWAB STRATEGIC TRUS LRG CAP ETF8085242012134649SHSOLE 464900SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308249552861SHSOLE 5286100SELECT SECTOR SPDR TRSBI INT-FINL81369Y6056161271899SHSOLE 27189900SPDR S&P 500 ETF TRTR UNIT78462F103358518707SHSOLE 1870700SPDR SERIES TRUSTS&P DIVID ETF78464A763166123023SHSOLE 2302300STANLEY BLACK & DECKER INCCOM8545021012222294SHSOLE 229400STARBUCKS CORPCOM855244109439077230SHSOLE 7723000THERMO FISHER SCIENTIFIC INCCOM8835561023522882SHSOLE 288200TRAVELERS COMPANIES INCCOM89417E109353635524SHSOLE 3552400UNITED TECHNOLOGIES CORPCOM913017109102011465SHSOLE 1146500VANGUARD INDEX FDSS&P 500 ETF SHS9229083637494265SHSOLE 426500VANGUARD WHITEHALL FDS INCHIGH DIV YLD921946406160925686SHSOLE 2568600VANGUARD WORLD FDSHEALTH CAR ETF92204A504552145049SHSOLE 4504900VANGUARD WORLD FDSINF TECH ETF92204A702285428542SHSOLE 2854200VERIZON COMMUNICATIONS INCCOM92343V104137131502SHSOLE 3150200WELLS FARGO & CO NEWCOM9497461012655167SHSOLE 516700WISDOMTREE TRLARGECAP DIVID97717W307134219945SHSOLE 1994500WISDOMTREE TRMDCP EARN FUND97717W5702242603SHSOLE 260300YUM BRANDS INCCOM988498101105113146SHSOLE 1314600