Retirement Design & Management Inc 13F 持仓 · 最近申报 2016年Q2
Retirement Design & Management 在 2016年Q2（报告期截至 2016-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 1.60 亿美元。前几大持仓：SPHD（14.88%）、SPLV（13.11%）、AGG（6.73%）。本季前 25 大持仓中：新建仓 2 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPHD | POWERSHARES ETF TR II | $23.8M | 14.88% | 621,729 | 新建仓 |
| 2 | SPLV | POWERSHARES ETF TR II | $21.0M | 13.11% | 489,965 | 增持 |
| 3 | AGG | ISHARES TR | $10.8M | 6.73% | 95,535 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $9.5M | 5.96% | 49,591 | 减持 |
| 5 | FTLS | FIRST TR EXCH TRADED FD III | $6.0M | 3.72% | 187,035 | 增持 |
| 6 | MLPA | GLOBAL X FDS | $5.9M | 3.66% | 504,252 | 增持 |
| 7 | AAPL | APPLE INC | $5.5M | 3.41% | 57,036 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $4.9M | 3.06% | 95,691 | 减持 |
| 9 | PEP | PEPSICO INC | $4.7M | 2.92% | 43,998 | 增持 |
| 10 | JNJ | JOHNSON & JOHNSON | $4.2M | 2.63% | 34,605 | 减持 |
| 11 | SBUX | STARBUCKS CORP | $4.2M | 2.62% | 73,282 | 减持 |
| 12 | TRV | TRAVELERS COMPANIES INC | $3.9M | 2.45% | 32,847 | 减持 |
| 13 | HD | HOME DEPOT INC | $3.8M | 2.37% | 29,701 | 增持 |
| 14 | AMT | AMERICAN TOWER CORP NEW | $2.6M | 1.64% | 23,123 | 减持 |
| 15 | SLB | SCHLUMBERGER LTD | $2.4M | 1.48% | 30,001 | 增持 |
| 16 | XLP | SELECT SECTOR SPDR TR | $2.4M | 1.47% | 42,709 | 减持 |
| 17 | GOOGL | ALPHABET INC | $2.1M | 1.34% | 3,042 | 增持 |
| 18 | BABA | ALIBABA GROUP HLDG LTD | $2.1M | 1.33% | 26,639 | 增持 |
| 19 | SDY | SPDR SERIES TRUST | $1.9M | 1.17% | 22,260 | 减持 |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $1.8M | 1.14% | 32,619 | 增持 |
| 21 | VYM | VANGUARD WHITEHALL FDS INC | $1.8M | 1.12% | 25,161 | 增持 |
| 22 | GE | GENERAL ELECTRIC CO | $1.7M | 1.08% | 54,593 | 减持 |
| 23 | IBB | ISHARES TR | $1.7M | 1.06% | 6,612 | 新建仓 |
| 24 | BMY | BRISTOL MYERS SQUIBB CO | $1.5M | 0.91% | 19,810 | 减持 |
| 25 | GOOG | ALPHABET INC | $1.5M | 0.91% | 2,102 | 减持 |
来源：SEC 13F 申报文件 · 截至 2016-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR