Stuart Chaussee & Associates, Inc. — Q2 2017 13F Holdings

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001653253

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BIV	Vanguard Intermediate-term B	ETF-Other	30.03%	—	+1.08%
2	BLV	Vanguard Long-term Bond ETF	ETF-Other	17.75%	—	-0.04%
3	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	14.22%	—	+101.33%
4	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	7.56%	—	+0.18%
5	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	5.93%	—	—
6	TOTL	Ss Doubleline Tr Tact ETF	ETF-Other	5.46%	—	—
7	PFF	Ishares Preferred & Income S	ETF-Other	5.44%	—	—
8	VNQ	Vanguard Real Estate ETF	ETF-Other	4.10%	—	+2943.27%
9	VYM	Vanguard High Dvd Yield ETF	ETF-Other	3.96%	-0.90%	EXIT
10	REET	Ishares Global Reit ETF	ETF-Other	2.28%	—	—
11	SBUX	Starbucks CORP	Stock-Consumer Disc	0.39%	—	—
12	✓	Altria Group, Inc.	Stock-Other	0.38%	—	—
13	KO	Coca-cola Co/the	Stock-Consumer Staples	0.26%	—	—
14	UPS	United Parcel Service-cl B	Stock-Industrials	0.19%	—	-3.12%
15	PM	Philip Morris International	Stock-Consumer Staples	0.16%	—	—
16	XLP	Ss Consumer Staples Sel Sect	ETF-Other	0.14%	—	—
17	KHC	Kraft Heinz Co/the	Stock-Consumer Staples	0.11%	—	—
18	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.09%	—	+40.00%
19	DIS	Walt Disney Co/the	Stock-Comm Services	0.09%	—	—
20	XOM	Exxon Mobil CORP	Stock-Energy	0.08%	—	—
21	ED	Consolidated Edison INC	Stock-Utilities	0.08%	—	—
22	SO	Southern Co/the	Stock-Utilities	0.08%	—	—
23	✓	J P Morgan Chase And Co	Stock-Other	0.08%	-0.05%	EXIT
24	INTC	Intel CORP	Stock-Tech	0.07%	—	—
25	✓	AT & T, Inc. New	Stock-Other	0.06%	—	-68.89%
26	CL	Colgate-palmolive Co	Stock-Consumer Staples	0.06%	—	-50.00%
27	MSFT	Microsoft CORP	Stock-Tech	0.06%	-0.28%	EXIT
28	✓	Vanguard Scottsdale Fds	Stock-Other	0.06%	—	—
29	✓	Alphabet Inc.	Stock-Other	0.05%	-0.10%	EXIT
30	CVX	Chevron CORP	Stock-Energy	0.05%	—	-3.63%
31	RDS-A	Shell Plc-spon Adr-a	Stock-Other	0.05%	—	—
32	AEP	American Electric Power Company, Inc.	Stock-Utilities	0.04%	—	—
33	✓	PPL Corporation	Stock-Other	0.04%	—	—
34	JNJ	Johnson & Johnson	Stock-Healthcare	0.04%	—	—
35	✓	Dominion Energy, Inc.	Stock-Other	0.04%	—	—
36	SYY	Sysco CORP	Stock-Consumer Staples	0.03%	—	—
37	WFC	Wells Fargo & Co	Stock-Financials	0.03%	—	—
38	ALL	Allstate CORP	Stock-Financials	0.03%	—	—
39	AMZN	Amazon.com INC	Stock-Consumer Disc	0.03%	—	—
40	WM	Waste Management INC	Stock-Industrials	0.03%	—	—
41	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.03%	—	—
42	✓	Oracle Corporation	Stock-Other	0.02%	-0.05%	EXIT
43	✓	3m Co	Stock-Other	0.02%	—	—
44	PNC	Pnc Financial Services Group	Stock-Financials	0.02%	—	-68.96%
45	BA	Boeing Co/the	Stock-Industrials	0.01%	—	-6.54%
46	PRU	Prudential Financial INC	Stock-Financials	0.01%	—	—
47	HDV	Ishares Core High Dividend E	ETF-Other	0.01%	—	—
48	R6C2	Royal Dutch Shell-spon Adr-b	Stock-Other	0.01%	—	—
49	MS	Morgan Stanley	Stock-Financials	0.01%	—	—
50	✓	Verizon Communications Inc.	Stock-Other	0.01%	—	-91.29%

1–50 of 87

Holding changes this quarter

Position changes disclosed by Stuart Chaussee & Associates, Inc. for the quarter ending Q2 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TLT	Ishares 20+ Year Treasury Bd	+5.2%	+101.33%	Add
2	VNQ	Vanguard Real Estate ETF	+3.9%	+2943.27%	Add
3	EEM	Ishares Msci Emerging Market	0%	+40.00%	Add
4	PNC	Pnc Financial Services Group	0%	-68.96%	Trim
5	O	Realty Income CORP	-0.1%	-83.09%	Trim
6	AAPL	Apple INC	-0.1%	-74.44%	Trim
7	KO	Coca-cola Co/the	-0.1%	—	Unchanged
8	CL	Colgate-palmolive Co	-0.1%	-50.00%	Trim
9	✓	Alphabet Inc.	-0.1%	-55.03%	Trim
10	✓	Altria Group, Inc.	-0.1%	—	Unchanged
11	✓	Verizon Communications Inc.	-0.2%	-91.29%	Trim
12	✓	AT & T, Inc. New	-0.2%	-68.89%	Trim
13	VGLT	Vanguard Long-term Treasury	-2.1%	+0.18%	Add
14	VYM	Vanguard High Dvd Yield ETF	-3.6%	-31.49%	Trim
15	BLV	Vanguard Long-term Bond ETF	-5%	-0.04%	Trim
16	BIV	Vanguard Intermediate-term B	-8.8%	+1.08%	Add
17	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	NEW	New buy
18	TOTL	Ss Doubleline Tr Tact ETF	—	NEW	New buy
19	PFF	Ishares Preferred & Income S	—	NEW	New buy
20	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	Sold out
21	REET	Ishares Global Reit ETF	—	NEW	New buy
22	✓	Exxon Mobil Corporation	—	EXIT	Sold out
23	XOM	Exxon Mobil CORP	—	NEW	New buy
24	TJX	Tjx Companies INC	—	EXIT	Sold out
25	✓	Vanguard Scottsdale Fds	—	NEW	New buy
26	PSA	Public Storage	—	EXIT	Sold out
27	✓	Waste Management, Inc.	—	EXIT	Sold out
28	✓	PPL Corporation	—	NEW	New buy
29	D	Dominion Energy INC	—	EXIT	Sold out
30	PPL	Ppl CORP	—	EXIT	Sold out
31	WY	Weyerhaeuser Co	—	EXIT	Sold out
32	✓	Dominion Energy, Inc.	—	NEW	New buy
33	PEG	Public Service Enterprise Gp	—	EXIT	Sold out
34	ALL	Allstate CORP	—	NEW	New buy
35	WM	Waste Management INC	—	NEW	New buy
36	META	Meta Platforms Inc-class A	—	EXIT	Sold out
37	MMM	3m Co	—	EXIT	Sold out
38	✓	3m Co	—	NEW	New buy
39	HDV	Ishares Core High Dividend E	—	NEW	New buy
40	BKNG	Booking Hldgs INC	—	EXIT	Sold out
41	✓	Public Storage INC Com	—	NEW	New buy
42	VIRC	Virco Mfg Corporation	—	EXIT	Sold out
43	CMCSA	Comcast Corp-class A	—	EXIT	Sold out
44	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
45	✓	Comcast Corporation	—	NEW	New buy
46	✓	State Street SPDR S&P 500 ETF Trust	—	NEW	New buy
47	✓	Merck & Co., Inc.	—	NEW	New buy
48	BP	Bp Plc-spons Adr	—	EXIT	Sold out
49	MRK	Merck & Co. INC.	—	EXIT	Sold out
50	✓	Chubb Limited	—	NEW	New buy