Stuart Chaussee & Associates, Inc. — Q3 2017 13F Holdings

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q3 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	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	26.89%	—	—
2	AOK	Ishares Core 30/70 Conservat	ETF-Other	13.59%	—	—
3	AOM	Ishares Core 40/60 Moderate	ETF-Other	12.22%	—	—
4	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-Other	11.60%	—	—
5	EFV	Ishares Msci Eafe Value ETF	ETF-Other	7.74%	—	—
6	VNQ	Vanguard Real Estate ETF	ETF-Other	6.43%	—	+56.63%
7	✓	Powershares Global ETF Trust	ETF-Other	4.73%	—	—
8	VYM	Vanguard High Dvd Yield ETF	ETF-Other	4.10%	-0.90%	EXIT
9	VTV	Vanguard Value ETF	ETF-Other	3.90%	-0.06%	EXIT
10	✓		Stock-Other	3.27%	—	—
11	AAXJ	Ishares Msci All Country Asi	ETF-Other	2.66%	—	—
12	SBUX	Starbucks CORP	Stock-Consumer Disc	0.36%	—	-0.44%
13	KO	Coca-cola Co/the	Stock-Consumer Staples	0.26%	—	—
14	UPS	United Parcel Service-cl B	Stock-Industrials	0.21%	—	—
15	✓	Altria Group INC Com	Stock-Other	0.13%	—	—
16	KHC	Kraft Heinz Co/the	Stock-Consumer Staples	0.10%	—	—
17	INTC	Intel CORP	Stock-Tech	0.08%	—	—
18	DIS	Walt Disney Co/the	Stock-Comm Services	0.08%	—	—
19	✓	Exxon Mobil Corporation	Stock-Other	0.08%	—	—
20	ED	Consolidated Edison INC	Stock-Utilities	0.08%	—	—
21	✓	J P Morgan Chase And Co	Stock-Other	0.08%	-0.05%	EXIT
22	✓	Vanguard Scottsdale Fds	Stock-Other	0.07%	—	+29.73%
23	PM	Philip Morris International	Stock-Consumer Staples	0.07%	—	-54.87%
24	✓	Verizon Communications Inc.	Stock-Other	0.07%	—	+420.95%
25	✓	Powershares ETF Tr Ii	ETF-Other	0.07%	—	—
26	MSFT	Microsoft CORP	Stock-Tech	0.06%	-0.28%	EXIT
27	✓	AT & T, Inc. New	Stock-Other	0.06%	—	-10.89%
28	CVX	Chevron CORP	Stock-Energy	0.06%	—	—
29	RDS-A	Shell Plc-spon Adr-a	Stock-Other	0.05%	—	—
30	✓	Waste Management, Inc.	Stock-Other	0.05%	-0.11%	EXIT
31	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.04%	—	—
32	✓	PPL Corporation	Stock-Other	0.04%	—	—
33	✓	Ishares Esg Aware Msci Eafe Et	Stock-Other	0.04%	—	—
34	JNJ	Johnson & Johnson	Stock-Healthcare	0.04%	—	—
35	✓	Dominion Energy INC Com	Stock-Other	0.04%	—	—
36	AEP	American Electric Power Company, Inc.	Stock-Utilities	0.04%	—	—
37	✓	Alphabet Inc.	Stock-Other	0.03%	-0.13%	EXIT
38	RTN1USD	Raytheon Company	Stock-Other	0.03%	—	—
39	SYY	Sysco CORP	Stock-Consumer Staples	0.03%	—	—
40	WFC	Wells Fargo & Co	Stock-Financials	0.03%	—	—
41	✓	Consumer Staples Select Sector Spdr	Stock-Other	0.03%	—	—
42	CL	Colgate-palmolive Co	Stock-Consumer Staples	0.03%	—	-50.98%
43	SO	Southern Co/the	Stock-Utilities	0.03%	—	-69.21%
44	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.02%	—	—
45	✓	Oracle Corporation	Stock-Other	0.02%	-0.05%	EXIT
46	✓	Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs	Stock-Other	0.02%	—	—
47	BA	Boeing Co/the	Stock-Industrials	0.02%	—	—
48	✓	Ishares Tr	Stock-Other	0.02%	—	—
49	✓	Vident International Equity Strategy ETF	ETF-Other	0.02%	—	—
50	PNC	Pnc Financial Services Group	Stock-Financials	0.02%	—	—

1–50 of 89

Holding changes this quarter

Position changes disclosed by Stuart Chaussee & Associates, Inc. for the quarter ending Q3 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VWO	Vanguard Ftse Emerging Marke	+26.9%	NEW	New buy
2	AOK	Ishares Core 30/70 Conservat	+13.6%	NEW	New buy
3	AOM	Ishares Core 40/60 Moderate	+12.2%	NEW	New buy
4	EEMV	Ishares Msci Emg Mkt Min Vol	+11.6%	NEW	New buy
5	EFV	Ishares Msci Eafe Value ETF	+7.7%	NEW	New buy
6	✓	Powershares Global ETF Trust	+4.7%	NEW	New buy
7	VTV	Vanguard Value ETF	+3.9%	NEW	New buy
8	✓		+3.3%	NEW	New buy
9	AAXJ	Ishares Msci All Country Asi	+2.7%	NEW	New buy
10	VNQ	Vanguard Real Estate ETF	+2.3%	+56.63%	Add
11	VYM	Vanguard High Dvd Yield ETF	+0.1%	-1.10%	Trim
12	✓	Altria Group INC Com	+0.1%	NEW	New buy
13	✓	Exxon Mobil Corporation	+0.1%	NEW	New buy
14	✓	Powershares ETF Tr Ii	+0.1%	NEW	New buy
15	✓	Verizon Communications Inc.	+0.1%	+420.95%	Add
16	✓	Waste Management, Inc.	+0.1%	NEW	New buy
17	DSI	Ishares Esg Msci Kld 400 ETF	0%	NEW	New buy
18	✓	Ishares Esg Aware Msci Eafe Et	0%	NEW	New buy
19	✓	Dominion Energy INC Com	0%	NEW	New buy
20	✓	Alphabet Inc.	0%	NEW	New buy
21	RTN1USD	Raytheon Company	0%	NEW	New buy
22	✓	Consumer Staples Select Sector Spdr	0%	NEW	New buy
23	✓	Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs	0%	NEW	New buy
24	✓	Ishares Tr	0%	NEW	New buy
25	✓	Vident International Equity Strategy ETF	0%	NEW	New buy
26	✓	Vanguard Scottsdale Fds	0%	+29.73%	Add
27	✓	Ishares Core High Dividend ETF	0%	NEW	New buy
28	HDV	Ishares Core High Dividend E	0%	EXIT	Sold out
29	✓	3m Co	0%	EXIT	Sold out
30	SBUX	Starbucks CORP	0%	-0.44%	Trim
31	ALL	Allstate CORP	0%	EXIT	Sold out
32	CL	Colgate-palmolive Co	0%	-50.98%	Trim
33	AMZN	Amazon.com INC	0%	EXIT	Sold out
34	WM	Waste Management INC	0%	EXIT	Sold out
35	✓	Dominion Energy, Inc.	0%	EXIT	Sold out
36	SO	Southern Co/the	-0.1%	-69.21%	Trim
37	✓	Alphabet Inc.	-0.1%	EXIT	Sold out
38	XOM	Exxon Mobil CORP	-0.1%	EXIT	Sold out
39	PM	Philip Morris International	-0.1%	-54.87%	Trim
40	EEM	Ishares Msci Emerging Market	-0.1%	EXIT	Sold out
41	XLP	Ss Consumer Staples Sel Sect	-0.1%	EXIT	Sold out
42	✓	Altria Group, Inc.	-0.4%	EXIT	Sold out
43	REET	Ishares Global Reit ETF	-2.3%	EXIT	Sold out
44	PFF	Ishares Preferred & Income S	-5.4%	EXIT	Sold out
45	TOTL	Ss Doubleline Tr Tact ETF	-5.5%	EXIT	Sold out
46	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-5.9%	EXIT	Sold out
47	VGLT	Vanguard Long-term Treasury	-7.6%	EXIT	Sold out
48	TLT	Ishares 20+ Year Treasury Bd	-14.2%	EXIT	Sold out
49	BLV	Vanguard Long-term Bond ETF	-17.8%	EXIT	Sold out
50	BIV	Vanguard Intermediate-term B	-30%	EXIT	Sold out