Stuart Chaussee & Associates, Inc. — Q4 2017 13F Holdings

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q4 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	✓	Ishares Edge Msci USA Momentum	Stock-Other	30.36%	—	—
2	AOM	Ishares Core 40/60 Moderate	ETF-Other	21.75%	—	+82.43%
3	ACWI	Ishares Msci Acwi ETF	ETF-Other	18.28%	—	—
4	✓	Consumer Staples Select Sector Spdr	Stock-Other	18.21%	—	+64569.20%
5	VYM	Vanguard High Dvd Yield ETF	ETF-Other	4.12%	-0.90%	EXIT
6	AAXJ	Ishares Msci All Country Asi	ETF-Other	2.64%	—	-1.40%
7	✓	Spdr Portfolio S&p 500 Value E	Stock-Other	0.83%	—	—
8	AOK	Ishares Core 30/70 Conservat	ETF-Other	0.42%	—	-96.82%
9	SBUX	Starbucks CORP	Stock-Consumer Disc	0.38%	—	—
10	✓	Exxon Mobil Corporation	Stock-Other	0.27%	—	+219.87%
11	KO	Coca-cola Co/the	Stock-Consumer Staples	0.25%	—	—
12	UPS	United Parcel Service-cl B	Stock-Industrials	0.20%	—	—
13	✓	Altria Group INC Com	Stock-Other	0.14%	—	-2.42%
14	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.10%	—	—
15	KHC	Kraft Heinz Co/the	Stock-Consumer Staples	0.10%	—	—
16	INTC	Intel CORP	Stock-Tech	0.10%	—	—
17	PACWUSD	Pacwest Bancorp	Stock-Other	0.09%	—	—
18	✓	J P Morgan Chase And Co	Stock-Other	0.09%	-0.05%	EXIT
19	ED	Consolidated Edison INC	Stock-Utilities	0.08%	—	—
20	DIS	Walt Disney Co/the	Stock-Comm Services	0.08%	—	-11.13%
21	MSFT	Microsoft CORP	Stock-Tech	0.07%	-0.28%	EXIT
22	✓	Verizon Communications Inc.	Stock-Other	0.07%	—	—
23	AAPL	Apple INC	Stock-Tech	0.07%	-0.18%	EXIT
24	✓	Vanguard Scottsdale Fds	Stock-Other	0.07%	—	—
25	PM	Philip Morris International	Stock-Consumer Staples	0.06%	—	—
26	CVX	Chevron CORP	Stock-Energy	0.06%	—	—
27	RDS-A	Shell Plc-spon Adr-a	Stock-Other	0.06%	—	—
28	✓	AT & T, Inc. New	Stock-Other	0.06%	—	—
29	✓	Waste Management, Inc.	Stock-Other	0.05%	-0.11%	EXIT
30	AMZN	Amazon.com INC	Stock-Consumer Disc	0.04%	—	—
31	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.04%	—	—
32	✓	Alphabet Inc.	Stock-Other	0.04%	-0.13%	EXIT
33	JNJ	Johnson & Johnson	Stock-Healthcare	0.04%	—	—
34	✓	Dominion Energy INC Com	Stock-Other	0.04%	—	—
35	✓	Ishares Esg Aware Msci Eafe Et	Stock-Other	0.04%	—	—
36	SYY	Sysco CORP	Stock-Consumer Staples	0.04%	—	—
37	ALL	Allstate CORP	Stock-Financials	0.03%	—	—
38	RTN1USD	Raytheon Company	Stock-Other	0.03%	—	+5.49%
39	WFC	Wells Fargo & Co	Stock-Financials	0.03%	—	+3.75%
40	✓	Oracle Corporation	Stock-Other	0.03%	-0.05%	EXIT
41	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.02%	—	—
42	VNQ	Vanguard Real Estate ETF	ETF-Other	0.02%	—	-99.61%
43	SO	Southern Co/the	Stock-Utilities	0.02%	—	—
44	BA	Boeing Co/the	Stock-Industrials	0.02%	—	+8.00%
45	✓	Spdr Portfolio Intermediate Te	Stock-Other	0.02%	—	—
46	✓	Ishares Tr	Stock-Other	0.02%	—	—
47	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	0.02%	—	—
48	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.02%	—	—
49	✓	Vident International Equity Strategy ETF	ETF-Other	0.02%	—	—
50	✓	3m Co	Stock-Other	0.02%	—	—

1–50 of 120

Holding changes this quarter

Position changes disclosed by Stuart Chaussee & Associates, Inc. for the quarter ending Q4 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AOM	Ishares Core 40/60 Moderate	+21.3%	+82.43%	Add
2	✓	Consumer Staples Select Sector Spdr	+17.6%	+64569.20%	Add
3	VYM	Vanguard High Dvd Yield ETF	+3.2%	-1.41%	Trim
4	AAXJ	Ishares Msci All Country Asi	+1.8%	-1.40%	Trim
5	AOK	Ishares Core 30/70 Conservat	0%	-96.82%	Trim
6	SBUX	Starbucks CORP	-0.3%	—	Unchanged
7	KO	Coca-cola Co/the	-0.3%	—	Unchanged
8	INTC	Intel CORP	-0.4%	—	Unchanged
9	✓	Altria Group INC Com	-0.6%	-2.42%	Trim
10	✓	Exxon Mobil Corporation	-0.7%	+219.87%	Add
11	AEP	American Electric Power	-0.8%	—	Unchanged
12	MRSH	Marsh & Mclennan Cos	-1%	—	Unchanged
13	TXN	Texas Instruments INC	-1%	+34.15%	Add
14	AXP	American Express Co	-1.1%	—	Unchanged
15	UPS	United Parcel Service-cl B	-1.2%	—	Unchanged
16	✓	Visa Inc.	-1.2%	—	Unchanged
17	PRU	Prudential Financial INC	-1.3%	—	Unchanged
18	PEP	Pepsico INC	-1.3%	—	Unchanged
19	ADP	Automatic Data Processing	-1.3%	—	Unchanged
20	✓	Ishares Tr	-1.3%	—	Unchanged
21	SRE	Sempra	-1.3%	—	Unchanged
22	KMB	Kimberly-clark CORP	-1.4%	—	Unchanged
23	CAT	Caterpillar INC	-1.5%	—	Unchanged
24	JNJ	Johnson & Johnson	-1.5%	—	Unchanged
25	PNC	Pnc Financial Services Group	-1.5%	—	Unchanged
26	✓	CME Group Inc.	-1.6%	—	Unchanged
27	HON	Honeywell International INC	-1.7%	+21.59%	Add
28	✓	Chubb Limited	-1.7%	—	Unchanged
29	SYK	Stryker CORP	-1.7%	—	Unchanged
30	✓	NextEra Energy, Inc.	-1.7%	—	Unchanged
31	MCD	Mcdonald's CORP	-1.8%	+106.25%	Add
32	✓	Costco Wholesale Corporation	-1.9%	—	Unchanged
33	HD	Home Depot INC	-1.9%	+8.64%	Add
34	PH	Parker Hannifin CORP	-2.1%	—	Unchanged
35	LRCXEUR	Lam Research CORP	-2.2%	—	Unchanged
36	RTN1USD	Raytheon Company	-2.2%	+5.49%	Add
37	AMGN	Amgen INC	-2.2%	—	Unchanged
38	✓	UnitedHealth Group Incorporated	-2.3%	—	Unchanged
39	GD	General Dynamics CORP	-2.5%	—	Unchanged
40	✓	Public Storage INC Com	-2.5%	—	Unchanged
41	✓	State Street SPDR S&P 500 ETF Trust	-2.9%	—	Unchanged
42	BA	Boeing Co/the	-3%	+8.00%	Add
43	✓	BlackRock, Inc.	-5.3%	—	Unchanged
44	✓	Ishares Edge Msci USA Momentum	—	NEW	New buy
45	ACWI	Ishares Msci Acwi ETF	—	NEW	New buy
46	✓	Spdr Portfolio S&p 500 Value E	—	NEW	New buy
47	EEM	Ishares Msci Emerging Market	—	NEW	New buy
48	PACWUSD	Pacwest Bancorp	—	NEW	New buy
49	VTV	Vanguard Value ETF	—	EXIT	Sold out
50	CL	Colgate-palmolive Co	—	EXIT	Sold out