Stuart Chaussee & Associates, Inc. — Q1 2019 13F Holdings

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q1 2019
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	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	55.63%	—	+26.09%
2	VIG	Vanguard Dividend Apprec ETF	ETF-Other	23.52%	—	+15.24%
3	AOK	Ishares Core 30/70 Conservat	ETF-Other	6.14%	—	—
4	DGRO	Ishares Core Dividend Growth	ETF-Other	5.20%	—	—
5	VYM	Vanguard High Dvd Yield ETF	ETF-Other	3.51%	-0.90%	EXIT
6	TQQQ	Proshares Ultrapro Qqq	ETF-Other	0.74%	—	—
7	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.45%	-0.12%	EXIT
8	SBUX	Starbucks CORP	Stock-Consumer Disc	0.43%	—	—
9	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	0.31%	—	—
10	KO	Coca-cola Co/the	Stock-Consumer Staples	0.29%	—	+17.55%
11	EPD	Enterprise Products Partners	Stock-Energy	0.24%	—	—
12	UPS	United Parcel Service-cl B	Stock-Industrials	0.21%	—	+31.08%
13	CVX	Chevron CORP	Stock-Energy	0.20%	—	-14.39%
14	MSFT	Microsoft CORP	Stock-Tech	0.18%	-0.28%	EXIT
15	IWF	Ishares Russell 1000 Growth	ETF-Other	0.17%	-0.12%	EXIT
16	LMT	Lockheed Martin CORP	Stock-Industrials	0.17%	—	-15.50%
17	AAPL	Apple INC	Stock-Tech	0.14%	-0.18%	EXIT
18	VTV	Vanguard Value ETF	ETF-Other	0.12%	-0.06%	EXIT
19	DIS	Walt Disney Co/the	Stock-Comm Services	0.11%	—	+48.60%
20	INTC	Intel CORP	Stock-Tech	0.10%	—	—
21	✓	Alphabet Inc.	Stock-Other	0.10%	-0.10%	EXIT
22	JNJ	Johnson & Johnson	Stock-Healthcare	0.09%	—	+124.46%
23	RTN1USD	Raytheon Company	Stock-Other	0.09%	—	+262.91%
24	✓	Alibaba Group Holding Limited	Stock-Other	0.09%	—	—
25	AMZN	Amazon.com INC	Stock-Consumer Disc	0.09%	—	+60.87%
26	✓	Netflix, Inc.	Stock-Other	0.07%	—	—
27	✓	Verizon Communications Inc.	Stock-Other	0.07%	—	—
28	✓	Alphabet Inc.	Stock-Other	0.07%	-0.13%	EXIT
29	DVY	Ishares Select Dividend ETF	ETF-Other	0.07%	—	—
30	HD	Home Depot INC	Stock-Consumer Disc	0.07%	-0.08%	EXIT
31	BA	Boeing Co/the	Stock-Industrials	0.07%	—	-8.42%
32	ED	Consolidated Edison INC	Stock-Utilities	0.06%	—	—
33	✓	Waste Management, Inc.	Stock-Other	0.06%	-0.11%	EXIT
34	CAT	Caterpillar INC	Stock-Industrials	0.06%	—	+760.00%
35	✓	3m Co	Stock-Other	0.05%	—	+616.07%
36	✓	Exxon Mobil Corporation	Stock-Other	0.05%	—	-25.53%
37	RDS-A	Shell Plc-spon Adr-a	Stock-Other	0.05%	—	—
38	✓	AbbVie Inc.	Stock-Other	0.04%	-0.06%	EXIT
39	✓	J P Morgan Chase And Co	Stock-Other	0.04%	-0.05%	EXIT
40	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.04%	—	—
41	✓	AT & T, Inc. New	Stock-Other	0.03%	—	—
42	PEP	Pepsico INC	Stock-Consumer Staples	0.03%	—	—
43	AMGN	Amgen INC	Stock-Healthcare	0.03%	—	+1562.50%
44	PSA	Public Storage	Stock-Real Estate	0.03%	—	—
45	GS	Goldman Sachs Group INC	Stock-Financials	0.03%	—	—
46	MDT	Medtronic plc	Stock-Healthcare	0.03%	—	—
47	FDX	Fedex CORP	Stock-Industrials	0.03%	—	—
48	ALL	Allstate CORP	Stock-Financials	0.03%	—	—
49	FBIN	Fortune Brands Innovations I	Stock-Industrials	0.03%	—	—
50	✓	Oracle Corporation	Stock-Other	0.03%	-0.05%	EXIT

1–50 of 131

Holding changes this quarter

Position changes disclosed by Stuart Chaussee & Associates, Inc. for the quarter ending Q1 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	USMV	Ishares Msci USA Min Vol Fac	+9.2%	+26.09%	Add
2	VIG	Vanguard Dividend Apprec ETF	+2%	+15.24%	Add
3	AAPL	Apple INC	+0.1%	+105.86%	Add
4	RTN1USD	Raytheon Company	+0.1%	+262.91%	Add
5	HD	Home Depot INC	+0.1%	+517.05%	Add
6	CAT	Caterpillar INC	+0.1%	+760.00%	Add
7	UPS	United Parcel Service-cl B	0%	+31.08%	Add
8	JNJ	Johnson & Johnson	0%	+124.46%	Add
9	✓	3m Co	0%	+616.07%	Add
10	AMZN	Amazon.com INC	0%	+60.87%	Add
11	MSFT	Microsoft CORP	0%	+26.36%	Add
12	DIS	Walt Disney Co/the	0%	+48.60%	Add
13	✓	Alphabet Inc.	0%	+76.92%	Add
14	AMGN	Amgen INC	0%	+1562.50%	Add
15	✓	Alibaba Group Holding Limited	0%	—	Unchanged
16	✓	Netflix, Inc.	0%	—	Unchanged
17	✓	Ishares Core High Dividend ETF	0%	+192.73%	Add
18	FBIN	Fortune Brands Innovations I	0%	—	Unchanged
19	MDLZ	Mondelez International Inc-a	0%	—	Unchanged
20	EPD	Enterprise Products Partners	—	—	Unchanged
21	IWF	Ishares Russell 1000 Growth	—	—	Unchanged
22	INTC	Intel CORP	—	—	Unchanged
23	✓	Alphabet Inc.	—	—	Unchanged
24	✓	Waste Management, Inc.	—	—	Unchanged
25	DVY	Ishares Select Dividend ETF	—	—	Unchanged
26	ED	Consolidated Edison INC	—	—	Unchanged
27	BA	Boeing Co/the	—	-8.42%	Trim
28	SBUX	Starbucks CORP	0%	—	Unchanged
29	KO	Coca-cola Co/the	0%	+17.55%	Add
30	VTV	Vanguard Value ETF	0%	—	Unchanged
31	✓	AbbVie Inc.	0%	—	Unchanged
32	✓	Exxon Mobil Corporation	0%	-25.53%	Trim
33	CVX	Chevron CORP	0%	-14.39%	Trim
34	PG	Procter & Gamble Co/the	-0.1%	-6.88%	Trim
35	VYM	Vanguard High Dvd Yield ETF	-0.3%	—	Unchanged
36	JPST	Jpmorgan Ultra-short Income	—	EXIT	Sold out
37	AOK	Ishares Core 30/70 Conservat	—	NEW	New buy
38	DGRO	Ishares Core Dividend Growth	—	NEW	New buy
39	TQQQ	Proshares Ultrapro Qqq	—	NEW	New buy
40	SPLV	Invesco S&p 500 Low Volatili	—	NEW	New buy
41	SPYG	Ss Spdr P S&p 500 Growth ETF	—	EXIT	Sold out
42	✓	Shire PLC	—	EXIT	Sold out
43	✓	AT & T, Inc. New	—	NEW	New buy
44	PEP	Pepsico INC	—	NEW	New buy
45	PSA	Public Storage	—	NEW	New buy
46	MDT	Medtronic plc	—	NEW	New buy
47	GS	Goldman Sachs Group INC	—	NEW	New buy
48	FDX	Fedex CORP	—	NEW	New buy
49	TAK	Takeda Pharmaceutic-sp Adr	—	NEW	New buy
50	TNA	Dir Dai Sml Ca Bul 3x Et-usd	—	NEW	New buy