Stuart Chaussee & Associates, Inc. — Q2 2019 13F Holdings

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q2 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	55.36%	—	-1.27%
2	VIG	Vanguard Dividend Apprec ETF	ETF-Other	23.53%	—	-0.77%
3	AOK	Ishares Core 30/70 Conservat	ETF-Other	5.64%	—	-6.57%
4	DGRO	Ishares Core Dividend Growth	ETF-Other	5.01%	—	-3.37%
5	VYM	Vanguard High Dvd Yield ETF	ETF-Other	3.39%	-0.90%	EXIT
6	SOXL	Direx Dail Semi Bu 3x Et-usd	ETF-Other	0.93%	—	—
7	SBUX	Starbucks CORP	Stock-Consumer Disc	0.47%	—	—
8	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.45%	-0.12%	EXIT
9	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	0.44%	—	+42.64%
10	KO	Coca-cola Co/the	Stock-Consumer Staples	0.32%	—	+6.43%
11	SCHH	Schwab US Reit ETF	ETF-Other	0.29%	—	—
12	VNQ	Vanguard Real Estate ETF	ETF-Other	0.28%	—	—
13	EPD	Enterprise Products Partners	Stock-Energy	0.23%	—	—
14	MSFT	Microsoft CORP	Stock-Tech	0.20%	-0.28%	EXIT
15	LMT	Lockheed Martin CORP	Stock-Industrials	0.20%	—	—
16	CVX	Chevron CORP	Stock-Energy	0.20%	—	—
17	IYR	Ishares US Real Estate ETF	ETF-Other	0.19%	—	—
18	UPS	United Parcel Service-cl B	Stock-Industrials	0.18%	—	-1.88%
19	IWF	Ishares Russell 1000 Growth	ETF-Other	0.17%	-0.12%	EXIT
20	AAPL	Apple INC	Stock-Tech	0.16%	-0.18%	EXIT
21	DIS	Walt Disney Co/the	Stock-Comm Services	0.13%	—	—
22	VTV	Vanguard Value ETF	ETF-Other	0.12%	-0.06%	EXIT
23	JNJ	Johnson & Johnson	Stock-Healthcare	0.11%	—	+17.21%
24	RTN1USD	Raytheon Company	Stock-Other	0.09%	—	+10.35%
25	✓	Alphabet Inc.	Stock-Other	0.09%	-0.10%	EXIT
26	AMZN	Amazon.com INC	Stock-Consumer Disc	0.09%	—	—
27	INTC	Intel CORP	Stock-Tech	0.09%	—	—
28	✓	Alibaba Group Holding Limited	Stock-Other	0.08%	—	—
29	✓	Netflix, Inc.	Stock-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%	—	+11.03%
32	DVY	Ishares Select Dividend ETF	ETF-Other	0.07%	—	—
33	✓	Verizon Communications Inc.	Stock-Other	0.07%	—	—
34	✓	Alphabet Inc.	Stock-Other	0.06%	-0.13%	EXIT
35	✓	Waste Management, Inc.	Stock-Other	0.06%	-0.11%	EXIT
36	ED	Consolidated Edison INC	Stock-Utilities	0.06%	—	—
37	RDS-A	Shell Plc-spon Adr-a	Stock-Other	0.05%	—	—
38	✓	Exxon Mobil Corporation	Stock-Other	0.04%	—	—
39	PSA	Public Storage	Stock-Real Estate	0.04%	—	+33.33%
40	✓	J P Morgan Chase And Co	Stock-Other	0.04%	-0.05%	EXIT
41	PEP	Pepsico INC	Stock-Consumer Staples	0.04%	—	+18.82%
42	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.04%	—	—
43	CAT	Caterpillar INC	Stock-Industrials	0.04%	—	-35.66%
44	✓	AT & T, Inc. New	Stock-Other	0.03%	—	—
45	✓	AbbVie Inc.	Stock-Other	0.03%	-0.06%	EXIT
46	GS	Goldman Sachs Group INC	Stock-Financials	0.03%	—	—
47	FBIN	Fortune Brands Innovations I	Stock-Industrials	0.03%	—	—
48	✓	3m Co	Stock-Other	0.03%	—	-29.93%
49	ALL	Allstate CORP	Stock-Financials	0.03%	—	—
50	✓	Oracle Corporation	Stock-Other	0.03%	-0.05%	EXIT

1–50 of 133

Holding changes this quarter

Position changes disclosed by Stuart Chaussee & Associates, Inc. for the quarter ending Q2 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPLV	Invesco S&p 500 Low Volatili	+0.1%	+42.64%	Add
2	SBUX	Starbucks CORP	0%	—	Unchanged
3	KO	Coca-cola Co/the	0%	+6.43%	Add
4	LMT	Lockheed Martin CORP	0%	—	Unchanged
5	DIS	Walt Disney Co/the	0%	—	Unchanged
6	AAPL	Apple INC	0%	+14.24%	Add
7	MSFT	Microsoft CORP	0%	—	Unchanged
8	JNJ	Johnson & Johnson	0%	+17.21%	Add
9	VIG	Vanguard Dividend Apprec ETF	0%	-0.77%	Trim
10	PSA	Public Storage	0%	+33.33%	Add
11	PEP	Pepsico INC	0%	+18.82%	Add
12	PG	Procter & Gamble Co/the	—	+0.10%	Add
13	✓	Waste Management, Inc.	—	—	Unchanged
14	IWF	Ishares Russell 1000 Growth	—	—	Unchanged
15	FBIN	Fortune Brands Innovations I	—	—	Unchanged
16	HD	Home Depot INC	—	—	Unchanged
17	AMZN	Amazon.com INC	—	—	Unchanged
18	RTN1USD	Raytheon Company	—	+10.35%	Add
19	✓	J P Morgan Chase And Co	—	—	Unchanged
20	VTV	Vanguard Value ETF	—	—	Unchanged
21	BA	Boeing Co/the	—	+11.03%	Add
22	✓	Altria Group, Inc.	—	—	Unchanged
23	CVX	Chevron CORP	—	—	Unchanged
24	ALL	Allstate CORP	—	—	Unchanged
25	AMGN	Amgen INC	0%	-48.87%	Trim
26	✓	Ishares Core High Dividend ETF	0%	-65.84%	Trim
27	INTC	Intel CORP	0%	—	Unchanged
28	✓	Alphabet Inc.	0%	—	Unchanged
29	BIV	Vanguard Intermediate-term B	0%	-34.09%	Trim
30	✓	Alibaba Group Holding Limited	0%	—	Unchanged
31	✓	Alphabet Inc.	0%	—	Unchanged
32	✓	AbbVie Inc.	0%	—	Unchanged
33	✓	3m Co	0%	-29.93%	Trim
34	CAT	Caterpillar INC	0%	-35.66%	Trim
35	FDX	Fedex CORP	0%	-51.92%	Trim
36	MDT	Medtronic plc	0%	-52.38%	Trim
37	UPS	United Parcel Service-cl B	0%	-1.88%	Trim
38	VYM	Vanguard High Dvd Yield ETF	-0.1%	-1.25%	Trim
39	DGRO	Ishares Core Dividend Growth	-0.2%	-3.37%	Trim
40	USMV	Ishares Msci USA Min Vol Fac	-0.3%	-1.27%	Trim
41	AOK	Ishares Core 30/70 Conservat	-0.5%	-6.57%	Trim
42	SOXL	Direx Dail Semi Bu 3x Et-usd	—	NEW	New buy
43	TQQQ	Proshares Ultrapro Qqq	—	EXIT	Sold out
44	SCHH	Schwab US Reit ETF	—	NEW	New buy
45	VNQ	Vanguard Real Estate ETF	—	NEW	New buy
46	IYR	Ishares US Real Estate ETF	—	NEW	New buy
47	TAK	Takeda Pharmaceutic-sp Adr	—	EXIT	Sold out
48	UBER	Uber Technologies INC	—	NEW	New buy
49	SPYV	Ss Spdr P S&p 500 Value ETF	—	NEW	New buy
50	TNA	Dir Dai Sml Ca Bul 3x Et-usd	—	EXIT	Sold out