Stuart Chaussee & Associates, Inc. — Q4 2020 13F Holdings

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q4 2020
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	✓	Powershares Qqq Trust Ser 1	Stock-Other	46.98%	-0.14%	EXIT
2	VGT	Vanguard Info Tech ETF	ETF-Tech	19.30%	-10.25%	EXIT
3	IGM	Ishares Expanded Tech Sector	ETF-Tech	16.19%	-6.28%	EXIT
4	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	9.78%	—	+0.91%
5	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.66%	-0.90%	EXIT
6	AAPL	Apple INC	Stock-Tech	1.47%	-0.18%	EXIT
7	IWF	Ishares Russell 1000 Growth	ETF-Other	0.47%	-0.12%	EXIT
8	SBUX	Starbucks CORP	Stock-Consumer Disc	0.47%	—	—
9	XLK	Ss Technology Select Sector	ETF-Tech	0.42%	-0.22%	EXIT
10	ONEQ	Fidelity Nasdaq Comp Indx	ETF-Tech	0.28%	—	+16.60%
11	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.27%	-0.12%	EXIT
12	✓	First Tr Dow Jones Internet In	Stock-Other	0.22%	—	—
13	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.19%	—	-32.16%
14	DIS	Walt Disney Co/the	Stock-Comm Services	0.19%	—	—
15	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.19%	—	-21.11%
16	MSFT	Microsoft CORP	Stock-Tech	0.16%	-0.28%	EXIT
17	UPS	United Parcel Service-cl B	Stock-Industrials	0.13%	—	—
18	HD	Home Depot INC	Stock-Consumer Disc	0.11%	-0.08%	EXIT
19	✓	Waste Management, Inc.	Stock-Other	0.11%	-0.11%	EXIT
20	AMZN	Amazon.com INC	Stock-Consumer Disc	0.11%	—	+3.90%
21	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.08%	—	—
22	META	Meta Platforms Inc-class A	Stock-Comm Services	0.07%	—	—
23	✓	Alphabet Inc.	Stock-Other	0.07%	-0.13%	EXIT
24	IWP	Ishares Russell Mid-cap Grow	ETF-Other	0.07%	—	+100.00%
25	✓	Alphabet Inc.	Stock-Other	0.06%	-0.10%	EXIT
26	FBIN	Fortune Brands Innovations I	Stock-Industrials	0.05%	—	+66.67%
27	✓	Comcast Corporation	Stock-Other	0.05%	—	+173.24%
28	✓	Verizon Communications Inc.	Stock-Other	0.05%	—	+69.69%
29	MGP	Mgm Growth Properties Llc-a	Stock-Other	0.05%	—	—
30	PEP	Pepsico INC	Stock-Consumer Staples	0.05%	—	—
31	KO	Coca-cola Co/the	Stock-Consumer Staples	0.05%	—	—
32	DVY	Ishares Select Dividend ETF	ETF-Other	0.04%	—	—
33	✓	AbbVie Inc.	Stock-Other	0.04%	-0.06%	EXIT
34	ED	Consolidated Edison INC	Stock-Utilities	0.03%	—	—
35	MCO	Moody's CORP	Stock-Financials	0.03%	—	—
36	DUK	Duke Energy CORP	Stock-Utilities	0.03%	—	+157.67%
37	LLY	Eli Lilly & Co	Stock-Healthcare	0.03%	-0.07%	EXIT
38	NEE	Nextera Energy INC	Stock-Utilities	0.02%	—	+300.00%
39	JNJ	Johnson & Johnson	Stock-Healthcare	0.02%	—	—
40	KOD	Kodiak Sciences INC	Stock-Other	0.02%	—	—
41	✓	J P Morgan Chase And Co	Stock-Other	0.02%	-0.05%	EXIT
42	✓	Trane Technologies PLC	Stock-Other	0.02%	—	—
43	BA	Boeing Co/the	Stock-Industrials	0.02%	—	—
44	✓	AT & T, Inc. New	Stock-Other	0.02%	—	+156.95%
45	INTC	Intel CORP	Stock-Tech	0.02%	—	-66.18%
46	✓	Merck & Co., Inc.	Stock-Other	0.02%	—	+46.19%
47	HON	Honeywell International INC	Stock-Industrials	0.02%	—	—
48	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.02%	—	—
49	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	0.02%	—	—
50	GOLD	Gold.com, Inc.	Stock-Other	0.01%	—	—

1–50 of 85

Holding changes this quarter

Position changes disclosed by Stuart Chaussee & Associates, Inc. for the quarter ending Q4 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AAPL	Apple INC	+1.3%	+817.47%	Add
2	VGT	Vanguard Info Tech ETF	+0.4%	+1.52%	Add
3	IGM	Ishares Expanded Tech Sector	+0.2%	+0.82%	Add
4	✓	Powershares Qqq Trust Ser 1	+0.1%	+0.25%	Add
5	XLK	Ss Technology Select Sector	+0.1%	+20.03%	Add
6	SBUX	Starbucks CORP	+0.1%	—	Unchanged
7	ONEQ	Fidelity Nasdaq Comp Indx	0%	+16.60%	Add
8	DIS	Walt Disney Co/the	0%	—	Unchanged
9	IWF	Ishares Russell 1000 Growth	0%	+7.99%	Add
10	✓	Comcast Corporation	0%	+173.24%	Add
11	✓	Verizon Communications Inc.	0%	+69.69%	Add
12	DUK	Duke Energy CORP	0%	+157.67%	Add
13	✓	Waste Management, Inc.	0%	+21.21%	Add
14	FBIN	Fortune Brands Innovations I	0%	+66.67%	Add
15	KOD	Kodiak Sciences INC	0%	—	Unchanged
16	✓	AT & T, Inc. New	0%	+156.95%	Add
17	✓	Alphabet Inc.	0%	—	Unchanged
18	IWP	Ishares Russell Mid-cap Grow	0%	+100.00%	Add
19	✓	AbbVie Inc.	0%	—	Unchanged
20	✓	Alphabet Inc.	—	—	Unchanged
21	AMZN	Amazon.com INC	—	+3.90%	Add
22	✓	Merck & Co., Inc.	—	+46.19%	Add
23	DVY	Ishares Select Dividend ETF	—	—	Unchanged
24	✓	J P Morgan Chase And Co	—	—	Unchanged
25	BA	Boeing Co/the	—	—	Unchanged
26	MGP	Mgm Growth Properties Llc-a	—	—	Unchanged
27	KO	Coca-cola Co/the	—	—	Unchanged
28	HON	Honeywell International INC	—	—	Unchanged
29	✓	Trane Technologies PLC	—	—	Unchanged
30	PEP	Pepsico INC	—	—	Unchanged
31	VYM	Vanguard High Dvd Yield ETF	0%	-1.06%	Trim
32	MSFT	Microsoft CORP	0%	+2.42%	Add
33	GDRX	Goodrx Holdings Inc-class A	0%	—	Unchanged
34	META	Meta Platforms Inc-class A	0%	—	Unchanged
35	ED	Consolidated Edison INC	0%	—	Unchanged
36	PG	Procter & Gamble Co/the	0%	+2.23%	Add
37	HD	Home Depot INC	0%	—	Unchanged
38	INTC	Intel CORP	-0.1%	-66.18%	Trim
39	VGSH	Vanguard Short-term Treasury	-0.1%	-21.11%	Trim
40	SHV	Ishares 0-1 Year Treasury Bo	-0.1%	-32.16%	Trim
41	MGK	Vanguard Mega Cap Growth ETF	-0.2%	+0.91%	Add
42	TECL	Dire Dai Tec Bull 3x Etf-usd	—	EXIT	Sold out
43	✓	First Tr Dow Jones Internet In	—	NEW	New buy
44	FDN	First Trust Dj Internet Ind	—	EXIT	Sold out
45	✓	Alibaba Group Holding Limited	—	EXIT	Sold out
46	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	Sold out
47	LLY	Eli Lilly & Co	—	NEW	New buy
48	KMB	Kimberly-clark CORP	—	EXIT	Sold out
49	VITL	Vital Farms INC	—	EXIT	Sold out
50	PFE	Pfizer INC	—	NEW	New buy