Stuart Chaussee & Associates, Inc. — Q2 2017 13F 持股

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001653253

申报总市值

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	BIV	Vanguard Intermediate-term B	ETF-其他	30.03%	—	+1.08%
2	BLV	Vanguard Long-term Bond ETF	ETF-其他	17.75%	—	-0.04%
3	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	14.22%	—	+101.33%
4	VGLT	Vanguard Long-term Treasury	ETF-政府公债	7.56%	—	+0.18%
5	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	5.93%	—	—
6	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	5.46%	—	—
7	PFF	Ishares Preferred & Income S	ETF-其他	5.44%	—	—
8	VNQ	Vanguard Real Estate ETF	ETF-其他	4.10%	—	+2943.27%
9	VYM	Vanguard High Dvd Yield ETF	ETF-其他	3.96%	-0.90%	EXIT
10	REET	Ishares Global Reit ETF	ETF-其他	2.28%	—	—
11	SBUX	Starbucks CORP	股票-周期性消费	0.39%	—	—
12	✓	Altria Group, Inc.	股票-其他	0.38%	—	—
13	KO	Coca-cola Co/the	股票-非周期性消费	0.26%	—	—
14	UPS	United Parcel Service-cl B	股票-工业	0.19%	—	-3.12%
15	PM	Philip Morris International	股票-非周期性消费	0.16%	—	—
16	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.14%	—	—
17	KHC	Kraft Heinz Co/the	股票-非周期性消费	0.11%	—	—
18	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.09%	—	+40.00%
19	DIS	Walt Disney Co/the	股票-通信服务	0.09%	—	—
20	XOM	Exxon Mobil CORP	股票-能源	0.08%	—	—
21	ED	Consolidated Edison INC	股票-公用事业	0.08%	—	—
22	SO	Southern Co/the	股票-公用事业	0.08%	—	—
23	✓	J P Morgan Chase And Co	股票-其他	0.08%	-0.05%	EXIT
24	INTC	Intel CORP	股票-科技	0.07%	—	—
25	✓	AT & T, Inc. New	股票-其他	0.06%	—	-68.89%
26	CL	Colgate-palmolive Co	股票-非周期性消费	0.06%	—	-50.00%
27	MSFT	Microsoft CORP	股票-科技	0.06%	-0.28%	EXIT
28	✓	Vanguard Scottsdale Fds	股票-其他	0.06%	—	—
29	✓	Alphabet Inc.	股票-其他	0.05%	-0.10%	EXIT
30	CVX	Chevron CORP	股票-能源	0.05%	—	-3.63%
31	RDS-A	Shell Plc-spon Adr-a	股票-其他	0.05%	—	—
32	AEP	American Electric Power Company, Inc.	股票-公用事业	0.04%	—	—
33	✓	PPL Corporation	股票-其他	0.04%	—	—
34	JNJ	Johnson & Johnson	股票-医疗保健	0.04%	—	—
35	✓	Dominion Energy, Inc.	股票-其他	0.04%	—	—
36	SYY	Sysco CORP	股票-非周期性消费	0.03%	—	—
37	WFC	Wells Fargo & Co	股票-金融	0.03%	—	—
38	ALL	Allstate CORP	股票-金融	0.03%	—	—
39	AMZN	Amazon.com INC	股票-周期性消费	0.03%	—	—
40	WM	Waste Management INC	股票-工业	0.03%	—	—
41	MDLZ	Mondelez International Inc-a	股票-非周期性消费	0.03%	—	—
42	✓	Oracle Corporation	股票-其他	0.02%	-0.05%	EXIT
43	✓	3m Co	股票-其他	0.02%	—	—
44	PNC	Pnc Financial Services Group	股票-金融	0.02%	—	-68.96%
45	BA	Boeing Co/the	股票-工业	0.01%	—	-6.54%
46	PRU	Prudential Financial INC	股票-金融	0.01%	—	—
47	HDV	Ishares Core High Dividend E	ETF-其他	0.01%	—	—
48	R6C2	Royal Dutch Shell-spon Adr-b	股票-其他	0.01%	—	—
49	MS	Morgan Stanley	股票-金融	0.01%	—	—
50	✓	Verizon Communications Inc.	股票-其他	0.01%	—	-91.29%

1–50 of 87

本季持股变动

Stuart Chaussee & Associates, Inc. 于截至 Q2 2017 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	TLT	Ishares 20+ Year Treasury Bd	+5.2%	+101.33%	加仓
2	VNQ	Vanguard Real Estate ETF	+3.9%	+2943.27%	加仓
3	EEM	Ishares Msci Emerging Market	0%	+40.00%	加仓
4	PNC	Pnc Financial Services Group	0%	-68.96%	减仓
5	O	Realty Income CORP	-0.1%	-83.09%	减仓
6	AAPL	Apple INC	-0.1%	-74.44%	减仓
7	KO	Coca-cola Co/the	-0.1%	—	不变
8	CL	Colgate-palmolive Co	-0.1%	-50.00%	减仓
9	✓	Alphabet Inc.	-0.1%	-55.03%	减仓
10	✓	Altria Group, Inc.	-0.1%	—	不变
11	✓	Verizon Communications Inc.	-0.2%	-91.29%	减仓
12	✓	AT & T, Inc. New	-0.2%	-68.89%	减仓
13	VGLT	Vanguard Long-term Treasury	-2.1%	+0.18%	加仓
14	VYM	Vanguard High Dvd Yield ETF	-3.6%	-31.49%	减仓
15	BLV	Vanguard Long-term Bond ETF	-5%	-0.04%	减仓
16	BIV	Vanguard Intermediate-term B	-8.8%	+1.08%	加仓
17	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	—	NEW	新建仓
18	TOTL	Ss Doubleline Tr Tact ETF	—	NEW	新建仓
19	PFF	Ishares Preferred & Income S	—	NEW	新建仓
20	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	清仓
21	REET	Ishares Global Reit ETF	—	NEW	新建仓
22	✓	Exxon Mobil Corporation	—	EXIT	清仓
23	XOM	Exxon Mobil CORP	—	NEW	新建仓
24	TJX	Tjx Companies INC	—	EXIT	清仓
25	✓	Vanguard Scottsdale Fds	—	NEW	新建仓
26	PSA	Public Storage	—	EXIT	清仓
27	✓	Waste Management, Inc.	—	EXIT	清仓
28	✓	PPL Corporation	—	NEW	新建仓
29	D	Dominion Energy INC	—	EXIT	清仓
30	PPL	Ppl CORP	—	EXIT	清仓
31	WY	Weyerhaeuser Co	—	EXIT	清仓
32	✓	Dominion Energy, Inc.	—	NEW	新建仓
33	PEG	Public Service Enterprise Gp	—	EXIT	清仓
34	ALL	Allstate CORP	—	NEW	新建仓
35	WM	Waste Management INC	—	NEW	新建仓
36	META	Meta Platforms Inc-class A	—	EXIT	清仓
37	MMM	3m Co	—	EXIT	清仓
38	✓	3m Co	—	NEW	新建仓
39	HDV	Ishares Core High Dividend E	—	NEW	新建仓
40	BKNG	Booking Hldgs INC	—	EXIT	清仓
41	✓	Public Storage INC Com	—	NEW	新建仓
42	VIRC	Virco Mfg Corporation	—	EXIT	清仓
43	CMCSA	Comcast Corp-class A	—	EXIT	清仓
44	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
45	✓	Comcast Corporation	—	NEW	新建仓
46	✓	State Street SPDR S&P 500 ETF Trust	—	NEW	新建仓
47	✓	Merck & Co., Inc.	—	NEW	新建仓
48	BP	Bp Plc-spons Adr	—	EXIT	清仓
49	MRK	Merck & Co. INC.	—	EXIT	清仓
50	✓	Chubb Limited	—	NEW	新建仓