Stuart Chaussee & Associates, Inc. — Q1 2021 13F 持股

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q1 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001653253

申报总市值

—

← 返回最新季度

本季完整持股清单

仅显示前 200 大持股（共 294 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	✓	Powershares Qqq Trust Ser 1	股票-其他	45.62%	-0.14%	EXIT
2	VGT	Vanguard Info Tech ETF	ETF-科技型	18.72%	-10.25%	EXIT
3	IGM	Ishares Expanded Tech Sector	ETF-科技型	15.91%	-6.28%	EXIT
4	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	9.08%	—	-4.38%
5	VYM	Vanguard High Dvd Yield ETF	ETF-其他	2.57%	-0.90%	EXIT
6	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公债	0.73%	—	+303.29%
7	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.71%	—	—
8	DGRO	Ishares Core Dividend Growth	ETF-其他	0.60%	—	—
9	MGV	Vanguard Mega Cap Value ETF	ETF-其他	0.58%	—	—
10	SBUX	Starbucks CORP	股票-周期性消费	0.46%	—	+1.16%
11	IWF	Ishares Russell 1000 Growth	ETF-其他	0.45%	-0.12%	EXIT
12	XLK	Ss Technology Select Sector	ETF-科技型	0.41%	-0.22%	EXIT
13	QUAL	Ishares Msci USA Quality Fac	ETF-其他	0.30%	—	—
14	ONEQ	Fidelity Nasdaq Comp Indx	ETF-科技型	0.28%	—	—
15	✓	First Tr Dow Jones Internet In	股票-其他	0.22%	—	—
16	PG	Procter & Gamble Co/the	股票-非周期性消费	0.22%	-0.12%	EXIT
17	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.20%	—	—
18	DIS	Walt Disney Co/the	股票-通信服务	0.18%	—	+0.51%
19	MSFT	Microsoft CORP	股票-科技	0.18%	-0.28%	EXIT
20	AAPL	Apple INC	股票-科技	0.15%	-0.18%	EXIT
21	UPS	United Parcel Service-cl B	股票-工业	0.13%	—	—
22	HD	Home Depot INC	股票-周期性消费	0.13%	-0.08%	EXIT
23	✓	Waste Management, Inc.	股票-其他	0.11%	-0.11%	EXIT
24	AMZN	Amazon.com INC	股票-周期性消费	0.11%	—	+13.75%
25	META	Meta Platforms Inc-class A	股票-通信服务	0.09%	—	+21.09%
26	✓	Alphabet Inc.	股票-其他	0.09%	-0.13%	EXIT
27	MCD	Mcdonald's CORP	股票-周期性消费	0.08%	—	—
28	✓	Alphabet Inc.	股票-其他	0.07%	-0.10%	EXIT
29	IWP	Ishares Russell Mid-cap Grow	ETF-其他	0.06%	—	—
30	FBIN	Fortune Brands Innovations I	股票-工业	0.06%	—	—
31	✓	Comcast Corporation	股票-其他	0.05%	—	+6.08%
32	VTV	Vanguard Value ETF	ETF-其他	0.05%	-0.06%	EXIT
33	✓	Verizon Communications Inc.	股票-其他	0.05%	—	+9.92%
34	MGP	Mgm Growth Properties Llc-a	股票-其他	0.05%	—	—
35	DVY	Ishares Select Dividend ETF	ETF-其他	0.05%	—	—
36	KO	Coca-cola Co/the	股票-非周期性消费	0.05%	—	+5.52%
37	PEP	Pepsico INC	股票-非周期性消费	0.04%	—	—
38	INTC	Intel CORP	股票-科技	0.04%	—	+43.81%
39	✓	AbbVie Inc.	股票-其他	0.04%	-0.06%	EXIT
40	✓	J P Morgan Chase And Co	股票-其他	0.03%	-0.05%	EXIT
41	ELV	Elevance Health INC	股票-医疗保健	0.03%	—	—
42	LLY	Eli Lilly & Co	股票-医疗保健	0.03%	-0.07%	EXIT
43	BA	Boeing Co/the	股票-工业	0.03%	—	—
44	✓	Trane Technologies PLC	股票-其他	0.03%	—	—
45	JNJ	Johnson & Johnson	股票-医疗保健	0.02%	—	—
46	✓	AT & T, Inc. New	股票-其他	0.02%	—	—
47	DUK	Duke Energy CORP	股票-公用事业	0.02%	—	-30.60%
48	ABT	Abbott Laboratories	股票-医疗保健	0.02%	—	+68.05%
49	AAXJ	Ishares Msci All Country Asi	ETF-其他	0.02%	—	—
50	✓	Merck & Co., Inc.	股票-其他	0.02%	—	—

1–50 of 200

本季持股变动

Stuart Chaussee & Associates, Inc. 于截至 Q1 2021 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	VYM	Vanguard High Dvd Yield ETF	+0.9%	+46.84%	加仓
2	SHV	Ishares 0-1 Year Treasury Bo	+0.5%	+303.29%	加仓
3	MSFT	Microsoft CORP	0%	+13.03%	加仓
4	✓	Alphabet Inc.	0%	+15.96%	加仓
5	META	Meta Platforms Inc-class A	0%	+21.09%	加仓
6	INTC	Intel CORP	0%	+43.81%	加仓
7	HD	Home Depot INC	0%	—	不变
8	✓	Alphabet Inc.	0%	+7.23%	加仓
9	✓	J P Morgan Chase And Co	0%	+18.03%	加仓
10	ABT	Abbott Laboratories	0%	+68.05%	加仓
11	✓	Waste Management, Inc.	—	—	不变
12	AMZN	Amazon.com INC	—	+13.75%	加仓
13	SBUX	Starbucks CORP	0%	+1.16%	加仓
14	ED	Consolidated Edison INC	0%	-47.49%	减仓
15	GOLD	Gold.com, Inc.	0%	-76.50%	减仓
16	XLK	Ss Technology Select Sector	0%	—	不变
17	DUK	Duke Energy CORP	0%	-30.60%	减仓
18	PG	Procter & Gamble Co/the	-0.1%	-13.75%	减仓
19	IGM	Ishares Expanded Tech Sector	-0.3%	-0.29%	减仓
20	VGT	Vanguard Info Tech ETF	-0.6%	+0.19%	加仓
21	MGK	Vanguard Mega Cap Growth ETF	-0.7%	-4.38%	减仓
22	AAPL	Apple INC	-1.3%	-88.56%	减仓
23	✓	Powershares Qqq Trust Ser 1	-1.4%	-0.13%	减仓
24	SCHD	Schwab US Dvd Equity ETF	—	NEW	新建仓
25	DGRO	Ishares Core Dividend Growth	—	NEW	新建仓
26	MGV	Vanguard Mega Cap Value ETF	—	NEW	新建仓
27	QUAL	Ishares Msci USA Quality Fac	—	NEW	新建仓
28	VIG	Vanguard Dividend Apprec ETF	—	NEW	新建仓
29	VGSH	Vanguard Short-term Treasury	—	EXIT	清仓
30	VTV	Vanguard Value ETF	—	NEW	新建仓
31	ELV	Elevance Health INC	—	NEW	新建仓
32	MCO	Moody's CORP	—	EXIT	清仓
33	NEE	Nextera Energy INC	—	EXIT	清仓
34	AAXJ	Ishares Msci All Country Asi	—	NEW	新建仓
35	CSCO	Cisco Systems INC	—	NEW	新建仓
36	✓	Adobe Inc.	—	NEW	新建仓
37	MO	Altria Group INC	—	NEW	新建仓
38	ZM	Zoom Communications INC	—	NEW	新建仓
39	IEMG	Ishares Core Msci Emerging	—	NEW	新建仓
40	MET	Metlife INC	—	NEW	新建仓
41	VB	Vanguard Small-cap ETF	—	NEW	新建仓
42	✓	Visa Inc.	—	NEW	新建仓
43	ACN	Accenture plc	—	NEW	新建仓
44	MAA	Mid-america Apartment Comm	—	NEW	新建仓
45	HIG	Hartford Insurance Group INC	—	NEW	新建仓
46	✓	Cisco Systems, Inc.	—	EXIT	清仓
47	FITB	Fifth Third Bancorp	—	NEW	新建仓
48	CINF	Cincinnati Financial CORP	—	NEW	新建仓
49	AJG	Arthur J Gallagher & Co	—	NEW	新建仓
50	PLD	Prologis INC	—	NEW	新建仓