Stuart Chaussee & Associates, Inc. — Q2 2023 13F 持股

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q2 2023
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	SGOV	Ishares 0-3 Month Treasury B	ETF-政府公债	39.21%	—	—
2	PNOV	Innovator U.s. Equity Power	ETF-其他	30.85%	-1.74%	EXIT
3	VGT	Vanguard Info Tech ETF	ETF-科技型	9.31%	-10.25%	EXIT
4	PSEP	Innovator U.s. Equity Power	ETF-其他	7.30%	-5.51%	EXIT
5	IGM	Ishares Expanded Tech Sector	ETF-科技型	5.11%	-6.28%	EXIT
6	SQQQ	ProShares UltraPro Short QQQ	股票-其他	2.10%	—	—
7	BJAN	Innovator U.s. Equity Buffer	ETF-其他	1.29%	-1.31%	EXIT
8	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.11%	-0.90%	EXIT
9	PJAN	Innovator U.s. Equity Power	ETF-其他	0.49%	-0.42%	EXIT
10	✓	Innovator Power Buffer - Mar.	股票-其他	0.36%	-0.34%	EXIT
11	MSFT	Microsoft CORP	股票-科技	0.28%	-0.28%	EXIT
12	PG	Procter & Gamble Co/the	股票-非周期性消费	0.20%	-0.12%	EXIT
13	XLK	Ss Technology Select Sector	ETF-科技型	0.19%	-0.22%	EXIT
14	UPS	United Parcel Service-cl B	股票-工业	0.14%	—	—
15	✓	Powershares Qqq Trust Ser 1	股票-其他	0.14%	-0.14%	EXIT
16	✓	Waste Management, Inc.	股票-其他	0.12%	-0.11%	EXIT
17	GAPR	Ft Vest US Equity Moderate B	ETF-其他	0.12%	-0.07%	EXIT
18	HD	Home Depot INC	股票-周期性消费	0.11%	-0.08%	EXIT
19	SBUX	Starbucks CORP	股票-周期性消费	0.08%	—	—
20	AAPL	Apple INC	股票-科技	0.08%	-0.18%	EXIT
21	✓	Alphabet Inc.	股票-其他	0.07%	-0.10%	EXIT
22	IWF	Ishares Russell 1000 Growth	ETF-其他	0.07%	-0.12%	EXIT
23	MCD	Mcdonald's CORP	股票-周期性消费	0.07%	—	—
24	✓	Alphabet Inc.	股票-其他	0.07%	-0.13%	EXIT
25	LLY	Eli Lilly & Co	股票-医疗保健	0.06%	-0.07%	EXIT
26	VICI	Vici Properties INC	股票-房地产	0.05%	—	—
27	CVX	Chevron CORP	股票-能源	0.05%	—	—
28	BAC	Bank Of America CORP	股票-金融	0.04%	-0.04%	EXIT
29	KO	Coca-cola Co/the	股票-非周期性消费	0.04%	—	—
30	PMAY	Innovator U.s. Equity Power	ETF-其他	0.04%	-0.19%	EXIT
31	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.04%	-0.07%	EXIT
32	✓	AbbVie Inc.	股票-其他	0.03%	-0.06%	EXIT
33	✓	Comcast Corporation	股票-其他	0.03%	—	—
34	FBIN	Fortune Brands Innovations I	股票-工业	0.03%	—	—
35	ELV	Elevance Health INC	股票-医疗保健	0.03%	—	—
36	✓	Oracle Corporation	股票-其他	0.03%	-0.05%	EXIT
37	✓	Trane Technologies PLC	股票-其他	0.02%	—	—
38	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.02%	—	—
39	DGRO	Ishares Core Dividend Growth	ETF-其他	0.02%	—	—
40	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.02%	—	—
41	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.02%	-0.04%	EXIT
42	✓	Merck & Co., Inc.	股票-其他	0.02%	—	—
43	ACN	Accenture plc	股票-科技	0.02%	—	—
44	JNJ	Johnson & Johnson	股票-医疗保健	0.02%	—	—
45	ETN	Eaton Corporation plc	股票-工业	0.02%	—	—
46	BA	Boeing Co/the	股票-工业	0.02%	—	—
47	DUK	Duke Energy CORP	股票-公用事业	0.02%	—	—
48	MDLZ	Mondelez International Inc-a	股票-非周期性消费	0.02%	—	—
49	ED	Consolidated Edison INC	股票-公用事业	0.02%	—	—
50	LEN	Lennar Corp-a	股票-周期性消费	0.02%	—	—

1–50 of 131

本季持股变动

Stuart Chaussee & Associates, Inc. 于截至 Q2 2023 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	SGOV	Ishares 0-3 Month Treasury B	+39.2%	NEW	新建仓
2	SQQQ	ProShares UltraPro Short QQQ	+2.1%	NEW	新建仓
3	VGT	Vanguard Info Tech ETF	+0.5%	-0.53%	减仓
4	IGM	Ishares Expanded Tech Sector	+0.3%	-0.60%	减仓
5	GAPR	Ft Vest US Equity Moderate B	+0.1%	NEW	新建仓
6	PMAY	Innovator U.s. Equity Power	0%	NEW	新建仓
7	VOO	Vanguard S&p 500 ETF	0%	+146.49%	加仓
8	MSFT	Microsoft CORP	0%	-1.13%	减仓
9	VIG	Vanguard Dividend Apprec ETF	0%	NEW	新建仓
10	VTI	Vanguard Total Stock Mkt ETF	0%	NEW	新建仓
11	XLK	Ss Technology Select Sector	0%	—	不变
12	LLY	Eli Lilly & Co	0%	—	不变
13	✓	Powershares Qqq Trust Ser 1	0%	-3.16%	减仓
14	AAPL	Apple INC	0%	-0.15%	减仓
15	✓	Alphabet Inc.	0%	+1.11%	加仓
16	VTV	Vanguard Value ETF	0%	NEW	新建仓
17	DGRW	Wisdomtree U.s. Quality Divi	0%	NEW	新建仓
18	LEN	Lennar Corp-a	0%	—	不变
19	✓	Alphabet Inc.	—	+2.08%	加仓
20	IWF	Ishares Russell 1000 Growth	—	—	不变
21	✓	Oracle Corporation	—	—	不变
22	FBIN	Fortune Brands Innovations I	—	—	不变
23	HD	Home Depot INC	—	—	不变
24	MCD	Mcdonald's CORP	—	—	不变
25	BRK-B	Berkshire Hathaway Inc-cl B	—	+61.11%	加仓
26	✓	Costco Wholesale Corporation	—	EXIT	清仓
27	LVMUY	Lvmh Moet Hennessy-unsp Adr	—	EXIT	清仓
28	AXP	American Express Co	—	-41.86%	减仓
29	UNP	Union Pacific CORP	—	EXIT	清仓
30	✓	Comcast Corporation	—	—	不变
31	CAT	Caterpillar INC	—	EXIT	清仓
32	ETN	Eaton Corporation plc	—	—	不变
33	XLG	Invesco S&p 500 Top 50 ETF	—	EXIT	清仓
34	ASML	ASML Holding N.V.	—	EXIT	清仓
35	BJAN	Innovator U.s. Equity Buffer	0%	—	不变
36	PJAN	Innovator U.s. Equity Power	0%	—	不变
37	✓	Novo Nordisk A/S ADR	0%	EXIT	清仓
38	QCOM	Qualcomm INC	0%	-32.93%	减仓
39	✓	Waste Management, Inc.	0%	—	不变
40	✓	AbbVie Inc.	0%	—	不变
41	SBUX	Starbucks CORP	0%	—	不变
42	PG	Procter & Gamble Co/the	0%	+0.15%	加仓
43	VICI	Vici Properties INC	0%	—	不变
44	CVX	Chevron CORP	0%	—	不变
45	UPS	United Parcel Service-cl B	0%	—	不变
46	VYM	Vanguard High Dvd Yield ETF	-0.1%	—	不变
47	✓		-2%	EXIT	清仓
48	✓	Innovator Power Buffer - Mar.	-3.2%	-89.38%	减仓
49	PSEP	Innovator U.s. Equity Power	-7.7%	-50.93%	减仓
50	PNOV	Innovator U.s. Equity Power	-29.3%	-48.14%	减仓