Stuart Chaussee & Associates, Inc. — Q3 2023 13F 持股

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q3 2023
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

#	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	40.39%	—	-2.53%
2	PNOV	Innovator U.s. Equity Power	ETF-其他	31.65%	-1.74%	EXIT
3	VGT	Vanguard Info Tech ETF	ETF-科技型	9.11%	-10.25%	EXIT
4	PSEP	Innovator U.s. Equity Power	ETF-其他	7.45%	-5.51%	EXIT
5	IGM	Ishares Expanded Tech Sector	ETF-科技型	5.23%	-6.28%	EXIT
6	BJAN	Innovator U.s. Equity Buffer	ETF-其他	1.33%	-1.31%	EXIT
7	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.14%	-0.90%	EXIT
8	PJAN	Innovator U.s. Equity Power	ETF-其他	0.50%	-0.42%	EXIT
9	✓	Innovator Power Buffer - Mar.	股票-其他	0.38%	-0.34%	EXIT
10	PG	Procter & Gamble Co/the	股票-非周期性消费	0.20%	-0.12%	EXIT
11	XLK	Ss Technology Select Sector	ETF-科技型	0.19%	-0.22%	EXIT
12	MSFT	Microsoft CORP	股票-科技	0.18%	-0.28%	EXIT
13	✓	Powershares Qqq Trust Ser 1	股票-其他	0.14%	-0.14%	EXIT
14	UPS	United Parcel Service-cl B	股票-工业	0.13%	—	—
15	GAPR	Ft Vest US Equity Moderate B	ETF-其他	0.13%	-0.07%	EXIT
16	✓	Waste Management, Inc.	股票-其他	0.12%	-0.11%	EXIT
17	HD	Home Depot INC	股票-周期性消费	0.11%	-0.08%	EXIT
18	✓	Alphabet Inc.	股票-其他	0.09%	-0.10%	EXIT
19	SBUX	Starbucks CORP	股票-周期性消费	0.08%	—	—
20	✓	Alphabet Inc.	股票-其他	0.08%	-0.13%	EXIT
21	LLY	Eli Lilly & Co	股票-医疗保健	0.08%	-0.07%	EXIT
22	IWF	Ishares Russell 1000 Growth	ETF-其他	0.08%	-0.12%	EXIT
23	AAPL	Apple INC	股票-科技	0.08%	-0.18%	EXIT
24	MCD	Mcdonald's CORP	股票-周期性消费	0.07%	—	—
25	CVX	Chevron CORP	股票-能源	0.06%	—	—
26	VICI	Vici Properties INC	股票-房地产	0.05%	—	—
27	BAC	Bank Of America CORP	股票-金融	0.04%	-0.04%	EXIT
28	✓	AbbVie Inc.	股票-其他	0.04%	-0.06%	EXIT
29	KO	Coca-cola Co/the	股票-非周期性消费	0.04%	—	—
30	✓	Comcast Corporation	股票-其他	0.04%	—	—
31	PMAY	Innovator U.s. Equity Power	ETF-其他	0.04%	-0.19%	EXIT
32	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.04%	-0.07%	EXIT
33	ELV	Elevance Health INC	股票-医疗保健	0.03%	—	—
34	FBIN	Fortune Brands Innovations I	股票-工业	0.03%	—	—
35	✓	Oracle Corporation	股票-其他	0.03%	-0.05%	EXIT
36	✓	Trane Technologies PLC	股票-其他	0.03%	—	—
37	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.02%	—	—
38	DGRO	Ishares Core Dividend Growth	ETF-其他	0.02%	—	—
39	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.02%	-0.04%	EXIT
40	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.02%	—	—
41	ACN	Accenture plc	股票-科技	0.02%	—	—
42	ETN	Eaton Corporation plc	股票-工业	0.02%	—	—
43	JNJ	Johnson & Johnson	股票-医疗保健	0.02%	—	—
44	✓	Merck & Co., Inc.	股票-其他	0.02%	—	—
45	BA	Boeing Co/the	股票-工业	0.02%	—	—
46	DUK	Duke Energy CORP	股票-公用事业	0.02%	—	—
47	MDLZ	Mondelez International Inc-a	股票-非周期性消费	0.02%	—	—
48	ED	Consolidated Edison INC	股票-公用事业	0.02%	—	—
49	LEN	Lennar Corp-a	股票-周期性消费	0.01%	—	—
50	HON	Honeywell International INC	股票-工业	0.01%	—	—

1–50 of 131

本季持股变动

Stuart Chaussee & Associates, Inc. 于截至 Q3 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	+1.2%	-2.53%	减仓
2	PNOV	Innovator U.s. Equity Power	+0.8%	-0.39%	减仓
3	PSEP	Innovator U.s. Equity Power	+0.2%	-2.44%	减仓
4	IGM	Ishares Expanded Tech Sector	+0.1%	-0.51%	减仓
5	BJAN	Innovator U.s. Equity Buffer	0%	—	不变
6	VYM	Vanguard High Dvd Yield ETF	0%	—	不变
7	LLY	Eli Lilly & Co	0%	—	不变
8	✓	Alphabet Inc.	0%	—	不变
9	✓	Innovator Power Buffer - Mar.	0%	—	不变
10	PJAN	Innovator U.s. Equity Power	0%	-2.27%	减仓
11	ONEQ	Fidelity Nasdaq Comp Indx	0%	NEW	新建仓
12	✓	Alphabet Inc.	0%	—	不变
13	MGC	Vanguard Mega Cap ETF	0%	NEW	新建仓
14	✓	AbbVie Inc.	0%	—	不变
15	CVX	Chevron CORP	0%	—	不变
16	IWF	Ishares Russell 1000 Growth	0%	—	不变
17	✓	Comcast Corporation	0%	—	不变
18	GAPR	Ft Vest US Equity Moderate B	0%	—	不变
19	✓	Trane Technologies PLC	0%	—	不变
20	✓	Waste Management, Inc.	—	—	不变
21	XLK	Ss Technology Select Sector	—	—	不变
22	AAPL	Apple INC	—	—	不变
23	MCD	Mcdonald's CORP	—	—	不变
24	PG	Procter & Gamble Co/the	—	+0.17%	加仓
25	SBUX	Starbucks CORP	—	—	不变
26	FBIN	Fortune Brands Innovations I	—	—	不变
27	VICI	Vici Properties INC	—	—	不变
28	✓	Oracle Corporation	—	—	不变
29	✓	Powershares Qqq Trust Ser 1	—	+0.60%	加仓
30	HD	Home Depot INC	—	—	不变
31	KO	Coca-cola Co/the	—	—	不变
32	✓	Merck & Co., Inc.	—	—	不变
33	BAC	Bank Of America CORP	—	—	不变
34	MPC	Marathon Petroleum CORP	—	—	不变
35	BA	Boeing Co/the	—	—	不变
36	HON	Honeywell International INC	—	—	不变
37	VOO	Vanguard S&p 500 ETF	—	—	不变
38	JNJ	Johnson & Johnson	—	—	不变
39	ETN	Eaton Corporation plc	—	—	不变
40	✓	Exxon Mobil Corporation	—	—	不变
41	SO	Southern Co/the	—	—	不变
42	SYY	Sysco CORP	—	—	不变
43	✓	Verizon Communications Inc.	—	—	不变
44	VIG	Vanguard Dividend Apprec ETF	—	—	不变
45	UPS	United Parcel Service-cl B	0%	—	不变
46	RTX	Rtx CORP	0%	EXIT	清仓
47	LEN	Lennar Corp-a	0%	—	不变
48	MSFT	Microsoft CORP	-0.1%	-35.03%	减仓
49	VGT	Vanguard Info Tech ETF	-0.2%	-1.25%	减仓
50	SQQQ	ProShares UltraPro Short QQQ	-2.1%	EXIT	清仓