Stuart Chaussee & Associates, Inc. — Q4 2016 13F 持股

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q4 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001653253

申報總市值

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VYM	Vanguard High Dvd Yield ETF	ETF-其他	50.41%	-0.90%	EXIT
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	15.03%	-0.04%	EXIT
3	VTV	Vanguard Value ETF	ETF-其他	9.23%	-0.06%	EXIT
4	XLE	Ss Energy Select Sector	ETF-其他	6.70%	—	—
5	XLF	Ss Financial Select Sector	ETF-其他	4.98%	—	—
6	IWM	Ishares Russell 2000 ETF	ETF-中小型股	4.69%	—	—
7	IJH	Ishares Core S&p Midcap ETF	ETF-其他	4.68%	—	—
8	✓	Procter Gamble Co Com	股票-其他	0.45%	—	-55.46%
9	✓	Exxon Mobil Corporation	股票-其他	0.39%	—	+6.85%
10	SBUX	Starbucks CORP	股票-循環性消費	0.39%	—	—
11	CVX	Chevron CORP	股票-能源	0.35%	—	-0.77%
12	✓	Altria Group, Inc.	股票-其他	0.35%	—	-56.00%
13	IYE	Ishares U.s. Energy ETF	ETF-其他	0.24%	—	—
14	KO	Coca-cola Co/the	股票-非循環性消費	0.18%	—	-73.72%
15	✓	J P Morgan Chase And Co	股票-其他	0.15%	-0.05%	EXIT
16	CL	Colgate-palmolive Co	股票-非循環性消費	0.13%	—	—
17	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.13%	-0.04%	EXIT
18	PM	Philip Morris International	股票-非循環性消費	0.13%	—	-85.21%
19	KHC	Kraft Heinz Co/the	股票-非循環性消費	0.12%	—	-54.47%
20	IYF	Ishares US Financials ETF	ETF-其他	0.11%	—	—
21	UPS	United Parcel Service-cl B	股票-工業	0.11%	—	—
22	✓	AT & T, Inc. New	股票-其他	0.08%	—	-83.88%
23	INTC	Intel CORP	股票-科技	0.08%	—	—
24	✓	Verizon Communications Inc.	股票-其他	0.08%	—	-85.53%
25	DIS	Walt Disney Co/the	股票-通訊服務	0.07%	—	—
26	TJX	Tjx Companies INC	股票-循環性消費	0.06%	—	—
27	AEP	American Electric Power Company, Inc.	股票-公用事業	0.05%	—	—
28	✓	Alphabet Inc.	股票-其他	0.05%	-0.10%	EXIT
29	✓	Waste Management, Inc.	股票-其他	0.05%	-0.11%	EXIT
30	CAT	Caterpillar INC	股票-工業	0.04%	—	—
31	PNC	Pnc Financial Services Group	股票-金融	0.04%	—	—
32	MSFT	Microsoft CORP	股票-科技	0.04%	-0.28%	EXIT
33	SYY	Sysco CORP	股票-非循環性消費	0.03%	—	—
34	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.03%	—	—
35	ED	Consolidated Edison INC	股票-公用事業	0.03%	—	-67.14%
36	MDLZ	Mondelez International Inc-a	股票-非循環性消費	0.03%	—	-87.92%
37	WFC	Wells Fargo & Co	股票-金融	0.03%	—	—
38	JNJ	Johnson & Johnson	股票-醫療保健	0.03%	—	—
39	BA	Boeing Co/the	股票-工業	0.02%	—	—
40	IBM	Intl Business Machines CORP	股票-科技	0.02%	—	—
41	✓	Oracle Corporation	股票-其他	0.02%	-0.05%	EXIT
42	SO	Southern Co/the	股票-公用事業	0.02%	—	-88.68%
43	R6C2	Royal Dutch Shell-spon Adr-b	股票-其他	0.02%	—	—
44	PRU	Prudential Financial INC	股票-金融	0.01%	—	—
45	AXP	American Express Co	股票-金融	0.01%	—	—
46	WBA	Walgreens Boots Alliance INC	股票-其他	0.01%	—	—
47	VIRC	Virco Mfg Corporation	股票-其他	0.01%	—	—
48	AMAT	Applied Materials INC	股票-科技	0.01%	—	—
49	MRK	Merck & Co. INC.	股票-醫療保健	0.01%	—	—
50	BP	Bp Plc-spons Adr	股票-能源	0.01%	—	—

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本季持股變動

Stuart Chaussee & Associates, Inc. 於截至 Q4 2016 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	VTV	Vanguard Value ETF	+0.4%	+2.61%	加碼
2	✓	J P Morgan Chase And Co	+0.1%	+80.00%	加碼
3	CVX	Chevron CORP	0%	-0.77%	減碼
4	✓	Exxon Mobil Corporation	0%	+6.85%	加碼
5	✓	Alphabet Inc.	0%	+58.33%	加碼
6	CL	Colgate-palmolive Co	0%	—	不變
7	ED	Consolidated Edison INC	-0.1%	-67.14%	減碼
8	SO	Southern Co/the	-0.2%	-88.68%	減碼
9	KHC	Kraft Heinz Co/the	-0.2%	-54.47%	減碼
10	MDLZ	Mondelez International Inc-a	-0.2%	-87.92%	減碼
11	MSFT	Microsoft CORP	-0.2%	-84.66%	減碼
12	✓	AT & T, Inc. New	-0.4%	-83.88%	減碼
13	✓	Altria Group, Inc.	-0.4%	-56.00%	減碼
14	✓	Verizon Communications Inc.	-0.5%	-85.53%	減碼
15	KO	Coca-cola Co/the	-0.6%	-73.72%	減碼
16	✓	Procter Gamble Co Com	-0.7%	-55.46%	減碼
17	PM	Philip Morris International	-0.8%	-85.21%	減碼
18	VYM	Vanguard High Dvd Yield ETF	-6.1%	-10.84%	減碼
19	✓	iShares 20+ Year Treasury Bond ETF	—	EXIT	清倉
20	IVV	Ishares Core S&p 500 ETF	—	NEW	新建倉
21	XLE	Ss Energy Select Sector	—	NEW	新建倉
22	XLF	Ss Financial Select Sector	—	NEW	新建倉
23	IWM	Ishares Russell 2000 ETF	—	NEW	新建倉
24	IJH	Ishares Core S&p Midcap ETF	—	NEW	新建倉
25	✓	Ishares Core High Dividend ETF	—	EXIT	清倉
26	✓	Select Sector Spdr Tr	—	EXIT	清倉
27	IYE	Ishares U.s. Energy ETF	—	NEW	新建倉
28	PFE	Pfizer INC	—	EXIT	清倉
29	✓	Anheuser-Busch InBev SA/NV	—	EXIT	清倉
30	KMB	Kimberly-clark CORP	—	EXIT	清倉
31	VNQ	Vanguard Real Estate ETF	—	EXIT	清倉
32	GIS	General Mills INC	—	EXIT	清倉
33	PEG	Public Service Enterprise Gp	—	EXIT	清倉
34	✓	Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs	—	EXIT	清倉
35	VTI	Vanguard Total Stock Mkt ETF	—	NEW	新建倉
36	IYF	Ishares US Financials ETF	—	NEW	新建倉
37	✓	British American Tobacco p.l.c.	—	EXIT	清倉
38	KDP	Keurig Dr Pepper Inc.	—	EXIT	清倉
39	CAG	Conagra Brands INC	—	EXIT	清倉
40	LLY	Eli Lilly & Co	—	EXIT	清倉
41	BRK-B	Berkshire Hathaway Inc.	—	EXIT	清倉
42	CAT	Caterpillar INC	—	NEW	新建倉
43	✓	McKesson Corporation	—	EXIT	清倉
44	AMGN	Amgen Inc.	—	EXIT	清倉
45	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建倉
46	BA	Boeing Co/the	—	NEW	新建倉
47	IBM	Intl Business Machines CORP	—	NEW	新建倉
48	NEM	Newmont CORP	—	EXIT	清倉
49	PEP	Pepsico INC	—	EXIT	清倉
50	✓	Pg&e CORP Com	—	EXIT	清倉