Stuart Chaussee & Associates, Inc. — Q3 2017 13F 持股

Name: Stuart Chaussee & Associates, Inc. — 13F Holdings, Q3 2017
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	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	26.89%	—	—
2	AOK	Ishares Core 30/70 Conservat	ETF-其他	13.59%	—	—
3	AOM	Ishares Core 40/60 Moderate	ETF-其他	12.22%	—	—
4	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	11.60%	—	—
5	EFV	Ishares Msci Eafe Value ETF	ETF-其他	7.74%	—	—
6	VNQ	Vanguard Real Estate ETF	ETF-其他	6.43%	—	+56.63%
7	✓	Powershares Global ETF Trust	ETF-其他	4.73%	—	—
8	VYM	Vanguard High Dvd Yield ETF	ETF-其他	4.10%	-0.90%	EXIT
9	VTV	Vanguard Value ETF	ETF-其他	3.90%	-0.06%	EXIT
10	✓		股票-其他	3.27%	—	—
11	AAXJ	Ishares Msci All Country Asi	ETF-其他	2.66%	—	—
12	SBUX	Starbucks CORP	股票-循環性消費	0.36%	—	-0.44%
13	KO	Coca-cola Co/the	股票-非循環性消費	0.26%	—	—
14	UPS	United Parcel Service-cl B	股票-工業	0.21%	—	—
15	✓	Altria Group INC Com	股票-其他	0.13%	—	—
16	KHC	Kraft Heinz Co/the	股票-非循環性消費	0.10%	—	—
17	INTC	Intel CORP	股票-科技	0.08%	—	—
18	DIS	Walt Disney Co/the	股票-通訊服務	0.08%	—	—
19	✓	Exxon Mobil Corporation	股票-其他	0.08%	—	—
20	ED	Consolidated Edison INC	股票-公用事業	0.08%	—	—
21	✓	J P Morgan Chase And Co	股票-其他	0.08%	-0.05%	EXIT
22	✓	Vanguard Scottsdale Fds	股票-其他	0.07%	—	+29.73%
23	PM	Philip Morris International	股票-非循環性消費	0.07%	—	-54.87%
24	✓	Verizon Communications Inc.	股票-其他	0.07%	—	+420.95%
25	✓	Powershares ETF Tr Ii	ETF-其他	0.07%	—	—
26	MSFT	Microsoft CORP	股票-科技	0.06%	-0.28%	EXIT
27	✓	AT & T, Inc. New	股票-其他	0.06%	—	-10.89%
28	CVX	Chevron CORP	股票-能源	0.06%	—	—
29	RDS-A	Shell Plc-spon Adr-a	股票-其他	0.05%	—	—
30	✓	Waste Management, Inc.	股票-其他	0.05%	-0.11%	EXIT
31	DSI	Ishares Esg Msci Kld 400 ETF	ETF-其他	0.04%	—	—
32	✓	PPL Corporation	股票-其他	0.04%	—	—
33	✓	Ishares Esg Aware Msci Eafe Et	股票-其他	0.04%	—	—
34	JNJ	Johnson & Johnson	股票-醫療保健	0.04%	—	—
35	✓	Dominion Energy INC Com	股票-其他	0.04%	—	—
36	AEP	American Electric Power Company, Inc.	股票-公用事業	0.04%	—	—
37	✓	Alphabet Inc.	股票-其他	0.03%	-0.13%	EXIT
38	RTN1USD	Raytheon Company	股票-其他	0.03%	—	—
39	SYY	Sysco CORP	股票-非循環性消費	0.03%	—	—
40	WFC	Wells Fargo & Co	股票-金融	0.03%	—	—
41	✓	Consumer Staples Select Sector Spdr	股票-其他	0.03%	—	—
42	CL	Colgate-palmolive Co	股票-非循環性消費	0.03%	—	-50.98%
43	SO	Southern Co/the	股票-公用事業	0.03%	—	-69.21%
44	MDLZ	Mondelez International Inc-a	股票-非循環性消費	0.02%	—	—
45	✓	Oracle Corporation	股票-其他	0.02%	-0.05%	EXIT
46	✓	Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs	股票-其他	0.02%	—	—
47	BA	Boeing Co/the	股票-工業	0.02%	—	—
48	✓	Ishares Tr	股票-其他	0.02%	—	—
49	✓	Vident International Equity Strategy ETF	ETF-其他	0.02%	—	—
50	PNC	Pnc Financial Services Group	股票-金融	0.02%	—	—

1–50 of 89

本季持股變動

Stuart Chaussee & Associates, Inc. 於截至 Q3 2017 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	VWO	Vanguard Ftse Emerging Marke	+26.9%	NEW	新建倉
2	AOK	Ishares Core 30/70 Conservat	+13.6%	NEW	新建倉
3	AOM	Ishares Core 40/60 Moderate	+12.2%	NEW	新建倉
4	EEMV	Ishares Msci Emg Mkt Min Vol	+11.6%	NEW	新建倉
5	EFV	Ishares Msci Eafe Value ETF	+7.7%	NEW	新建倉
6	✓	Powershares Global ETF Trust	+4.7%	NEW	新建倉
7	VTV	Vanguard Value ETF	+3.9%	NEW	新建倉
8	✓		+3.3%	NEW	新建倉
9	AAXJ	Ishares Msci All Country Asi	+2.7%	NEW	新建倉
10	VNQ	Vanguard Real Estate ETF	+2.3%	+56.63%	加碼
11	VYM	Vanguard High Dvd Yield ETF	+0.1%	-1.10%	減碼
12	✓	Altria Group INC Com	+0.1%	NEW	新建倉
13	✓	Exxon Mobil Corporation	+0.1%	NEW	新建倉
14	✓	Powershares ETF Tr Ii	+0.1%	NEW	新建倉
15	✓	Verizon Communications Inc.	+0.1%	+420.95%	加碼
16	✓	Waste Management, Inc.	+0.1%	NEW	新建倉
17	DSI	Ishares Esg Msci Kld 400 ETF	0%	NEW	新建倉
18	✓	Ishares Esg Aware Msci Eafe Et	0%	NEW	新建倉
19	✓	Dominion Energy INC Com	0%	NEW	新建倉
20	✓	Alphabet Inc.	0%	NEW	新建倉
21	RTN1USD	Raytheon Company	0%	NEW	新建倉
22	✓	Consumer Staples Select Sector Spdr	0%	NEW	新建倉
23	✓	Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs	0%	NEW	新建倉
24	✓	Ishares Tr	0%	NEW	新建倉
25	✓	Vident International Equity Strategy ETF	0%	NEW	新建倉
26	✓	Vanguard Scottsdale Fds	0%	+29.73%	加碼
27	✓	Ishares Core High Dividend ETF	0%	NEW	新建倉
28	HDV	Ishares Core High Dividend E	0%	EXIT	清倉
29	✓	3m Co	0%	EXIT	清倉
30	SBUX	Starbucks CORP	0%	-0.44%	減碼
31	ALL	Allstate CORP	0%	EXIT	清倉
32	CL	Colgate-palmolive Co	0%	-50.98%	減碼
33	AMZN	Amazon.com INC	0%	EXIT	清倉
34	WM	Waste Management INC	0%	EXIT	清倉
35	✓	Dominion Energy, Inc.	0%	EXIT	清倉
36	SO	Southern Co/the	-0.1%	-69.21%	減碼
37	✓	Alphabet Inc.	-0.1%	EXIT	清倉
38	XOM	Exxon Mobil CORP	-0.1%	EXIT	清倉
39	PM	Philip Morris International	-0.1%	-54.87%	減碼
40	EEM	Ishares Msci Emerging Market	-0.1%	EXIT	清倉
41	XLP	Ss Consumer Staples Sel Sect	-0.1%	EXIT	清倉
42	✓	Altria Group, Inc.	-0.4%	EXIT	清倉
43	REET	Ishares Global Reit ETF	-2.3%	EXIT	清倉
44	PFF	Ishares Preferred & Income S	-5.4%	EXIT	清倉
45	TOTL	Ss Doubleline Tr Tact ETF	-5.5%	EXIT	清倉
46	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-5.9%	EXIT	清倉
47	VGLT	Vanguard Long-term Treasury	-7.6%	EXIT	清倉
48	TLT	Ishares 20+ Year Treasury Bd	-14.2%	EXIT	清倉
49	BLV	Vanguard Long-term Bond ETF	-17.8%	EXIT	清倉
50	BIV	Vanguard Intermediate-term B	-30%	EXIT	清倉