Stuart Chaussee & Associates

Stuart Chaussee & Associates as of Dec. 31, 2017

Portfolio Holdings for Stuart Chaussee & Associates

Stuart Chaussee & Associates holds 120 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Momentum Factor (MTUM) 30.4 $42M 405k 103.71
iShares S&P Moderate Allocation Fund ETF (AOM) 21.8 $30M 791k 38.06
iShares MSCI ACWI Index Fund (ACWI) 18.3 $25M 351k 72.16
Consumer Staples Select Sect. SPDR (XLP) 18.2 $25M 443k 56.90
Vanguard High Dividend Yield ETF (VYM) 4.1 $5.7M 66k 85.88
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 2.6 $3.7M 48k 76.00
SPDR DJ Wilshire Large Cap Value (SPYV) 0.8 $1.1M 37k 30.80
iShares S&P Conservative Allocatn Fd ETF (AOK) 0.4 $583k 17k 34.62
Starbucks Corporation (SBUX) 0.4 $520k 9.0k 57.78
Exxon Mobil Corporation (XOM) 0.3 $368k 4.4k 84.04
Coca-Cola Company (KO) 0.2 $352k 7.7k 45.68
United Parcel Service (UPS) 0.2 $278k 2.3k 119.26
Altria Group 0.1 $187k 2.6k 71.21
iShares MSCI Emerging Markets Indx (EEM) 0.1 $141k 3.0k 46.84
Intel Corporation (INTC) 0.1 $134k 2.9k 46.27
Kraft Heinz (KHC) 0.1 $137k 1.8k 77.97
JPMorgan Chase & Co. (JPM) 0.1 $124k 1.2k 107.36
PacWest Ban 0.1 $130k 2.6k 50.27
Walt Disney Company (DIS) 0.1 $108k 998.00 108.22
Consolidated Edison (ED) 0.1 $117k 1.4k 85.40
Microsoft Corporation (MSFT) 0.1 $101k 1.2k 85.74
Verizon Communications (VZ) 0.1 $100k 1.9k 53.62
Apple (AAPL) 0.1 $96k 563.00 170.52
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $95k 1.2k 79.17
Chevron Corporation (CVX) 0.1 $83k 664.00 125.00
At&t (T) 0.1 $77k 2.0k 39.21
Philip Morris International (PM) 0.1 $88k 844.00 104.27
Royal Dutch Shell 0.1 $78k 1.2k 66.67
Waste Management (WM) 0.1 $74k 859.00 86.15
Johnson & Johnson (JNJ) 0.0 $54k 386.00 139.90
SYSCO Corporation (SYY) 0.0 $50k 820.00 60.98
Amazon (AMZN) 0.0 $55k 46.00 1195.65
iShares FTSE KLD 400 Social Idx (DSI) 0.0 $55k 555.00 99.10
Alphabet Inc Class C cs (GOOG) 0.0 $55k 52.00 1057.69
Ishares Tr msci eafe esg (ESGD) 0.0 $52k 770.00 67.53
Dominion Energy 0.0 $53k 655.00 80.92
Wells Fargo & Company (WFC) 0.0 $47k 774.00 60.72
Raytheon Company 0.0 $47k 250.00 188.00
Allstate Corporation (ALL) 0.0 $48k 458.00 104.80
Oracle Corporation (ORCL) 0.0 $36k 749.00 48.06
PNC Financial Services (PNC) 0.0 $24k 167.00 143.71
Caterpillar (CAT) 0.0 $24k 150.00 160.00
3M Company (MMM) 0.0 $25k 106.00 235.85
Boeing Company (BA) 0.0 $32k 108.00 296.30
Royal Dutch Shell 0.0 $23k 344.00 66.86
Southern Company (SO) 0.0 $33k 685.00 48.18
Vanguard REIT ETF (VNQ) 0.0 $33k 400.00 82.50
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.0 $26k 215.00 120.93
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $26k 235.00 110.64
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.0 $30k 880.00 34.09
Mondelez Int (MDLZ) 0.0 $34k 780.00 43.59
Vident International Equity Fu ifus (VIDI) 0.0 $26k 915.00 28.42
Ishares Tr msci lw crb tg (CRBN) 0.0 $27k 230.00 117.39
Comcast Corporation (CMCSA) 0.0 $16k 396.00 40.40
BlackRock (BLK) 0.0 $8.0k 15.00 533.33
Cme (CME) 0.0 $9.0k 59.00 152.54
American Express Company (AXP) 0.0 $10k 100.00 100.00
Costco Wholesale Corporation (COST) 0.0 $11k 60.00 183.33
Home Depot (HD) 0.0 $17k 88.00 193.18
Pfizer (PFE) 0.0 $10k 266.00 37.59
Spdr S&p 500 Etf (SPY) 0.0 $13k 50.00 260.00
Cisco Systems (CSCO) 0.0 $11k 290.00 37.93
Automatic Data Processing (ADP) 0.0 $7.0k 60.00 116.67
Morgan Stanley (MS) 0.0 $20k 384.00 52.08
Honeywell International (HON) 0.0 $16k 107.00 149.53
Marsh & McLennan Companies (MMC) 0.0 $8.0k 97.00 82.47
Merck & Co (MRK) 0.0 $10k 177.00 56.50
Stryker Corporation (SYK) 0.0 $10k 65.00 153.85
Texas Instruments Incorporated (TXN) 0.0 $12k 110.00 109.09
Prudential Financial (PRU) 0.0 $20k 172.00 116.28
Visa (V) 0.0 $14k 124.00 112.90
Spdr Series Trust dj ttl mkt etf (SPTM) 0.0 $14k 405.00 34.57
Ishares High Dividend Equity F (HDV) 0.0 $20k 225.00 88.89
American Airls (AAL) 0.0 $10k 193.00 51.81
Eversource Energy (ES) 0.0 $7.0k 115.00 60.87
Chubb (CB) 0.0 $10k 67.00 149.25
MasterCard Incorporated (MA) 0.0 $4.0k 27.00 148.15
U.S. Bancorp (USB) 0.0 $5.0k 90.00 55.56
Bank of America Corporation (BAC) 0.0 $3.0k 100.00 30.00
Northern Trust Corporation (NTRS) 0.0 $2.0k 23.00 86.96
McDonald's Corporation (MCD) 0.0 $6.0k 33.00 181.82
Bristol Myers Squibb (BMY) 0.0 $5.0k 86.00 58.14
Kimberly-Clark Corporation (KMB) 0.0 $2.0k 14.00 142.86
NVIDIA Corporation (NVDA) 0.0 $1.0k 7.00 142.86
Northrop Grumman Corporation (NOC) 0.0 $2.0k 6.00 333.33
Public Storage (PSA) 0.0 $5.0k 26.00 192.31
Union Pacific Corporation (UNP) 0.0 $2.0k 17.00 117.65
Adobe Systems Incorporated (ADBE) 0.0 $1.0k 6.00 166.67
Electronic Arts (EA) 0.0 $2.0k 15.00 133.33
Unum (UNM) 0.0 $2.0k 43.00 46.51
Amgen (AMGN) 0.0 $3.0k 16.00 187.50
CIGNA Corporation 0.0 $2.0k 9.00 222.22
Nextera Energy (NEE) 0.0 $2.0k 13.00 153.85
Nike (NKE) 0.0 $3.0k 45.00 66.67
Parker-Hannifin Corporation (PH) 0.0 $2.0k 9.00 222.22
Pepsi (PEP) 0.0 $4.0k 32.00 125.00
UnitedHealth (UNH) 0.0 $2.0k 11.00 181.82
American Electric Power Company (AEP) 0.0 $1.0k 20.00 50.00
Agilent Technologies Inc C ommon (A) 0.0 $1.0k 15.00 66.67
Danaher Corporation (DHR) 0.0 $2.0k 22.00 90.91
General Dynamics Corporation (GD) 0.0 $5.0k 23.00 217.39
Sempra Energy (SRE) 0.0 $1.0k 10.00 100.00
Applied Materials (AMAT) 0.0 $1.0k 25.00 40.00
priceline.com Incorporated 0.0 $4.0k 2.00 2000.00
Estee Lauder Companies (EL) 0.0 $2.0k 12.00 166.67
Lam Research Corporation (LRCX) 0.0 $3.0k 18.00 166.67
Ingersoll-rand Co Ltd-cl A 0.0 $2.0k 23.00 86.96
Southwest Airlines (LUV) 0.0 $2.0k 37.00 54.05
MetLife (MET) 0.0 $2.0k 41.00 48.78
Cheniere Energy (LNG) 0.0 $3.0k 61.00 49.18
Teradyne (TER) 0.0 $2.0k 44.00 45.45
USD.001 Atlas Energy Lp ltd part 0.0 $1.0k 79.00 12.66
Citigroup (C) 0.0 $5.0k 62.00 80.65
Xylem (XYL) 0.0 $2.0k 23.00 86.96
American Tower Reit (AMT) 0.0 $2.0k 15.00 133.33
Aon 0.0 $2.0k 15.00 133.33
Equinix (EQIX) 0.0 $2.0k 5.00 400.00
Royal Philips Nv 0.0 $2.0k 65.00 30.77
Paypal Holdings (PYPL) 0.0 $999.970000 19.00 52.63
Salesforce.com 0.0 $2.0k 19.00 105.26