$138 Million is the total value of Stuart Chaussee & Associates, Inc.'s 120 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Exit | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | -80 | -100.0% | -0.00% | – |
| VOD | Exit | VODAFONE GROUP PLC ADR | $0 | – | -964 | -100.0% | -0.02% | – |
| CL | Exit | COLGATE PALMOLIVE CO COM | $0 | – | -500 | -100.0% | -0.03% | – |
| GE | Exit | GENERAL ELECTRIC CO COM | $0 | – | -1,960 | -100.0% | -0.04% | – |
| PPL | Exit | PPL CORPORATION COM | $0 | – | -1,375 | -100.0% | -0.04% | – |
| VRP | Exit | POWERSHARES VAR RATE PFD POR ETFetf | $0 | – | -3,435 | -100.0% | -0.07% | – |
| RWX | Exit | SPDR DJ WILSHRE INTL REAL ESTATE | $0 | – | -114,959 | -100.0% | -3.27% | – |
| VTV | Exit | VANGUARD CRSP US LARGE CAP VALUE IND ETetf | $0 | – | -52,037 | -100.0% | -3.90% | – |
| PCY | Exit | POWERSHARES EMERGING MARKETS SOV DEB PORT | $0 | – | -213,477 | -100.0% | -4.73% | – |
| EFV | Exit | ISHARES MSCI EAFE VALUE ETFetf | $0 | – | -191,241 | -100.0% | -7.74% | – |
| EEMV | Exit | ISHARES MSCI MIN VOL EMERGING MKTS ETFetf | $0 | – | -266,708 | -100.0% | -11.60% | – |
| VWO | Exit | VANGUARD EMERGING MARKETS ETFetf | $0 | – | -816,798 | -100.0% | -26.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2018-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD HIGH DIV YLD ETF | 32 | Q3 2023 | 58.8% |
| MICROSOFT CORP COM | 32 | Q3 2023 | 14.2% |
| COCA COLA CO COM | 32 | Q3 2023 | 9.3% |
| STARBUCKS CORP COM | 32 | Q3 2023 | 2.2% |
| UPS | 32 | Q3 2023 | 1.0% |
| WASTE MANAGEMENT INC COM | 32 | Q3 2023 | 0.8% |
| WALT DISNEY CO COM | 32 | Q3 2023 | 0.5% |
| VERIZON COMMUNICATIONS COM | 32 | Q3 2023 | 0.5% |
| EXXON MOBIL CORPORATION COM | 32 | Q3 2023 | 0.4% |
| CONSOLIDATED EDISON CO N Y INC COM | 32 | Q3 2023 | 0.4% |
View Stuart Chaussee & Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-02 |
| 13F-HR/A | 2023-11-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-08 |
| 13F-HR/A | 2023-01-18 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-15 |
View Stuart Chaussee & Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.