$166 Million is the total value of Stuart Chaussee & Associates, Inc.'s 130 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 66.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
USMV | Buy | iShares Edge Min Vol USA | $128,920,000 | +44.2% | 2,011,232 | +38.9% | 77.48% | +40.0% |
PG | Buy | Procter & Gamble | $831,000 | +13.5% | 6,683 | +0.1% | 0.50% | +10.2% |
SPAB | New | SPDR Aggregate Bond | $54,000 | – | 1,830 | +100.0% | 0.03% | – |
SPTM | Buy | SPDR Total Stock Market | $11,000 | +37.5% | 311 | +47.4% | 0.01% | +40.0% |
LEVI | New | Levi Strauss | $6,000 | – | 300 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-21
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.